IMCG vs IWF

AIMCG

BIWF

Measures won5–1IMCG wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · IMCG $12,653

Lowest cost0.06%IMCG · $6 on $10k

Most income0.69%IMCG · $69 on $10k

Smallest drop−10.6%IMCG · worst fall in 1Y

Held in common10.7%IMCG and IWF

IMCG

IWF

iShares Morningstar Mid-Cap Growth ETF · $3.9BiShares Russell 1000 Growth ETF · $115B

+19.5%3 years · per year$17,070 · $17,022+19.4%

+4.8%5 years · per year$12,653 · $15,442+9.1%

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

0.69%12-mo yield$69 · $39 on $10k0.39%

−10.6%Worst dropSmaller wins−14.6%

18.1%VolatilityLower wins19.4%

5–1IMCG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIMCG · IWF

1.3%SNOW0.3%

1.2%HLT0.3%

1.1%NET0.3%

1.1%CTAS0.3%

Held in common10.7%

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	AIMCG	iShares Morningstar Mid-Cap Growth ETFRead Desk		0.06%	0.69%	+0.5%	+13.5%	+11.5%	+19.5%	+4.8%	−10.6%	$3.9B

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	AIMCG	iShares Morningstar Mid-Cap Growth ETFRead Desk		0.06%	0.69%	+0.5%	+13.5%	+11.5%	+19.5%	+4.8%	−10.6%	$3.9B

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

IMCG vs IWF

IMCG

iShares Morningstar Mid-Cap Growth

$12,653

IWF

iShares Russell 1000 Growth

$15,442

MeasureIMCGIWF

Fee0.06%0.18%

Cost on $10k a year$6$18

Yield0.69%0.39%

5 years, per year+4.8%+9.1%

3 years, per year+19.5%+19.4%

Worst drop · 1Y−10.6%−14.6%

Volatility · 1Y18.1%19.4%

5–1measures won
IMCG first

10.7%

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: IMCG, IWF

Today

10.7%most shared, IMCG and IWF

IMCGIWF

IMCG—10.7%

IWF10.7%—

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

Income After Fees on $10,000

$63most kept, IMCG

IMCG$69 − $6 = $63

IWF$39 − $18 = $21

KeptFee

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