MVAL vs IWF

AMVAL

BIWF

Measures won3–1MVAL wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · IWF $16,559

Lowest cost0.03%VUG · $3 on $10k

Most income1.51%MVAL · $151 on $10k

Smallest drop−12.2%MVAL · worst fall in 1Y

Held in common9.2%MVAL and IWF

MVAL

IWF

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3MiShares Russell 1000 Growth ETF · $121B

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

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

0.50%Expense ratio$50 · $18 on $10k · lower wins0.18%

1.51%12-mo yield$151 · $37 on $10k0.37%

−12.2%Worst dropSmaller wins−15.6%

15.0%VolatilityLower wins18.3%

3–1MVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMVAL · IWF

3.7%MSFT6.1%

2.8%META3.5%

1.5%TXN0.9%

0.8%GOOGL5.1%

Held in common9.2%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	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
3	AMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk	0.50%	1.51%	+4.7%	+15.9%	+21.7%	new	new	−12.2%	$3M

End-of-day Nov 4, 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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	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
3	AMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk	0.50%	1.51%	+4.7%	+15.9%	+21.7%	new	new	−12.2%	$3M

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

MVAL vs IWF

MVAL

VanEck ETF Trust - VanEck Morningstar Wide Moat Value

[…]

IWF

iShares Russell 1000 Growth

$16,559

MeasureMVALIWF

Fee0.50%0.18%

Cost on $10k a year$50$18

Yield1.51%0.37%

5 years, per year[…]+10.6%

3 years, per year[…]+22.3%

Worst drop · 1Y−12.2%−15.6%

Volatility · 1Y15.0%18.3%

3–1measures won
MVAL first

9.2%

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: MVAL, IWF, VUG

Today

77.4%most shared, IWF and VUG

MVALIWFVUG

MVAL—9.2%8.2%

IWF9.2%—77.4%

VUG8.2%77.4%—

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

Income After Fees on $10,000

$101most kept, MVAL

MVAL$151 − $50 = $101

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

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