VUG vs IWF

AVUG

BIWF

Measures won5–1VUG wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income0.90%DFAC · $90 on $10k

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

Held in common78.0%VUG and IWF

VUG

IWF

Vanguard Morningstar Growth ETF · $233BiShares Russell 1000 Growth ETF · $113B

+22.8%3 years · per year$18,532 · $17,073+19.5%

+9.9%5 years · per year$16,052 · $15,330+8.9%

0.03%Expense ratio$3 · $18 on $10k · lower wins0.18%

0.43%12-mo yield$43 · $39 on $10k0.39%

−15.1%Worst dropSmaller wins−14.6%

19.0%VolatilityLower wins19.3%

5–1VUG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVUG · IWF

13.5%NVDA14.6%

12.5%AAPL8.5%

9.7%MSFT6.4%

5.2%GOOGL5.3%

Held in common78.0%

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

All Four

5Y4 funds

#
1	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
4	WCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	−7.0%	+50.7%	+37.3%	+29.2%	+7.9%	−29.1%	$213M

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

All Four

5Y4 funds

#
1	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
4	WCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	−7.0%	+50.7%	+37.3%	+29.2%	+7.9%	−29.1%	$213M

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

Cards for this view

VUG vs IWF

VUG

Vanguard Morningstar Growth

$16,052

IWF

iShares Russell 1000 Growth

$15,330

MeasureVUGIWF

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield0.43%0.39%

5 years, per year+9.9%+8.9%

3 years, per year+22.8%+19.5%

Worst drop · 1Y−15.1%−14.6%

Volatility · 1Y19.0%19.3%

4–1measures won
VUG first

78.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAC, WCBR, IWF, VUG

Today

78.0%most shared, IWF and VUG

DFACWCBRIWFVUG

DFAC—0.6%40.8%36.2%

WCBR0.6%—2.5%2.6%

IWF40.8%2.5%—78.0%

VUG36.2%2.6%78.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

IWF$39 − $18 = $21

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee