FFLV vs IWF

AFFLV

BIWF

Measures won3–1FFLV wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF

Lowest cost0.18%IWF · $18 on $10k

Most income1.31%FFLV · $131 on $10k

Smallest drop−7.2%FFLV · worst fall in 1Y

Held in common15.8%FFLV and IWF

FFLV

IWF

Fidelity Fundamental Large Cap · $19MiShares Russell 1000 Growth ETF · $115B

[…]3 years · per year[…] · $17,022+19.4%

[…]5 years · per year[…] · $15,442+9.1%

0.38%Expense ratio$38 · $18 on $10k · lower wins0.18%

1.31%12-mo yield$131 · $39 on $10k0.39%

−7.2%Worst dropSmaller wins−14.6%

11.3%VolatilityLower wins19.4%

3–1FFLV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFFLV · IWF

5.5%MSFT6.6%

5.2%AAPL9.0%

0.9%META3.6%

0.8%V2.4%

Held in common15.8%

End-of-day Nov 6, 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%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	AFFLV	Fidelity Fundamental Large CapRead Desk		0.38%	1.31%	−0.6%	+18.5%	+24.4%	new	new	−7.2%	$19M

End-of-day Nov 6, 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%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	AFFLV	Fidelity Fundamental Large CapRead Desk		0.38%	1.31%	−0.6%	+18.5%	+24.4%	new	new	−7.2%	$19M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FFLV vs IWF

FFLV

Fidelity Fundamental Large Cap

[…]

IWF

iShares Russell 1000 Growth

$15,442

MeasureFFLVIWF

Fee0.38%0.18%

Cost on $10k a year$38$18

Yield1.31%0.39%

5 years, per year[…]+9.1%

3 years, per year[…]+19.4%

Worst drop · 1Y−7.2%−14.6%

Volatility · 1Y11.3%19.4%

3–1measures won
FFLV first

15.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FFLV, IWF

Today

15.8%most shared, FFLV and IWF

FFLVIWF

FFLV—15.8%

IWF15.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$93most kept, FFLV

FFLV$131 − $38 = $93

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee