IWR vs IWF

AIWR

BIWF

Measures won3–2IWR wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · IWR $14,596

Lowest cost0.18%IWR · $18 on $10k

Most income1.14%IWR · $114 on $10k

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

Held in common10.3%IWR and IWF

IWR

IWF

iShares Russell Mid-Cap ETF · $58.8BiShares Russell 1000 Growth ETF · $121B

+21.2%3 years · per year$17,790 · $18,310+22.3%

+7.9%5 years · per year$14,596 · $16,559+10.6%

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

1.14%12-mo yield$114 · $37 on $10k0.37%

−8.2%Worst dropSmaller wins−15.6%

13.4%VolatilityLower wins18.3%

3–2IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWR · IWF

0.7%SNOW0.3%

0.6%NET0.3%

0.5%DDOG0.2%

0.5%SPG0.2%

Held in common10.3%

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	AIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.8B

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	AIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.8B

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

IWR vs IWF

IWR

iShares Russell Mid-Cap

$14,596

IWF

iShares Russell 1000 Growth

$16,559

MeasureIWRIWF

Fee0.18%0.18%

Cost on $10k a year$18$18

Yield1.14%0.37%

5 years, per year+7.9%+10.6%

3 years, per year+21.2%+22.3%

Worst drop · 1Y−8.2%−15.6%

Volatility · 1Y13.4%18.3%

3–2measures won
IWR first

10.3%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IWR, IWF

Today

10.3%most shared, IWR and IWF

IWRIWF

IWR—10.3%

IWF10.3%—

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

Income After Fees on $10,000

$96most kept, IWR

IWR$114 − $18 = $96

IWF$37 − $18 = $19

KeptFee

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