ISCV vs IWF

AISCV

BIWF

Measures won5–1ISCV wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · ISCV $14,759

Lowest cost0.06%ISCV · $6 on $10k

Most income1.91%ISCV · $191 on $10k

Smallest drop−9.3%ISCV · worst fall in 1Y

Held in common0.5%ISCV and IWF

ISCV

IWF

iShares Morningstar Small Cap Value ETF · $707MiShares Russell 1000 Growth ETF · $121B

+19.6%3 years · per year$17,116 · $17,073+19.5%

+8.1%5 years · per year$14,759 · $15,330+8.9%

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

1.91%12-mo yield$191 · $39 on $10k0.39%

−9.3%Worst dropSmaller wins−14.6%

14.7%VolatilityLower wins19.3%

5–1ISCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsISCV · IWF

0.5%HALO0.0%

0.2%GDDY0.0%

0.2%IT0.0%

0.2%DKNG0.0%

Held in common0.5%

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

Both

5Y2 funds

#			Trend
1	BIWF	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	AISCV	iShares Morningstar Small Cap Value ETFRead Desk		0.06%	1.91%	−2.9%	+15.6%	+21.9%	+19.6%	+8.1%	−9.3%	$707M

End-of-day Nov 5, 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%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	AISCV	iShares Morningstar Small Cap Value ETFRead Desk		0.06%	1.91%	−2.9%	+15.6%	+21.9%	+19.6%	+8.1%	−9.3%	$707M

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

ISCV vs IWF

ISCV

iShares Morningstar Small Cap Value

$14,759

IWF

iShares Russell 1000 Growth

$15,330

MeasureISCVIWF

Fee0.06%0.18%

Cost on $10k a year$6$18

Yield1.91%0.39%

5 years, per year+8.1%+8.9%

3 years, per year+19.6%+19.5%

Worst drop · 1Y−9.3%−14.6%

Volatility · 1Y14.7%19.3%

5–1measures won
ISCV first

0.5%

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: ISCV, IWF

Today

0.5%most shared, ISCV and IWF

ISCVIWF

ISCV—0.5%

IWF0.5%—

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

Income After Fees on $10,000

$185most kept, ISCV

ISCV$191 − $6 = $185

IWF$39 − $18 = $21

KeptFee

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