IWF vs SCHG

AIWF

BSCHG

Measures won1–5SCHG wins · of 6 · 5Y

$10,000 · 5Y$16,740SCHG · IWF $15,330

Lowest cost0.04%SCHG · $4 on $10k

Most income0.42%SCHG · $42 on $10k

Smallest drop−14.6%IWF · worst fall in 1Y

Held in common74.4%IWF and SCHG

IWF

SCHG

iShares Russell 1000 Growth ETF · $113BSchwab U.S. Large-Cap Growth ETF · $59.1B

+19.5%3 years · per year$17,073 · $18,547+22.9%

+8.9%5 years · per year$15,330 · $16,740+10.9%

0.18%Expense ratio$18 · $4 on $10k · lower wins0.04%

0.39%12-mo yield$39 · $42 on $10k0.42%

−14.6%Worst dropSmaller wins−15.0%

19.3%VolatilityLower wins17.8%

1–5SCHG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWF · SCHG

14.6%NVDA11.5%

8.5%AAPL12.1%

6.4%MSFT9.8%

5.3%GOOGL4.0%

Held in common74.4%

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

Both

5Y2 funds

#			Trend
1	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk		0.04%	0.42%	−5.5%	+0.9%	+0.1%	+22.9%	+10.9%	−15.0%	$59.1B
2	AIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B

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

Both

5Y2 funds

#			Trend
1	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk		0.04%	0.42%	−5.5%	+0.9%	+0.1%	+22.9%	+10.9%	−15.0%	$59.1B
2	AIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B

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 SCHG

IWF

iShares Russell 1000 Growth

$15,330

SCHG

Schwab U.S. Large-Cap Growth

$16,740

MeasureIWFSCHG

Fee0.18%0.04%

Cost on $10k a year$18$4

Yield0.39%0.42%

5 years, per year+8.9%+10.9%

3 years, per year+19.5%+22.9%

Worst drop · 1Y−14.6%−15.0%

Volatility · 1Y19.3%17.8%

4–1measures won
SCHG first

74.4%

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IWF, SCHG

Today

74.4%most shared, IWF and SCHG

IWFSCHG

IWF—74.4%

SCHG74.4%—

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

Income After Fees on $10,000

$38most kept, SCHG

SCHG$42 − $4 = $38

IWF$39 − $18 = $21

KeptFee

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