IWN vs IWF

AIWN

BIWF

Measures won4–2IWN wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income1.54%IWN · $154 on $10k

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

Held in common0.0%IWN and IWF

IWN

IWF

iShares Russell 2000 Value ETF · $13.9BiShares Russell 1000 Growth ETF · $115B

+20.1%3 years · per year$17,306 · $17,022+19.4%

+6.8%5 years · per year$13,927 · $15,442+9.1%

0.24%Expense ratio$24 · $18 on $10k · lower wins0.18%

1.54%12-mo yield$154 · $39 on $10k0.39%

−8.5%Worst dropSmaller wins−14.6%

15.9%VolatilityLower wins19.4%

4–2IWN wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWN · IWF

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	AIWN	iShares Russell 2000 Value ETFRead Desk	0.24%	1.54%	−0.2%	+17.5%	+21.0%	+20.1%	+6.8%	−8.5%	$13.9B

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	AIWN	iShares Russell 2000 Value ETFRead Desk	0.24%	1.54%	−0.2%	+17.5%	+21.0%	+20.1%	+6.8%	−8.5%	$13.9B

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

IWN vs IWF

IWN

iShares Russell 2000 Value

$13,927

IWF

iShares Russell 1000 Growth

$15,442

MeasureIWNIWF

Fee0.24%0.18%

Cost on $10k a year$24$18

Yield1.54%0.39%

5 years, per year+6.8%+9.1%

3 years, per year+20.1%+19.4%

Worst drop · 1Y−8.5%−14.6%

Volatility · 1Y15.9%19.4%

4–2measures won
IWN 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IWN, IWF, VUG

Today

78.0%most shared, IWF and VUG

IWNIWFVUG

IWN—0.0%0.0%

IWF0.0%—78.0%

VUG0.0%78.0%—

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

Income After Fees on $10,000

$130most kept, IWN

IWN$154 − $24 = $130

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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