IWF vs VO

AIWF

BVO

Measures won2–4VO wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common9.2%IWF and VO

IWF

iShares Russell 1000 Growth ETF · $113BVanguard Morningstar Mid-Cap ETF · $103B

+19.4%3 years · per year$17,022 · $16,701+18.6%

+9.1%5 years · per year$15,442 · $13,590+6.3%

0.18%Expense ratio$18 · $3 on $10k · lower wins0.03%

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

−14.6%Worst dropSmaller wins−8.2%

19.4%VolatilityLower wins12.9%

2–4VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWF · VO

0.3%SNOW0.6%

0.3%HLT0.7%

0.3%HWM0.9%

0.3%NET1.1%

Held in common9.2%

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%	$112.9B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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%	$112.9B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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 VO

IWF

iShares Russell 1000 Growth

$15,442

Vanguard Morningstar Mid-Cap

$13,590

MeasureIWFVO

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield0.39%1.39%

5 years, per year+9.1%+6.3%

3 years, per year+19.4%+18.6%

Worst drop · 1Y−14.6%−8.2%

Volatility · 1Y19.4%12.9%

4–2measures won
VO first

9.2%

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$59.1B

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, VO

Today

9.2%most shared, IWF and VO

IWFVO

IWF—9.2%

VO9.2%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IWF$39 − $18 = $21

KeptFee

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