IWF vs SMLF

AIWF

BSMLF

Measures won0–6SMLF wins · of 6 · 5Y

$10,000 · 5Y$15,777SMLF · IWF $15,330

Lowest cost0.15%SMLF · $15 on $10k

Most income1.02%SMLF · $102 on $10k

Smallest drop−8.7%SMLF · worst fall in 1Y

Held in common2.9%IWF and SMLF

IWF

SMLF

iShares Russell 1000 Growth ETF · $121BiShares U.S. Small-Cap Equity Factor ETF · $4.3B

+19.5%3 years · per year$17,073 · $17,700+21.0%

+8.9%5 years · per year$15,330 · $15,777+9.5%

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

0.39%12-mo yield$39 · $102 on $10k1.02%

−14.6%Worst dropSmaller wins−8.7%

19.3%VolatilityLower wins17.4%

0–6SMLF wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWF · SMLF

0.1%P0.6%

0.1%EME0.8%

0.1%JBL0.6%

0.1%TPR0.5%

Held in common2.9%

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	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	1.02%	−4.3%	+11.7%	+14.6%	+21.0%	+9.5%	−8.7%	$4.3B
2	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

Both

5Y2 funds

#			Trend
1	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	1.02%	−4.3%	+11.7%	+14.6%	+21.0%	+9.5%	−8.7%	$4.3B
2	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 SMLF

IWF

iShares Russell 1000 Growth

$15,330

SMLF

iShares U.S. Small-Cap Equity Factor

$15,777

MeasureIWFSMLF

Fee0.18%0.15%

Cost on $10k a year$18$15

Yield0.39%1.02%

5 years, per year+8.9%+9.5%

3 years, per year+19.5%+21.0%

Worst drop · 1Y−14.6%−8.7%

Volatility · 1Y19.3%17.4%

6–0measures won
SMLF first

2.9%

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, SMLF

Today

2.9%most shared, IWF and SMLF

IWFSMLF

IWF—2.9%

SMLF2.9%—

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

Income After Fees on $10,000

$87most kept, SMLF

SMLF$102 − $15 = $87

IWF$39 − $18 = $21

KeptFee

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