FNDA vs IWF

AFNDA

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,559IWF · FNDA $14,615

Lowest cost0.18%IWF · $18 on $10k

Most income1.20%FNDA · $120 on $10k

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

Held in common3.8%FNDA and IWF

FNDA

IWF

Schwab Fundamental U.S. Small Company Index ETF · $9.1BiShares Russell 1000 Growth ETF · $121B

+19.1%3 years · per year$16,896 · $18,310+22.3%

+7.9%5 years · per year$14,615 · $16,559+10.6%

0.25%Expense ratio$25 · $18 on $10k · lower wins0.18%

1.20%12-mo yield$120 · $37 on $10k0.37%

−9.4%Worst dropSmaller wins−15.6%

15.7%VolatilityLower wins18.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFNDA · IWF

0.3%DASH0.2%

0.2%CRWD0.8%

0.2%LITE0.2%

0.2%FIX0.1%

Held in common3.8%

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	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk		0.25%	1.20%	+1.5%	+17.7%	+21.5%	+19.1%	+7.9%	−9.4%	$9.1B

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	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk		0.25%	1.20%	+1.5%	+17.7%	+21.5%	+19.1%	+7.9%	−9.4%	$9.1B

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

FNDA vs IWF

FNDA

Schwab Fundamental U.S. Small Company Index

$14,615

IWF

iShares Russell 1000 Growth

$16,559

MeasureFNDAIWF

Fee0.25%0.18%

Cost on $10k a year$25$18

Yield1.20%0.37%

5 years, per year+7.9%+10.6%

3 years, per year+19.1%+22.3%

Worst drop · 1Y−9.4%−15.6%

Volatility · 1Y15.7%18.3%

3–3measures won
level

3.8%

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: FNDA, IWF

Today

3.8%most shared, FNDA and IWF

FNDAIWF

FNDA—3.8%

IWF3.8%—

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

Income After Fees on $10,000

$95most kept, FNDA

FNDA$120 − $25 = $95

IWF$37 − $18 = $19

KeptFee

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