IWN vs VUG

AIWN

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,153VUG · IWN $14,665

Lowest cost0.03%VUG · $3 on $10k

Most income1.49%IWN · $149 on $10k

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

Held in common0.0%IWN and VUG

IWN

VUG

iShares Russell 2000 Value ETF · $14.1BVanguard Morningstar Growth ETF · $233B

+22.1%3 years · per year$18,224 · $19,712+25.4%

+8.0%5 years · per year$14,665 · $17,153+11.4%

0.24%Expense ratio$24 · $3 on $10k · lower wins0.03%

1.49%12-mo yield$149 · $40 on $10k0.40%

−8.5%Worst dropSmaller wins−16.1%

15.6%VolatilityLower wins18.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIWN · VUG

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

Held in common0.0%

End-of-day Nov 4, 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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AIWN	iShares Russell 2000 Value ETFRead Desk		0.24%	1.49%	+1.7%	+21.9%	+25.4%	+22.1%	+8.0%	−8.5%	$14.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AIWN	iShares Russell 2000 Value ETFRead Desk		0.24%	1.49%	+1.7%	+21.9%	+25.4%	+22.1%	+8.0%	−8.5%	$14.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWN vs VUG

IWN

iShares Russell 2000 Value

$14,665

VUG

Vanguard Morningstar Growth

$17,153

MeasureIWNVUG

Fee0.24%0.03%

Cost on $10k a year$24$3

Yield1.49%0.40%

5 years, per year+8.0%+11.4%

3 years, per year+22.1%+25.4%

Worst drop · 1Y−8.5%−16.1%

Volatility · 1Y15.6%18.2%

3–3measures won
level

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: IWN, VUG

Today

0.0%most shared, IWN and VUG

IWNVUG

IWN—0.0%

VUG0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$125most kept, IWN

IWN$149 − $24 = $125

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee