FVAL vs IWF

AFVAL

BIWF

Measures won6–0FVAL wins · of 6 · 5Y

$10,000 · 5Y$18,310FVAL · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income1.47%FVAL · $147 on $10k

Smallest drop−8.9%FVAL · worst fall in 1Y

Held in common43.8%FVAL and IWF

FVAL

IWF

Fidelity Value Factor ETF · $1.4BiShares Russell 1000 Growth ETF · $121B

+23.7%3 years · per year$18,950 · $18,310+22.3%

+12.9%5 years · per year$18,310 · $16,559+10.6%

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

1.47%12-mo yield$147 · $37 on $10k0.37%

−8.9%Worst dropSmaller wins−15.6%

11.9%VolatilityLower wins18.3%

6–0FVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFVAL · IWF

7.8%NVDA15.1%

7.7%AAPL8.1%

6.3%MSFT6.1%

4.3%GOOGL5.1%

Held in common43.8%

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

All Three

5Y3 funds

#
1	AFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.47%	+2.0%	+16.7%	+19.9%	+23.7%	+12.9%	−8.9%	$1.4B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	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

End-of-day Nov 4, 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%	1.47%	+2.0%	+16.7%	+19.9%	+23.7%	+12.9%	−8.9%	$1.4B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	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

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

FVAL vs IWF

FVAL

Fidelity Value Factor

$18,310

IWF

iShares Russell 1000 Growth

$16,559

MeasureFVALIWF

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.47%0.37%

5 years, per year+12.9%+10.6%

3 years, per year+23.7%+22.3%

Worst drop · 1Y−8.9%−15.6%

Volatility · 1Y11.9%18.3%

6–0measures won
FVAL first

43.8%

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: FVAL, IWF, VUG

Today

77.4%most shared, IWF and VUG

FVALIWFVUG

FVAL—43.8%42.6%

IWF43.8%—77.4%

VUG42.6%77.4%—

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

Income After Fees on $10,000

$132most kept, FVAL

FVAL$147 − $15 = $132

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

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