IWF vs SQLV

AIWF

BSQLV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,559IWF · SQLV $15,155

Lowest cost0.18%IWF · $18 on $10k

Most income0.99%SQLV · $99 on $10k

Smallest drop−7.7%SQLV · worst fall in 1Y

Held in common0.0%IWF and SQLV

IWF

SQLV

iShares Russell 1000 Growth ETF · $120BRoyce Quant Small-Cap Quality Value ETF · $40M

+22.3%3 years · per year$18,310 · $16,710+18.7%

+10.6%5 years · per year$16,559 · $15,155+8.7%

0.18%Expense ratio$18 · $60 on $10k · lower wins0.60%

0.37%12-mo yield$37 · $99 on $10k0.99%

−15.6%Worst dropSmaller wins−7.7%

18.3%VolatilityLower wins16.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIWF · SQLV

0.0%IRDM0.5%

0.0%HRB0.9%

0.0%KD0.8%

Held in common0.0%

End-of-day Nov 4, 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%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk		0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$40M

End-of-day Nov 4, 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%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk		0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$40M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWF vs SQLV

IWF

iShares Russell 1000 Growth

$16,559

SQLV

Royce Quant Small-Cap Quality Value

$15,155

MeasureIWFSQLV

Fee0.18%0.60%

Cost on $10k a year$18$60

Yield0.37%0.99%

5 years, per year+10.6%+8.7%

3 years, per year+22.3%+18.7%

Worst drop · 1Y−15.6%−7.7%

Volatility · 1Y18.3%16.0%

3–3measures won
level

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: IWF, SQLV

Today

0.0%most shared, IWF and SQLV

IWFSQLV

IWF—0.0%

SQLV0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$39most kept, SQLV

SQLV$99 − $60 = $39

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee