IWF vs ISCG

AIWF

BISCG

Measures won2–4ISCG wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IWF $15,892

Lowest cost0.03%VUG · $3 on $10k

Most income1.00%DFAS · $100 on $10k

Smallest drop−9.4%DFAS · worst fall in 1Y

Held in common1.8%IWF and ISCG

IWF

ISCG

iShares Russell 1000 Growth ETF · $118BiShares Morningstar Small-Cap Growth ETF · $967M

+19.8%3 years · per year$17,207 · $17,100+19.6%

+9.7%5 years · per year$15,892 · $12,106+3.9%

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

0.38%12-mo yield$38 · $65 on $10k0.65%

−14.6%Worst dropSmaller wins−11.4%

19.5%VolatilityLower wins18.8%

2–4ISCG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIWF · ISCG

0.1%TEAM0.8%

0.1%GH0.7%

0.0%MANH0.5%

0.0%MEDP0.5%

Held in common1.8%

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 Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
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	DFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
4	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+3.6%	+11.8%	+14.9%	+19.6%	+3.9%	−11.4%	$967M

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

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
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	DFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
4	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+3.6%	+11.8%	+14.9%	+19.6%	+3.9%	−11.4%	$967M

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 ISCG

IWF

iShares Russell 1000 Growth

$15,892

ISCG

iShares Morningstar Small-Cap Growth

$12,106

MeasureIWFISCG

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield0.38%0.65%

5 years, per year+9.7%+3.9%

3 years, per year+19.8%+19.6%

Worst drop · 1Y−14.6%−11.4%

Volatility · 1Y19.5%18.8%

4–2measures won
ISCG first

1.8%

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: DFAS, ISCG, VUG, IWF

Today

78.1%most shared, VUG and IWF

DFASISCGVUGIWF

DFAS—49.8%0.0%1.4%

ISCG49.8%—0.2%1.8%

VUG0.0%0.2%—78.1%

IWF1.4%1.8%78.1%—

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

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

ISCG$65 − $6 = $59

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

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