IWF vs VUG

AIWF

BVUG

Measures won1–5VUG wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income0.90%DFAC · $90 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common78.0%IWF and VUG

IWF

VUG

iShares Russell 1000 Growth ETF · $115BVanguard Morningstar Growth ETF · $233B

+19.4%3 years · per year$17,022 · $18,415+22.6%

+9.1%5 years · per year$15,442 · $16,124+10.0%

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

0.39%12-mo yield$39 · $42 on $10k0.42%

−14.6%Worst dropSmaller wins−15.1%

19.4%VolatilityLower wins19.0%

1–5VUG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWF · VUG

14.1%NVDA13.5%

9.0%AAPL12.5%

6.6%MSFT9.7%

5.5%GOOGL5.2%

Held in common78.0%

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	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	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

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	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	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

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 VUG

IWF

iShares Russell 1000 Growth

$15,442

VUG

Vanguard Morningstar Growth

$16,124

MeasureIWFVUG

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield0.39%0.42%

5 years, per year+9.1%+10.0%

3 years, per year+19.4%+22.6%

Worst drop · 1Y−14.6%−15.1%

Volatility · 1Y19.4%19.0%

4–1measures won
VUG first

78.0%

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, VUG, DFAC

Today

78.0%most shared, IWF and VUG

IWFVUGDFAC

IWF—78.0%40.2%

VUG78.0%—35.7%

DFAC40.2%35.7%—

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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