IWS vs IWF

AIWS

BIWF

Measures won4–2IWS wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · IWS $15,352

Lowest cost0.18%IWF · $18 on $10k

Most income1.31%IWS · $131 on $10k

Smallest drop−7.5%IWS · worst fall in 1Y

Held in common2.7%IWS and IWF

IWS

IWF

iShares Russell Mid-Cap Value ETF · $14.8BiShares Russell 1000 Growth ETF · $115B

+20.9%3 years · per year$17,688 · $17,022+19.4%

+9.0%5 years · per year$15,352 · $15,442+9.1%

0.23%Expense ratio$23 · $18 on $10k · lower wins0.18%

1.31%12-mo yield$131 · $39 on $10k0.39%

−7.5%Worst dropSmaller wins−14.6%

13.3%VolatilityLower wins19.4%

4–2IWS wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWS · IWF

0.5%MPC0.2%

0.3%RCL0.2%

0.1%FAST0.2%

0.1%HOOD0.2%

Held in common2.7%

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	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
2	AIWS	iShares Russell Mid-Cap Value ETFRead Desk		0.23%	1.31%	−0.1%	+20.6%	+23.9%	+20.9%	+9.0%	−7.5%	$14.8B

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	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
2	AIWS	iShares Russell Mid-Cap Value ETFRead Desk		0.23%	1.31%	−0.1%	+20.6%	+23.9%	+20.9%	+9.0%	−7.5%	$14.8B

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

IWS vs IWF

IWS

iShares Russell Mid-Cap Value

$15,352

IWF

iShares Russell 1000 Growth

$15,442

MeasureIWSIWF

Fee0.23%0.18%

Cost on $10k a year$23$18

Yield1.31%0.39%

5 years, per year+9.0%+9.1%

3 years, per year+20.9%+19.4%

Worst drop · 1Y−7.5%−14.6%

Volatility · 1Y13.3%19.4%

4–2measures won
IWS first

2.7%

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: IWS, IWF

Today

2.7%most shared, IWS and IWF

IWSIWF

IWS—2.7%

IWF2.7%—

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

Income After Fees on $10,000

$108most kept, IWS

IWS$131 − $23 = $108

IWF$39 − $18 = $21

KeptFee

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