IWF vs SIZE

AIWF

BSIZE

Measures won2–4SIZE wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · SIZE $14,104

Lowest cost0.15%SIZE · $15 on $10k

Most income1.39%SIZE · $139 on $10k

Smallest drop−8.0%SIZE · worst fall in 1Y

Held in common20.7%IWF and SIZE

IWF

SIZE

iShares Russell 1000 Growth ETF · $115BiShares MSCI USA Size Factor ETF · $425M

+19.4%3 years · per year$17,022 · $16,431+18.0%

+9.1%5 years · per year$15,442 · $14,104+7.1%

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

0.39%12-mo yield$39 · $139 on $10k1.39%

−14.6%Worst dropSmaller wins−8.0%

19.4%VolatilityLower wins13.2%

2–4SIZE wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWF · SIZE

0.3%SNOW0.3%

0.4%MCK0.3%

0.7%CRWD0.3%

0.6%AMGN0.2%

Held in common20.7%

End-of-day Nov 6, 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	AIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	BSIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.39%	−0.4%	+10.6%	+12.4%	+18.0%	+7.1%	−8.0%	$425M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	BSIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.39%	−0.4%	+10.6%	+12.4%	+18.0%	+7.1%	−8.0%	$425M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWF vs SIZE

IWF

iShares Russell 1000 Growth

$15,442

SIZE

iShares MSCI USA Size Factor

$14,104

MeasureIWFSIZE

Fee0.18%0.15%

Cost on $10k a year$18$15

Yield0.39%1.39%

5 years, per year+9.1%+7.1%

3 years, per year+19.4%+18.0%

Worst drop · 1Y−14.6%−8.0%

Volatility · 1Y19.4%13.2%

4–2measures won
SIZE first

20.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IWF, SIZE

Today

20.7%most shared, IWF and SIZE

IWFSIZE

IWF—20.7%

SIZE20.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, SIZE

SIZE$139 − $15 = $124

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee