MFUS vs IWF

AMFUS

BIWF

Measures won5–1MFUS wins · of 6 · 5Y

$10,000 · 5Y$17,286MFUS · IWF $15,330

Lowest cost0.18%IWF · $18 on $10k

Most income1.46%MFUS · $146 on $10k

Smallest drop−6.4%MFUS · worst fall in 1Y

Held in common22.8%MFUS and IWF

MFUS

IWF

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF · $320MiShares Russell 1000 Growth ETF · $113B

+21.9%3 years · per year$18,115 · $17,073+19.5%

+11.6%5 years · per year$17,286 · $15,330+8.9%

0.29%Expense ratio$29 · $18 on $10k · lower wins0.18%

1.46%12-mo yield$146 · $39 on $10k0.39%

−6.4%Worst dropSmaller wins−14.6%

12.0%VolatilityLower wins19.3%

5–1MFUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsMFUS · IWF

2.3%AAPL8.5%

1.7%LLY3.5%

0.8%AMAT0.9%

0.8%LRCX0.9%

Held in common22.8%

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	AMFUS	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFRead Desk		0.29%	1.46%	−3.6%	+14.2%	+17.6%	+21.9%	+11.6%	−6.4%	$320M
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	AMFUS	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFRead Desk		0.29%	1.46%	−3.6%	+14.2%	+17.6%	+21.9%	+11.6%	−6.4%	$320M
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

MFUS vs IWF

MFUS

PIMCO RAFI Dynamic Multi-Factor U.S. Equity

$17,286

IWF

iShares Russell 1000 Growth

$15,330

MeasureMFUSIWF

Fee0.29%0.18%

Cost on $10k a year$29$18

Yield1.46%0.39%

5 years, per year+11.6%+8.9%

3 years, per year+21.9%+19.5%

Worst drop · 1Y−6.4%−14.6%

Volatility · 1Y12.0%19.3%

5–1measures won
MFUS first

22.8%

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: MFUS, IWF

Today

22.8%most shared, MFUS and IWF

MFUSIWF

MFUS—22.8%

IWF22.8%—

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

Income After Fees on $10,000

$117most kept, MFUS

MFUS$146 − $29 = $117

IWF$39 − $18 = $21

KeptFee

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