IJT vs IWF

AIJT

BIWF

Measures won3–2IJT wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · IJT $12,653

Lowest cost0.18%IJT · $18 on $10k

Most income0.76%IJT · $76 on $10k

Smallest drop−11.0%IJT · worst fall in 1Y

Held in common0.1%IJT and IWF

IJT

IWF

iShares S&P Small-Cap 600 Growth ETF · $7.3BiShares Russell 1000 Growth ETF · $115B

+17.0%3 years · per year$16,023 · $17,207+19.8%

+4.8%5 years · per year$12,653 · $15,892+9.7%

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

0.76%12-mo yield$76 · $38 on $10k0.38%

−11.0%Worst dropSmaller wins−14.6%

17.6%VolatilityLower wins19.5%

3–2IJT wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJT · IWF

1.0%ETSY0.0%

0.5%POWL0.0%

0.5%ECG0.0%

0.7%KRMN0.0%

Held in common0.1%

End-of-day Nov 9, 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%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	AIJT	iShares S&P Small-Cap 600 Growth ETFRead Desk		0.18%	0.76%	+3.2%	+18.5%	+20.8%	+17.0%	+4.8%	−11.0%	$7.3B

End-of-day Nov 9, 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%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	AIJT	iShares S&P Small-Cap 600 Growth ETFRead Desk		0.18%	0.76%	+3.2%	+18.5%	+20.8%	+17.0%	+4.8%	−11.0%	$7.3B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IJT vs IWF

IJT

iShares S&P Small-Cap 600 Growth

$12,653

IWF

iShares Russell 1000 Growth

$15,892

MeasureIJTIWF

Fee0.18%0.18%

Cost on $10k a year$18$18

Yield0.76%0.38%

5 years, per year+4.8%+9.7%

3 years, per year+17.0%+19.8%

Worst drop · 1Y−11.0%−14.6%

Volatility · 1Y17.6%19.5%

3–2measures won
IJT first

0.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IJT, IWF

Today

0.1%most shared, IJT and IWF

IJTIWF

IJT—0.1%

IWF0.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$58most kept, IJT

IJT$76 − $18 = $58

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee