IWF vs FVAL

AIWF

BFVAL

Measures won0–6FVAL wins · of 6 · 5Y

$10,000 · 5Y$18,310FVAL · IWF $16,559

Lowest cost0.15%FVAL · $15 on $10k

Most income1.47%FVAL · $147 on $10k

Smallest drop−8.9%FVAL · worst fall in 1Y

Held in common43.6%IWF and FVAL

IWF

FVAL

iShares Russell 1000 Growth ETF · $121BFidelity Value Factor ETF · $1.4B

+22.3%3 years · per year$18,310 · $18,950+23.7%

+10.6%5 years · per year$16,559 · $18,310+12.9%

0.18%Expense ratio$18 · $15 on $10k · lower wins0.15%

0.37%12-mo yield$37 · $147 on $10k1.47%

−15.6%Worst dropSmaller wins−8.9%

18.3%VolatilityLower wins11.9%

0–6FVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWF · FVAL

8.5%AAPL7.9%

14.6%NVDA7.4%

6.4%MSFT6.5%

5.3%GOOGL4.3%

Held in common43.6%

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	BFVAL	Fidelity Value Factor ETFRead Desk		0.15%	1.47%	+2.0%	+16.7%	+19.9%	+23.7%	+12.9%	−8.9%	$1.4B
2	AIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

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	BFVAL	Fidelity Value Factor ETFRead Desk		0.15%	1.47%	+2.0%	+16.7%	+19.9%	+23.7%	+12.9%	−8.9%	$1.4B
2	AIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

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

IWF vs FVAL

IWF

iShares Russell 1000 Growth

$16,559

FVAL

Fidelity Value Factor

$18,310

MeasureIWFFVAL

Fee0.18%0.15%

Cost on $10k a year$18$15

Yield0.37%1.47%

5 years, per year+10.6%+12.9%

3 years, per year+22.3%+23.7%

Worst drop · 1Y−15.6%−8.9%

Volatility · 1Y18.3%11.9%

6–0measures won
FVAL first

43.6%

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: IWF, FVAL

Today

43.6%most shared, IWF and FVAL

IWFFVAL

IWF—43.6%

FVAL43.6%—

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

Income After Fees on $10,000

$132most kept, FVAL

FVAL$147 − $15 = $132

IWF$37 − $18 = $19

KeptFee

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