IWF vs IJS

AIWF

BIJS

Measures won2–3IJS wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · IWF $15,892

Lowest cost0.18%IJS · $18 on $10k

Most income1.38%IJS · $138 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common0.0%IWF and IJS

IWF

IJS

iShares Russell 1000 Growth ETF · $118BiShares S&P Small-Cap 600 Value ETF · $7.8B

+19.8%3 years · per year$17,207 · $16,208+17.5%

+9.7%5 years · per year$15,892 · $13,632+6.4%

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

0.38%12-mo yield$38 · $138 on $10k1.38%

−14.6%Worst dropSmaller wins−9.3%

19.5%VolatilityLower wins16.3%

2–3IJS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWF · IJS

0.0%TTD0.6%

0.0%IRDM0.2%

0.0%LAZ0.2%

0.0%RNG0.2%

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	AIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.38%	+2.8%	+18.9%	+24.5%	+17.5%	+6.4%	−9.3%	$7.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	AIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.38%	+2.8%	+18.9%	+24.5%	+17.5%	+6.4%	−9.3%	$7.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWF vs IJS

IWF

iShares Russell 1000 Growth

$15,892

IJS

iShares S&P Small-Cap 600 Value

$13,632

MeasureIWFIJS

Fee0.18%0.18%

Cost on $10k a year$18$18

Yield0.38%1.38%

5 years, per year+9.7%+6.4%

3 years, per year+19.8%+17.5%

Worst drop · 1Y−14.6%−9.3%

Volatility · 1Y19.5%16.3%

3–2measures won
IJS first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DFAC, IJS, IWF

Today

40.3%most shared, DFAC and IWF

DFACIJSIWF

DFAC—4.7%40.3%

IJS4.7%—0.0%

IWF40.3%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$120most kept, IJS

IJS$138 − $18 = $120

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee