IWF vs FVAL

AIWF

BFVAL

Measures won0–6FVAL wins · of 6 · 5Y

$10,000 · 5Y$17,546FVAL · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.53%FVAL · $153 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

+19.5%3 years · per year$17,073 · $18,176+22.0%

+8.9%5 years · per year$15,330 · $17,546+11.9%

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

0.39%12-mo yield$39 · $153 on $10k1.53%

−14.6%Worst dropSmaller wins−8.9%

19.3%VolatilityLower wins12.4%

0–6FVAL wins

$10,000 · 5 yearsAll three, one 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 5, 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	BFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.53%	−3.5%	+12.7%	+16.8%	+22.0%	+11.9%	−8.9%	$1.4B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	AIWF	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

All Three

5Y3 funds

#
1	BFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.53%	−3.5%	+12.7%	+16.8%	+22.0%	+11.9%	−8.9%	$1.4B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	AIWF	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

IWF vs FVAL

IWF

iShares Russell 1000 Growth

$15,330

FVAL

Fidelity Value Factor

$17,546

MeasureIWFFVAL

Fee0.18%0.15%

Cost on $10k a year$18$15

Yield0.39%1.53%

5 years, per year+8.9%+11.9%

3 years, per year+19.5%+22.0%

Worst drop · 1Y−14.6%−8.9%

Volatility · 1Y19.3%12.4%

6–0measures won
FVAL first

43.6%

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: IWF, FVAL, VUG

Today

78.0%most shared, IWF and VUG

IWFFVALVUG

IWF—43.6%78.0%

FVAL43.6%—42.7%

VUG78.0%42.7%—

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

Income After Fees on $10,000

$138most kept, FVAL

FVAL$153 − $15 = $138

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

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