IVOO vs IWF

AIVOO

BIWF

Measures won4–2IVOO wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · IVOO $14,589

Lowest cost0.07%IVOO · $7 on $10k

Most income1.19%IVOO · $119 on $10k

Smallest drop−8.8%IVOO · worst fall in 1Y

Held in common1.9%IVOO and IWF

IVOO

IWF

Vanguard S&P Mid-Cap 400 ETF · $3.7BiShares Russell 1000 Growth ETF · $121B

+18.3%3 years · per year$16,576 · $18,310+22.3%

+7.8%5 years · per year$14,589 · $16,559+10.6%

0.07%Expense ratio$7 · $18 on $10k · lower wins0.18%

1.19%12-mo yield$119 · $37 on $10k0.37%

−8.8%Worst dropSmaller wins−15.6%

15.0%VolatilityLower wins18.3%

4–2IVOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVOO · IWF

0.8%ATI0.1%

0.6%XPO0.1%

0.6%ROKU0.1%

0.6%WWD0.1%

Held in common1.9%

End-of-day Nov 4, 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%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	AIVOO	Vanguard S&P Mid-Cap 400 ETFRead Desk		0.07%	1.19%	+0.7%	+13.9%	+16.4%	+18.3%	+7.8%	−8.8%	$3.7B

End-of-day Nov 4, 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%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	AIVOO	Vanguard S&P Mid-Cap 400 ETFRead Desk		0.07%	1.19%	+0.7%	+13.9%	+16.4%	+18.3%	+7.8%	−8.8%	$3.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVOO vs IWF

IVOO

Vanguard S&P Mid-Cap 400

$14,589

IWF

iShares Russell 1000 Growth

$16,559

MeasureIVOOIWF

Fee0.07%0.18%

Cost on $10k a year$7$18

Yield1.19%0.37%

5 years, per year+7.8%+10.6%

3 years, per year+18.3%+22.3%

Worst drop · 1Y−8.8%−15.6%

Volatility · 1Y15.0%18.3%

4–2measures won
IVOO first

1.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IVOO, IWF

Today

1.9%most shared, IVOO and IWF

IVOOIWF

IVOO—1.9%

IWF1.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$112most kept, IVOO

IVOO$119 − $7 = $112

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee