IUSV vs IWF

AIUSV

BIWF

Measures won5–1IUSV wins · of 6 · 5Y

$10,000 · 5Y$16,974IUSV · IWF $15,441

Lowest cost0.04%IUSV · $4 on $10k

Most income1.66%IUSV · $166 on $10k

Smallest drop−6.4%IUSV · worst fall in 1Y

Held in common24.3%IUSV and IWF

IUSV

IWF

iShares Core S&P U.S. Value ETF · $29.0BiShares Russell 1000 Growth ETF · $113B

+17.8%3 years · per year$16,360 · $17,022+19.4%

+11.2%5 years · per year$16,974 · $15,442+9.1%

0.04%Expense ratio$4 · $18 on $10k · lower wins0.18%

1.66%12-mo yield$166 · $39 on $10k0.39%

−6.4%Worst dropSmaller wins−14.6%

10.3%VolatilityLower wins19.4%

5–1IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIUSV · IWF

7.9%AAPL9.0%

1.2%TSLA3.3%

1.0%V2.4%

1.1%HD0.9%

Held in common24.3%

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	AIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$29.0B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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	AIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$29.0B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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

IUSV vs IWF

IUSV

iShares Core S&P U.S. Value

$16,974

IWF

iShares Russell 1000 Growth

$15,442

MeasureIUSVIWF

Fee0.04%0.18%

Cost on $10k a year$4$18

Yield1.66%0.39%

5 years, per year+11.2%+9.1%

3 years, per year+17.8%+19.4%

Worst drop · 1Y−6.4%−14.6%

Volatility · 1Y10.3%19.4%

5–1measures won
IUSV first

24.3%

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$59.1B

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: IUSV, IWF

Today

24.3%most shared, IUSV and IWF

IUSVIWF

IUSV—24.3%

IWF24.3%—

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

Income After Fees on $10,000

$162most kept, IUSV

IUSV$166 − $4 = $162

IWF$39 − $18 = $21

KeptFee

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