IWF vs SVAL

AIWF

BSVAL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,892IWF · SVAL $14,772

Lowest cost0.05%IJH · $5 on $10k

Most income2.20%SVAL · $220 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common0.0%IWF and SVAL

IWF

SVAL

iShares Russell 1000 Growth ETF · $115BiShares US Small Cap Value Factor ETF · $158M

+19.8%3 years · per year$17,207 · $17,153+19.7%

+9.7%5 years · per year$15,892 · $14,772+8.1%

0.18%Expense ratio$18 · $20 on $10k · lower wins0.20%

0.38%12-mo yield$38 · $220 on $10k2.20%

−14.6%Worst dropSmaller wins−9.0%

19.5%VolatilityLower wins15.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWF · SVAL

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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	AIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.20%	+2.4%	+25.3%	+32.5%	+19.7%	+8.1%	−9.0%	$158M
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.20%	+2.4%	+25.3%	+32.5%	+19.7%	+8.1%	−9.0%	$158M
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWF vs SVAL

IWF

iShares Russell 1000 Growth

$15,892

SVAL

iShares US Small Cap Value Factor

$14,772

MeasureIWFSVAL

Fee0.18%0.20%

Cost on $10k a year$18$20

Yield0.38%2.20%

5 years, per year+9.7%+8.1%

3 years, per year+19.8%+19.7%

Worst drop · 1Y−14.6%−9.0%

Volatility · 1Y19.5%15.5%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IWF, SVAL, IJH

Today

2.1%most shared, SVAL and IJH

IWFSVALIJH

IWF—0.0%1.8%

SVAL0.0%—2.1%

IJH1.8%2.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$200most kept, SVAL

SVAL$220 − $20 = $200

IJH$121 − $5 = $116

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee