IYY vs IWF

AIYY

BIWF

Measures won5–1IYY wins · of 6 · 5Y

$10,000 · 5Y$16,435IYY · IWF $15,330

Lowest cost0.18%IWF · $18 on $10k

Most income0.91%IYY · $91 on $10k

Smallest drop−8.9%IYY · worst fall in 1Y

Held in common55.3%IYY and IWF

IYY

IWF

iShares Dow Jones U.S. ETF · $2.9BiShares Russell 1000 Growth ETF · $113B

+21.8%3 years · per year$18,070 · $17,073+19.5%

+10.4%5 years · per year$16,435 · $15,330+8.9%

0.20%Expense ratio$20 · $18 on $10k · lower wins0.18%

0.91%12-mo yield$91 · $39 on $10k0.39%

−8.9%Worst dropSmaller wins−14.6%

13.7%VolatilityLower wins19.3%

5–1IYY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYY · IWF

7.2%AAPL8.5%

6.8%NVDA14.6%

5.8%MSFT6.4%

2.4%GOOGL5.3%

Held in common55.3%

End-of-day Nov 5, 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	AIYY	iShares Dow Jones U.S. ETFRead Desk		0.20%	0.91%	−4.3%	+8.2%	+9.5%	+21.8%	+10.4%	−8.9%	$2.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B

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

Both

5Y2 funds

#			Trend
1	AIYY	iShares Dow Jones U.S. ETFRead Desk		0.20%	0.91%	−4.3%	+8.2%	+9.5%	+21.8%	+10.4%	−8.9%	$2.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B

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

Cards for this view

IYY vs IWF

IYY

iShares Dow Jones U.S.

$16,435

IWF

iShares Russell 1000 Growth

$15,330

MeasureIYYIWF

Fee0.20%0.18%

Cost on $10k a year$20$18

Yield0.91%0.39%

5 years, per year+10.4%+8.9%

3 years, per year+21.8%+19.5%

Worst drop · 1Y−8.9%−14.6%

Volatility · 1Y13.7%19.3%

5–1measures won
IYY first

55.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IYY, IWF

Today

55.3%most shared, IYY and IWF

IYYIWF

IYY—55.3%

IWF55.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$71most kept, IYY

IYY$91 − $20 = $71

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee