IWF vs FVAL5YIWFIWFAvsBFVALFVALiShares Russell 1000 Growth ETF · $118BFidelity Value Factor ETF · $1.4BReturns · dividends in+18.6%3 years · per year$16,699 · $17,779+21.1%+9.2%5 years · per year$15,505 · $17,422+11.7%Cost and income0.18%Expense ratio$18 · $15 on $10k · lower wins0.15%0.38%12-mo yield$38 · $151 on $10k
Overlap: DFAC, FVAL, IWFToday43.2%most shared, FVAL and IWFDFACFVALIWFDFAC—41.7%40.4%FVAL41.7%—43.2%IWF40.4%43.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
IWF vs FVAL5YAIWFiShares Russell 1000 Growth$15,505vsFVALBFidelity Value Factor$17,422$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BFVALFidelity Value Factor ETFReadDesk0.15%1.51%−0.2%+14.2%+16.3%+21.1%+11.7%−8.9%$1.4B2DFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%−0.1%+13.9%+15.1%+20.7%+10.5%−8.5%$87.6B3AIWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$117.8BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BFVALFidelity Value Factor ETFReadDesk0.15%1.51%−0.2%+14.2%+16.3%+21.1%+11.7%−8.9%$1.4B2DFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%−0.1%+13.9%+15.1%+20.7%+10.5%−8.5%$87.6B3AIWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$117.8BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: DFAC, FVAL, IWFToday43.2%most shared, FVAL and IWFDFACFVALIWFDFAC—41.7%40.4%FVAL41.7%—43.2%IWF40.4%43.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$136most kept, FVALFVAL$151 − $15 = $136DFAC$88 − $21 = $67IWF$38 − $18 = $20KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee