IWF vs ISCG

AIWF

BISCG

Measures won2–4ISCG wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · DFAS $13,932

Lowest cost0.06%ISCG · $6 on $10k

Most income1.04%DFAS · $104 on $10k

Smallest drop−9.4%DFAS · worst fall in 1Y

Held in common1.8%IWF and ISCG

IWF

ISCG

iShares Russell 1000 Growth ETF · $121BiShares Morningstar Small-Cap Growth ETF · $974M

+19.5%3 years · per year$17,073 · $16,721+18.7%

+8.9%5 years · per year$15,330 · $11,876+3.5%

0.18%Expense ratio$18 · $6 on $10k · lower wins0.06%

0.39%12-mo yield$39 · $68 on $10k0.68%

−14.6%Worst dropSmaller wins−11.4%

19.3%VolatilityLower wins18.6%

2–4ISCG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWF · ISCG

0.1%TEAM1.0%

0.1%ROKU0.7%

0.1%GH0.7%

0.0%MANH0.5%

Held in common1.8%

End-of-day Nov 5, 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	AIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	DFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
3	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.68%	−4.8%	+6.9%	+9.6%	+18.7%	+3.5%	−11.4%	$974M

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

All Three

5Y3 funds

#
1	AIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	DFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
3	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.68%	−4.8%	+6.9%	+9.6%	+18.7%	+3.5%	−11.4%	$974M

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

Cards for this view

IWF vs ISCG

IWF

iShares Russell 1000 Growth

$15,330

ISCG

iShares Morningstar Small-Cap Growth

$11,876

MeasureIWFISCG

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield0.39%0.68%

5 years, per year+8.9%+3.5%

3 years, per year+19.5%+18.7%

Worst drop · 1Y−14.6%−11.4%

Volatility · 1Y19.3%18.6%

4–2measures won
ISCG first

1.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ISCG, DFAS, IWF

Today

49.7%most shared, ISCG and DFAS

ISCGDFASIWF

ISCG—49.7%1.8%

DFAS49.7%—1.4%

IWF1.8%1.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$74most kept, DFAS

DFAS$104 − $30 = $74

ISCG$68 − $6 = $62

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee