IWF vs FVAL5YIWFIWFAvsBFVALFVALiShares Russell 1000 Growth ETF · $119BFidelity Value Factor ETF · $1.4BReturns · dividends in+19.2%3 years · per year$16,957 · $17,775+21.1%+9.4%5 years · per year$15,697 · $17,546+11.9%Cost and income0.18%Expense ratio$18 · $15 on $10k · lower wins0.15%0.37%12-mo yield$37 · $150 on $10k
Overlap: IWF, FVAL, IJRToday43.2%most shared, IWF and FVALIWFFVALIJRIWF—43.2%0.1%FVAL43.2%—0.3%IJR0.1%0.3%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
IWF vs FVAL5YAIWFiShares Russell 1000 Growth$15,697vsFVALBFidelity Value Factor$17,546$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BFVALFidelity Value Factor ETFReadDesk0.15%1.50%−0.4%+14.5%+17.1%+21.1%+11.9%−8.9%$1.4B2AIWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%−0.4%−1.5%−3.0%+19.2%+9.4%−14.6%$119.2B3IJRiShares Core S&P Small-Cap ETFReadDesk0.06%1.21%−1.2%+18.0%+19.1%+16.7%+5.3%−9.7%$107.1BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BFVALFidelity Value Factor ETFReadDesk0.15%1.50%−0.4%+14.5%+17.1%+21.1%+11.9%−8.9%$1.4B2AIWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%−0.4%−1.5%−3.0%+19.2%+9.4%−14.6%$119.2B3IJRiShares Core S&P Small-Cap ETFReadDesk0.06%1.21%−1.2%+18.0%+19.1%+16.7%+5.3%−9.7%$107.1BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+4.9%vsBSSCHGSchwab+5.6%Jan 1Nov 12+4.9%+5.6%+4.9%Year to date+5.6%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: IWF, FVAL, IJRToday43.2%most shared, IWF and FVALIWFFVALIJRIWF—43.2%0.1%FVAL43.2%—0.3%IJR0.1%0.3%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$135most kept, FVALFVAL$150 − $15 = $135IJR$121 − $6 = $115IWF$37 − $18 = $19KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee