BAMV vs IWF

ABAMV

BIWF

Measures won3–2BAMV wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF

Lowest cost0.18%IWF · $18 on $10k

Most income1.26%BAMV · $126 on $10k

Smallest drop−6.6%BAMV · worst fall in 1Y

Held in common8.7%BAMV and IWF

BAMV

IWF

Brookstone Value Stock ETF · $121MiShares Russell 1000 Growth ETF · $115B

+15.4%3 years · per year$15,372 · $17,022+19.4%

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

0.95%Expense ratio$95 · $18 on $10k · lower wins0.18%

1.26%12-mo yield$126 · $39 on $10k0.39%

−6.6%Worst dropSmaller wins−14.6%

11.6%VolatilityLower wins19.4%

3–2BAMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsBAMV · IWF

5.1%META3.6%

3.6%MU2.5%

0.8%SPG0.2%

1.0%ADBE0.2%

Held in common8.7%

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%	$114.6B
2	ABAMV	Brookstone Value Stock ETFRead Desk		0.95%	1.26%	−0.1%	+11.8%	+13.3%	+15.4%	new	−6.6%	$121M

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%	$114.6B
2	ABAMV	Brookstone Value Stock ETFRead Desk		0.95%	1.26%	−0.1%	+11.8%	+13.3%	+15.4%	new	−6.6%	$121M

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

BAMV vs IWF

BAMV

Brookstone Value Stock

[…]

IWF

iShares Russell 1000 Growth

$15,442

MeasureBAMVIWF

Fee0.95%0.18%

Cost on $10k a year$95$18

Yield1.26%0.39%

5 years, per year[…]+9.1%

3 years, per year+15.4%+19.4%

Worst drop · 1Y−6.6%−14.6%

Volatility · 1Y11.6%19.4%

3–2measures won
BAMV first

8.7%

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$59.7B

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: BAMV, IWF

Today

8.7%most shared, BAMV and IWF

BAMVIWF

BAMV—8.7%

IWF8.7%—

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

Income After Fees on $10,000

$31most kept, BAMV

BAMV$126 − $95 = $31

IWF$39 − $18 = $21

KeptFee

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