AVMC vs IWF

AAVMC

BIWF

Measures won3–0AVMC wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF

Lowest cost0.18%AVMC · $18 on $10k

Most income1.00%AVMC · $100 on $10k

Smallest drop−7.9%AVMC · worst fall in 1Y

Held in common6.6%AVMC and IWF

AVMC

IWF

Avantis U.S. Mid Cap Equity ETF · $554MiShares Russell 1000 Growth ETF · $113B

[…]3 years · per year[…] · $17,022+19.4%

[…]5 years · per year[…] · $15,442+9.1%

0.18%Expense ratio$18 · $18 on $10k · lower wins0.18%

1.00%12-mo yield$100 · $39 on $10k0.39%

−7.9%Worst dropSmaller wins−14.6%

13.7%VolatilityLower wins19.4%

3–0AVMC wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVMC · IWF

0.4%WDC0.3%

0.4%TRGP0.2%

0.6%ADSK0.2%

0.3%MPWR0.2%

Held in common6.6%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	AAVMC	Avantis U.S. Mid Cap Equity ETFRead Desk		0.18%	1.00%	−0.1%	+10.2%	+13.0%	new	new	−7.9%	$554M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	AAVMC	Avantis U.S. Mid Cap Equity ETFRead Desk		0.18%	1.00%	−0.1%	+10.2%	+13.0%	new	new	−7.9%	$554M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AVMC vs IWF

AVMC

Avantis U.S. Mid Cap Equity

[…]

IWF

iShares Russell 1000 Growth

$15,442

MeasureAVMCIWF

Fee0.18%0.18%

Cost on $10k a year$18$18

Yield1.00%0.39%

5 years, per year[…]+9.1%

3 years, per year[…]+19.4%

Worst drop · 1Y−7.9%−14.6%

Volatility · 1Y13.7%19.4%

3–0measures won
AVMC first

6.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: AVMC, IWF

Today

6.6%most shared, AVMC and IWF

AVMCIWF

AVMC—6.6%

IWF6.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$82most kept, AVMC

AVMC$100 − $18 = $82

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee