HAPI vs IWF · Compare Desk

AIWF

BVTI

Measures won0–6VTI wins · of 6 · 5Y

$10,000 · 5Y$17,257VTI · VUG $17,153

Lowest cost0.03%VTI · $3 on $10k

Most income1.05%VTI · $105 on $10k

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

Held in common55.6%IWF and VTI

IWF vs VTI

IWF

VTI

iShares Russell 1000 Growth ETF · $121BVanguard Morningstar Total Stock Market ETF · $689B

+22.3%3 years · per year$18,310 · $19,059+24.0%

+10.6%5 years · per year$16,559 · $17,257+11.5%

0.18%Expense ratio$18 · $3 on $10k · lower wins0.03%

0.37%12-mo yield$37 · $105 on $10k1.05%

−15.6%Worst dropSmaller wins−8.9%

18.3%VolatilityLower wins13.1%

0–6VTI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWF · VTI

15.1%NVDA7.1%

8.1%AAPL6.6%

6.1%MSFT5.2%

5.1%GOOGL2.8%

Held in common55.6%

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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B
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	AIWF	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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B
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	AIWF	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

IWF vs VTI

IWF

iShares Russell 1000 Growth

$16,559

VTI

Vanguard Morningstar Total Stock Market

$17,258

MeasureIWFVTI

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield0.37%1.05%

5 years, per year+10.6%+11.5%

3 years, per year+22.3%+24.0%

Worst drop · 1Y−15.6%−8.9%

Volatility · 1Y18.3%13.1%

6–0measures won
VTI first

55.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

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

Overlap: IWF, VTI, VUG

Today

77.4%most shared, IWF and VUG

IWFVTIVUG

IWF—55.6%77.4%

VTI55.6%—52.8%

VUG77.4%52.8%—

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

Income After Fees on $10,000

$102most kept, VTI

VTI$105 − $3 = $102

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

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