IWF vs ISCG

AIWF

BISCG

Measures won2–4ISCG wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · IWF $15,441

Lowest cost0.06%ISCG · $6 on $10k

Most income0.90%DFAC · $90 on $10k

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

Held in common1.8%IWF and ISCG

IWF

ISCG

iShares Russell 1000 Growth ETF · $113BiShares Morningstar Small-Cap Growth ETF · $927M

+19.4%3 years · per year$17,022 · $16,813+18.9%

+9.1%5 years · per year$15,442 · $11,960+3.6%

0.18%Expense ratio$18 · $6 on $10k · lower wins0.06%

0.39%12-mo yield$39 · $67 on $10k0.67%

−14.6%Worst dropSmaller wins−11.4%

19.4%VolatilityLower wins18.5%

2–4ISCG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWF · ISCG

0.1%TEAM1.0%

0.1%ROKU0.7%

0.1%GH0.7%

0.1%GDDY0.3%

Held in common1.8%

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

All Three

5Y3 funds

#
1	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	AIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$927M

End-of-day Nov 6, 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%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	AIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$927M

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

IWF vs ISCG

IWF

iShares Russell 1000 Growth

$15,442

ISCG

iShares Morningstar Small-Cap Growth

$11,960

MeasureIWFISCG

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield0.39%0.67%

5 years, per year+9.1%+3.6%

3 years, per year+19.4%+18.9%

Worst drop · 1Y−14.6%−11.4%

Volatility · 1Y19.4%18.5%

4–2measures won
ISCG first

1.8%

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: DFAC, ISCG, IWF

Today

40.2%most shared, DFAC and IWF

DFACISCGIWF

DFAC—12.1%40.2%

ISCG12.1%—1.8%

IWF40.2%1.8%—

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

ISCG$67 − $6 = $61

IWF$39 − $18 = $21

KeptFee

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