IWF vs BVAL

AIWF

BBVAL

Measures won1–3BVAL wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IWF $15,892

Lowest cost0.03%VUG · $3 on $10k

Most income1.14%BVAL · $114 on $10k

Smallest drop−6.7%BVAL · worst fall in 1Y

Held in common0.0%IWF and BVAL

IWF

BVAL

iShares Russell 1000 Growth ETF · $115BBluemonte Large Cap Value ETF · $311M

+19.8%3 years · per year$17,207 · […][…]

+9.7%5 years · per year$15,892 · […][…]

0.18%Expense ratio$18 · $29 on $10k · lower wins0.29%

0.38%12-mo yield$38 · $114 on $10k1.14%

−14.6%Worst dropSmaller wins−6.7%

19.5%VolatilityLower wins10.9%

1–3BVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWF · BVAL

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

Held in common0.0%

End-of-day Nov 9, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	AIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	BBVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.14%	+2.1%	+17.3%	+21.1%	new	new	−6.7%	$311M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	AIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	BBVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.14%	+2.1%	+17.3%	+21.1%	new	new	−6.7%	$311M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWF vs BVAL

IWF

iShares Russell 1000 Growth

$15,892

BVAL

Bluemonte Large Cap Value

[…]

MeasureIWFBVAL

Fee0.18%0.29%

Cost on $10k a year$18$29

Yield0.38%1.14%

5 years, per year+9.7%[…]

3 years, per year+19.8%[…]

Worst drop · 1Y−14.6%−6.7%

Volatility · 1Y19.5%10.9%

3–1measures won
BVAL first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IWF, BVAL, VUG

Today

78.1%most shared, IWF and VUG

IWFBVALVUG

IWF—0.0%78.1%

BVAL0.0%—0.0%

VUG78.1%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$85most kept, BVAL

BVAL$114 − $29 = $85

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee