DFSV vs IWF

ADFSV

BIWF

Measures won3–2DFSV wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF

Lowest cost0.18%IWF · $18 on $10k

Most income1.37%DFSV · $137 on $10k

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

Held in common0.0%DFSV and IWF

DFSV

IWF

U.S. Small Cap Value Portfolio ETF Class Shares · $28.3BiShares Russell 1000 Growth ETF · $121B

+20.4%3 years · per year$17,471 · $18,310+22.3%

[…]5 years · per year[…] · $16,559+10.6%

0.31%Expense ratio$31 · $18 on $10k · lower wins0.18%

1.37%12-mo yield$137 · $37 on $10k0.37%

−9.4%Worst dropSmaller wins−15.6%

14.7%VolatilityLower wins18.3%

3–2DFSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFSV · IWF

0.1%PR0.0%

0.0%SGI0.0%

0.4%WAL0.0%

0.3%ALLY0.0%

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk		0.31%	1.37%	+1.1%	+22.3%	+28.5%	+20.4%	new	−9.4%	$28.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk		0.31%	1.37%	+1.1%	+22.3%	+28.5%	+20.4%	new	−9.4%	$28.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFSV vs IWF

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

IWF

iShares Russell 1000 Growth

$16,559

MeasureDFSVIWF

Fee0.31%0.18%

Cost on $10k a year$31$18

Yield1.37%0.37%

5 years, per year[…]+10.6%

3 years, per year+20.4%+22.3%

Worst drop · 1Y−9.4%−15.6%

Volatility · 1Y14.7%18.3%

3–2measures won
DFSV first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DFSV, IWF

Today

0.0%most shared, DFSV and IWF

DFSVIWF

DFSV—0.0%

IWF0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, DFSV

DFSV$137 − $31 = $106

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee