IMTM vs IWF

AIMTM

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income4.77%IMTM · $477 on $10k

Smallest drop−12.8%IMTM · worst fall in 1Y

Held in common0.0%IMTM and IWF

IMTM

IWF

iShares MSCI Intl Momentum Factor ETF · $4.0BiShares Russell 1000 Growth ETF · $115B

+19.7%3 years · per year$17,145 · $17,022+19.4%

+7.9%5 years · per year$14,614 · $15,442+9.1%

0.30%Expense ratio$30 · $18 on $10k · lower wins0.18%

4.77%12-mo yield$477 · $39 on $10k0.39%

−12.8%Worst dropSmaller wins−14.6%

20.1%VolatilityLower wins19.4%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIMTM · IWF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	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
3	AIMTM	iShares MSCI Intl Momentum Factor ETFRead Desk	0.30%	4.77%	−0.1%	+2.7%	+6.9%	+19.7%	+7.9%	−12.8%	$4.0B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	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
3	AIMTM	iShares MSCI Intl Momentum Factor ETFRead Desk	0.30%	4.77%	−0.1%	+2.7%	+6.9%	+19.7%	+7.9%	−12.8%	$4.0B

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

IMTM vs IWF

IMTM

iShares MSCI Intl Momentum Factor

$14,615

IWF

iShares Russell 1000 Growth

$15,442

MeasureIMTMIWF

Fee0.30%0.18%

Cost on $10k a year$30$18

Yield4.77%0.39%

5 years, per year+7.9%+9.1%

3 years, per year+19.7%+19.4%

Worst drop · 1Y−12.8%−14.6%

Volatility · 1Y20.1%19.4%

3–3measures won
level

0.0%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IMTM, IWF, VUG

Today

78.0%most shared, IWF and VUG

IMTMIWFVUG

IMTM—0.0%0.0%

IWF0.0%—78.0%

VUG0.0%78.0%—

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

Income After Fees on $10,000

$447most kept, IMTM

IMTM$477 − $30 = $447

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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