FVAL vs IWF5YFVALFVALAvsBIWFIWFFidelity Value Factor ETF · $1.4BiShares Russell 1000 Growth ETF · $117BReturns · dividends in+21.3%3 years · per year$17,868 · $17,180+19.8%+12.0%5 years · per year$17,645 · $15,927+9.8%Cost and income0.15%Expense ratio$15 · $18 on $10k · lower wins0.18%1.50%
Overlap: FVAL, IWF, DFACToday43.0%most shared, FVAL and IWFFVALIWFDFACFVAL—43.0%41.7%IWF43.0%—40.2%DFAC41.7%40.2%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
FVAL vs IWF5YAFVALFidelity Value Factor$17,645vsIWFBiShares Russell 1000 Growth$15,927$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AFVALFidelity Value Factor ETFReadDesk0.15%1.50%+1.0%+14.9%+17.9%+21.3%+12.0%−8.9%$1.4B2DFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.87%+1.0%+14.9%+16.5%+21.0%+10.9%−8.5%$87.4B3BIWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%+2.3%−1.2%−2.8%+19.8%+9.8%−14.6%$117.1BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AFVALFidelity Value Factor ETFReadDesk0.15%1.50%+1.0%+14.9%+17.9%+21.3%+12.0%−8.9%$1.4B2DFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.87%+1.0%+14.9%+16.5%+21.0%+10.9%−8.5%$87.4B3BIWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%+2.3%−1.2%−2.8%+19.8%+9.8%−14.6%$117.1BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+5.1%vsBSSCHGSchwab+5.9%Jan 1Nov 11+5.1%+5.9%+5.1%Year to date+5.9%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
Overlap: FVAL, IWF, DFACToday43.0%most shared, FVAL and IWFFVALIWFDFACFVAL—43.0%41.7%IWF43.0%—40.2%DFAC41.7%40.2%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$135most kept, FVALFVAL$150 − $15 = $135DFAC$87 − $21 = $66IWF$37 − $18 = $19KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee