IWF vs SQLV

AIWF

BSQLV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,892IWF · SQLV $14,089

Lowest cost0.18%IWF · $18 on $10k

Most income1.02%SQLV · $102 on $10k

Smallest drop−7.7%SQLV · worst fall in 1Y

Held in common0.0%IWF and SQLV

IWF

SQLV

iShares Russell 1000 Growth ETF · $118BRoyce Quant Small-Cap Quality Value ETF · $40M

+19.8%3 years · per year$17,207 · $15,678+16.2%

+9.7%5 years · per year$15,892 · $14,089+7.1%

0.18%Expense ratio$18 · $60 on $10k · lower wins0.60%

0.38%12-mo yield$38 · $102 on $10k1.02%

−14.6%Worst dropSmaller wins−7.7%

19.5%VolatilityLower wins16.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWF · SQLV

0.0%IRDM0.5%

0.0%HRB0.9%

0.0%KD1.0%

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	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
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	+2.1%	+23.7%	+29.4%	+16.2%	+7.1%	−7.7%	$40M
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

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	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
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	+2.1%	+23.7%	+29.4%	+16.2%	+7.1%	−7.7%	$40M
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

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 SQLV

IWF

iShares Russell 1000 Growth

$15,892

SQLV

Royce Quant Small-Cap Quality Value

$14,089

MeasureIWFSQLV

Fee0.18%0.60%

Cost on $10k a year$18$60

Yield0.38%1.02%

5 years, per year+9.7%+7.1%

3 years, per year+19.8%+16.2%

Worst drop · 1Y−14.6%−7.7%

Volatility · 1Y19.5%16.6%

3–3measures won
level

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: DFAS, SQLV, IWF

Today

10.2%most shared, DFAS and SQLV

DFASSQLVIWF

DFAS—10.2%1.4%

SQLV10.2%—0.0%

IWF1.4%0.0%—

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

SQLV$102 − $60 = $42

IWF$38 − $18 = $20

KeptFee

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