IJR vs IWF

AIJR

BIWF

Measures won4–2IJR wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · IJR $13,170

Lowest cost0.06%IJR · $6 on $10k

Most income1.24%IJR · $124 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common0.1%IJR and IWF

IJR

IWF

iShares Core S&P Small-Cap ETF · $104BiShares Russell 1000 Growth ETF · $115B

+17.3%3 years · per year$16,147 · $17,022+19.4%

+5.7%5 years · per year$13,170 · $15,442+9.1%

0.06%Expense ratio$6 · $18 on $10k · lower wins0.18%

1.24%12-mo yield$124 · $39 on $10k0.39%

−9.7%Worst dropSmaller wins−14.6%

16.2%VolatilityLower wins19.4%

4–2IJR wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJR · IWF

0.5%ETSY0.0%

0.2%POWL0.0%

0.2%ECG0.0%

0.3%MSGK0.0%

Held in common0.1%

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

Both

5Y2 funds

#			Trend
1	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
2	AIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B

End-of-day Nov 6, 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%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	AIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B

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

IJR vs IWF

IJR

iShares Core S&P Small-Cap

$13,170

IWF

iShares Russell 1000 Growth

$15,442

MeasureIJRIWF

Fee0.06%0.18%

Cost on $10k a year$6$18

Yield1.24%0.39%

5 years, per year+5.7%+9.1%

3 years, per year+17.3%+19.4%

Worst drop · 1Y−9.7%−14.6%

Volatility · 1Y16.2%19.4%

4–2measures won
IJR first

0.1%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IJR, IWF

Today

0.1%most shared, IJR and IWF

IJRIWF

IJR—0.1%

IWF0.1%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

IWF$39 − $18 = $21

KeptFee

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