IWF vs SVAL

AIWF

BSVAL

Measures won2–4SVAL wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · SVAL $14,844

Lowest cost0.06%IJR · $6 on $10k

Most income2.25%SVAL · $225 on $10k

Smallest drop−9.0%SVAL · 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

+19.4%3 years · per year$17,022 · $17,331+20.1%

+9.1%5 years · per year$15,442 · $14,844+8.2%

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

0.39%12-mo yield$39 · $225 on $10k2.25%

−14.6%Worst dropSmaller wins−9.0%

19.4%VolatilityLower wins15.4%

2–4SVAL wins

$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 6, 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%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.25%	−0.7%	+22.4%	+27.6%	+20.1%	+8.2%	−9.0%	$158M
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B

End-of-day Nov 6, 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%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.25%	−0.7%	+22.4%	+27.6%	+20.1%	+8.2%	−9.0%	$158M
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B

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 SVAL

IWF

iShares Russell 1000 Growth

$15,442

SVAL

iShares US Small Cap Value Factor

$14,844

MeasureIWFSVAL

Fee0.18%0.20%

Cost on $10k a year$18$20

Yield0.39%2.25%

5 years, per year+9.1%+8.2%

3 years, per year+19.4%+20.1%

Worst drop · 1Y−14.6%−9.0%

Volatility · 1Y19.4%15.4%

4–2measures won
SVAL first

0.0%

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, SVAL, IJR

Today

14.7%most shared, SVAL and IJR

IWFSVALIJR

IWF—0.0%0.1%

SVAL0.0%—14.7%

IJR0.1%14.7%—

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

Income After Fees on $10,000

$205most kept, SVAL

SVAL$225 − $20 = $205

IJR$124 − $6 = $118

IWF$39 − $18 = $21

KeptFee

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