MSML vs IWF

AMSML

BIWF

Measures won2–0MSML wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF

Lowest cost0.04%MSML · $4 on $10k

Most income1.32%MSML · $132 on $10k

Smallest drop−15.6%IWF · worst fall in 1Y

Held in common2.1%MSML and IWF

MSML

IWF

iShares MSCI USA Small-Cap ETF · $281MiShares Russell 1000 Growth ETF · $121B

[…]3 years · per year[…] · $18,310+22.3%

[…]5 years · per year[…] · $16,559+10.6%

0.04%Expense ratio$4 · $18 on $10k · lower wins0.18%

1.32%12-mo yield$132 · $37 on $10k0.37%

[…]Worst dropSmaller wins−15.6%

[…]VolatilityLower wins18.3%

2–0MSML wins

$10,000 · 5 yearsOne scale

Shared top holdingsMSML · IWF

0.3%GH0.1%

0.3%ROKU0.1%

0.3%WWD0.1%

0.2%MTSI0.0%

Held in common2.1%

End-of-day Nov 4, 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%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	AMSML	iShares MSCI USA Small-Cap ETFRead Desk		0.04%	1.32%	+1.4%	new	new	new	new	[…]	$281M

End-of-day Nov 4, 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%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	AMSML	iShares MSCI USA Small-Cap ETFRead Desk		0.04%	1.32%	+1.4%	new	new	new	new	[…]	$281M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MSML vs IWF

MSML

iShares MSCI USA Small-Cap

[…]

IWF

iShares Russell 1000 Growth

$16,559

MeasureMSMLIWF

Fee0.04%0.18%

Cost on $10k a year$4$18

Yield1.32%0.37%

5 years, per year[…]+10.6%

3 years, per year[…]+22.3%

Worst drop · 1Y[…]−15.6%

Volatility · 1Y[…]18.3%

2–0measures won
MSML first

2.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: MSML, IWF

Today

2.1%most shared, MSML and IWF

MSMLIWF

MSML—2.1%

IWF2.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$128most kept, MSML

MSML$132 − $4 = $128

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee