ESML vs IWF

AESML

BIWF

Measures won4–2ESML wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · ESML $14,470

Lowest cost0.17%ESML · $17 on $10k

Most income0.92%ESML · $92 on $10k

Smallest drop−9.0%ESML · worst fall in 1Y

Held in common1.9%ESML and IWF

ESML

IWF

iShares ESG Aware MSCI USA Small-Cap ETF · $2.7BiShares Russell 1000 Growth ETF · $120B

+21.9%3 years · per year$18,109 · $18,310+22.3%

+7.7%5 years · per year$14,470 · $16,559+10.6%

0.17%Expense ratio$17 · $18 on $10k · lower wins0.18%

0.92%12-mo yield$92 · $37 on $10k0.37%

−9.0%Worst dropSmaller wins−15.6%

16.3%VolatilityLower wins18.3%

4–2ESML wins

$10,000 · 5 yearsOne scale

Shared top holdingsESML · IWF

0.4%GH0.1%

0.3%WWD0.1%

0.3%ROKU0.1%

0.2%MTSI0.0%

Held in common1.9%

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%	$120.2B
2	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk		0.17%	0.92%	+1.3%	+19.6%	+21.9%	+21.9%	+7.7%	−9.0%	$2.7B

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%	$120.2B
2	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk		0.17%	0.92%	+1.3%	+19.6%	+21.9%	+21.9%	+7.7%	−9.0%	$2.7B

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

ESML vs IWF

ESML

iShares ESG Aware MSCI USA Small-Cap

$14,470

IWF

iShares Russell 1000 Growth

$16,559

MeasureESMLIWF

Fee0.17%0.18%

Cost on $10k a year$17$18

Yield0.92%0.37%

5 years, per year+7.7%+10.6%

3 years, per year+21.9%+22.3%

Worst drop · 1Y−9.0%−15.6%

Volatility · 1Y16.3%18.3%

4–2measures won
ESML first

1.9%

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$61.1B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: ESML, IWF

Today

1.9%most shared, ESML and IWF

ESMLIWF

ESML—1.9%

IWF1.9%—

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

Income After Fees on $10,000

$75most kept, ESML

ESML$92 − $17 = $75

IWF$37 − $18 = $19

KeptFee

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