FVAL vs IWF

AFVAL

BIWF

Measures won6–0FVAL wins · of 6 · 5Y

$10,000 · 5Y$17,544FVAL · IWF $15,441

Lowest cost0.03%VO · $3 on $10k

Most income1.53%FVAL · $153 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common43.0%FVAL and IWF

FVAL

IWF

Fidelity Value Factor ETF · $1.4BiShares Russell 1000 Growth ETF · $115B

+21.6%3 years · per year$17,983 · $17,022+19.4%

+11.9%5 years · per year$17,544 · $15,442+9.1%

0.15%Expense ratio$15 · $18 on $10k · lower wins0.18%

1.53%12-mo yield$153 · $39 on $10k0.39%

−8.9%Worst dropSmaller wins−14.6%

12.4%VolatilityLower wins19.4%

6–0FVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFVAL · IWF

8.1%AAPL9.0%

6.9%NVDA14.1%

6.5%MSFT6.6%

4.4%GOOGL5.5%

Held in common43.0%

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

All Three

5Y3 funds

#
1	AFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.53%	−0.2%	+12.4%	+16.0%	+21.6%	+11.9%	−8.9%	$1.4B
2	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
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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

All Three

5Y3 funds

#
1	AFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.53%	−0.2%	+12.4%	+16.0%	+21.6%	+11.9%	−8.9%	$1.4B
2	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
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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

FVAL vs IWF

FVAL

Fidelity Value Factor

$17,544

IWF

iShares Russell 1000 Growth

$15,442

MeasureFVALIWF

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.53%0.39%

5 years, per year+11.9%+9.1%

3 years, per year+21.6%+19.4%

Worst drop · 1Y−8.9%−14.6%

Volatility · 1Y12.4%19.4%

6–0measures won
FVAL first

43.0%

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: FVAL, IWF, VO

Today

43.0%most shared, FVAL and IWF

FVALIWFVO

FVAL—43.0%11.3%

IWF43.0%—9.2%

VO11.3%9.2%—

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

Income After Fees on $10,000

$138most kept, FVAL

FVAL$153 − $15 = $138

VO$139 − $3 = $136

IWF$39 − $18 = $21

KeptFee

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