IVLU vs IWF

AIVLU

BIWF

Measures won5–1IVLU wins · of 6 · 5Y

$10,000 · 5Y$19,789IVLU · IWF $15,330

Lowest cost0.18%IWF · $18 on $10k

Most income3.33%IVLU · $333 on $10k

Smallest drop−11.7%IVLU · worst fall in 1Y

Held in common0.0%IVLU and IWF

IVLU

IWF

iShares MSCI Intl Value Factor ETF · $4.6BiShares Russell 1000 Growth ETF · $121B

+25.3%3 years · per year$19,670 · $17,073+19.5%

+14.6%5 years · per year$19,789 · $15,330+8.9%

0.31%Expense ratio$31 · $18 on $10k · lower wins0.18%

3.33%12-mo yield$333 · $39 on $10k0.39%

−11.7%Worst dropSmaller wins−14.6%

16.3%VolatilityLower wins19.3%

5–1IVLU wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVLU · IWF

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

Held in common0.0%

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	AIVLU	iShares MSCI Intl Value Factor ETFRead Desk		0.31%	3.33%	−2.5%	+13.0%	+22.7%	+25.3%	+14.6%	−11.7%	$4.6B
2	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

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	AIVLU	iShares MSCI Intl Value Factor ETFRead Desk		0.31%	3.33%	−2.5%	+13.0%	+22.7%	+25.3%	+14.6%	−11.7%	$4.6B
2	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

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

IVLU vs IWF

IVLU

iShares MSCI Intl Value Factor

$19,789

IWF

iShares Russell 1000 Growth

$15,330

MeasureIVLUIWF

Fee0.31%0.18%

Cost on $10k a year$31$18

Yield3.33%0.39%

5 years, per year+14.6%+8.9%

3 years, per year+25.3%+19.5%

Worst drop · 1Y−11.7%−14.6%

Volatility · 1Y16.3%19.3%

5–1measures won
IVLU first

0.0%

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: IVLU, IWF

Today

0.0%most shared, IVLU and IWF

IVLUIWF

IVLU—0.0%

IWF0.0%—

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

Income After Fees on $10,000

$302most kept, IVLU

IVLU$333 − $31 = $302

IWF$39 − $18 = $21

KeptFee

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