ESMV vs IWF

AESMV

BIWF

Measures won3–1ESMV wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF

Lowest cost0.18%ESMV · $18 on $10k

Most income1.37%ESMV · $137 on $10k

Smallest drop−7.0%ESMV · worst fall in 1Y

Held in common23.3%ESMV and IWF

ESMV

IWF

iShares ESG Optimized MSCI USA Min Vol Factor ETF · $8MiShares Russell 1000 Growth ETF · $113B

+13.8%3 years · per year$14,719 · $17,073+19.5%

[…]5 years · per year[…] · $15,330+8.9%

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

1.37%12-mo yield$137 · $39 on $10k0.39%

−7.0%Worst dropSmaller wins−14.6%

10.6%VolatilityLower wins19.3%

3–1ESMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsESMV · IWF

1.7%MSFT6.4%

1.6%MA1.7%

1.5%V2.3%

1.3%NVDA14.6%

Held in common23.3%

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

Both

5Y2 funds

#			Trend
1	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
2	AESMV	iShares ESG Optimized MSCI USA Min Vol Factor ETFRead Desk		0.18%	1.37%	−2.9%	+11.0%	+12.6%	+13.8%	new	−7.0%	$8M

End-of-day Nov 5, 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%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	AESMV	iShares ESG Optimized MSCI USA Min Vol Factor ETFRead Desk		0.18%	1.37%	−2.9%	+11.0%	+12.6%	+13.8%	new	−7.0%	$8M

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

ESMV vs IWF

ESMV

iShares ESG Optimized MSCI USA Min Vol Factor

[…]

IWF

iShares Russell 1000 Growth

$15,330

MeasureESMVIWF

Fee0.18%0.18%

Cost on $10k a year$18$18

Yield1.37%0.39%

5 years, per year[…]+8.9%

3 years, per year+13.8%+19.5%

Worst drop · 1Y−7.0%−14.6%

Volatility · 1Y10.6%19.3%

3–1measures won
ESMV first

23.3%

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: ESMV, IWF

Today

23.3%most shared, ESMV and IWF

ESMVIWF

ESMV—23.3%

IWF23.3%—

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

Income After Fees on $10,000

$119most kept, ESMV

ESMV$137 − $18 = $119

IWF$39 − $18 = $21

KeptFee

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