LSVD vs IWF

ALSVD

BIWF

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IWF $15,330

Lowest cost0.03%VUG · $3 on $10k

Most income0.43%VUG · $43 on $10k

Smallest drop−8.1%LSVD · worst fall in 1Y

Held in common33.4%LSVD and IWF

LSVD

IWF

LSV Disciplined Value ETF · $654MiShares Russell 1000 Growth ETF · $121B

[…]3 years · per year[…] · $17,073+19.5%

[…]5 years · per year[…] · $15,330+8.9%

0.40%Expense ratio$40 · $18 on $10k · lower wins0.18%

0.28%12-mo yield$28 · $39 on $10k0.39%

−8.1%Worst dropSmaller wins−14.6%

14.0%VolatilityLower wins19.3%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLSVD · IWF

6.0%AAPL8.5%

6.0%NVDA14.6%

3.6%MSFT6.4%

3.1%GOOGL5.3%

Held in common33.4%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	ALSVD	LSV Disciplined Value ETFRead Desk	0.40%	0.28%	−4.2%	+15.2%	+20.3%	new	new	−8.1%	$654M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	ALSVD	LSV Disciplined Value ETFRead Desk	0.40%	0.28%	−4.2%	+15.2%	+20.3%	new	new	−8.1%	$654M

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

LSVD vs IWF

LSVD

LSV Disciplined Value

[…]

IWF

iShares Russell 1000 Growth

$15,330

MeasureLSVDIWF

Fee0.40%0.18%

Cost on $10k a year$40$18

Yield0.28%0.39%

5 years, per year[…]+8.9%

3 years, per year[…]+19.5%

Worst drop · 1Y−8.1%−14.6%

Volatility · 1Y14.0%19.3%

2–2measures won
level

33.4%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: LSVD, IWF, VUG

Today

78.0%most shared, IWF and VUG

LSVDIWFVUG

LSVD—33.4%33.0%

IWF33.4%—78.0%

VUG33.0%78.0%—

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

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

IWF$39 − $18 = $21

LSVD$28 − $40 = −$12

KeptFee

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