JAVA vs IWF

AJAVA

BIWF

Measures won5–1JAVA wins · of 6 · 5Y

$10,000 · 5Y$17,498JAVA · IWF $15,892

Lowest cost0.18%IWF · $18 on $10k

Most income1.12%JAVA · $112 on $10k

Smallest drop−8.3%JAVA · worst fall in 1Y

Held in common18.2%JAVA and IWF

JAVA

IWF

JPMorgan Active Value ETF · $7.4BiShares Russell 1000 Growth ETF · $118B

+20.1%3 years · per year$17,322 · $17,207+19.8%

+11.8%5 years · per year$17,498 · $15,892+9.7%

0.44%Expense ratio$44 · $18 on $10k · lower wins0.18%

1.12%12-mo yield$112 · $38 on $10k0.38%

−8.3%Worst dropSmaller wins−14.6%

12.0%VolatilityLower wins19.5%

5–1JAVA wins

$10,000 · 5 yearsOne scale

Shared top holdingsJAVA · IWF

6.3%MSFT6.5%

3.9%AAPL8.8%

1.6%META3.6%

7.6%AMZN0.7%

Held in common18.2%

End-of-day Nov 9, 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	AJAVA	JPMorgan Active Value ETFRead Desk		0.44%	1.12%	+2.0%	+18.6%	+23.7%	+20.1%	+11.8%	−8.3%	$7.4B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AJAVA	JPMorgan Active Value ETFRead Desk		0.44%	1.12%	+2.0%	+18.6%	+23.7%	+20.1%	+11.8%	−8.3%	$7.4B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JAVA vs IWF

JAVA

JPMorgan Active Value

$17,498

IWF

iShares Russell 1000 Growth

$15,892

MeasureJAVAIWF

Fee0.44%0.18%

Cost on $10k a year$44$18

Yield1.12%0.38%

5 years, per year+11.8%+9.7%

3 years, per year+20.1%+19.8%

Worst drop · 1Y−8.3%−14.6%

Volatility · 1Y12.0%19.5%

5–1measures won
JAVA first

18.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: JAVA, IWF

Today

18.2%most shared, JAVA and IWF

JAVAIWF

JAVA—18.2%

IWF18.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$68most kept, JAVA

JAVA$112 − $44 = $68

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee