IWF vs SMMV

AIWF

BSMMV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,330IWF · SMMV $13,412

Lowest cost0.18%IWF · $18 on $10k

Most income5.18%NETL · $518 on $10k

Smallest drop−7.0%SMMV · worst fall in 1Y

Held in common0.6%IWF and SMMV

IWF

SMMV

iShares Russell 1000 Growth ETF · $113BiShares MSCI USA Small-Cap Min Vol Factor ETF · $279M

+19.5%3 years · per year$17,073 · $15,234+15.1%

+8.9%5 years · per year$15,330 · $13,412+6.0%

0.18%Expense ratio$18 · $20 on $10k · lower wins0.20%

0.39%12-mo yield$39 · $157 on $10k1.57%

−14.6%Worst dropSmaller wins−7.0%

19.3%VolatilityLower wins9.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWF · SMMV

0.1%WWD0.3%

0.0%HALO0.4%

0.0%MTSI0.0%

0.0%BBIO0.0%

Held in common0.6%

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	AIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.57%	−2.0%	+9.6%	+13.3%	+15.1%	+6.0%	−7.0%	$279M
3	NETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.18%	−0.9%	+6.8%	+7.5%	+10.5%	−0.6%	−16.7%	$48M

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	AIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.57%	−2.0%	+9.6%	+13.3%	+15.1%	+6.0%	−7.0%	$279M
3	NETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.18%	−0.9%	+6.8%	+7.5%	+10.5%	−0.6%	−16.7%	$48M

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

IWF vs SMMV

IWF

iShares Russell 1000 Growth

$15,330

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,413

MeasureIWFSMMV

Fee0.18%0.20%

Cost on $10k a year$18$20

Yield0.39%1.57%

5 years, per year+8.9%+6.0%

3 years, per year+19.5%+15.1%

Worst drop · 1Y−14.6%−7.0%

Volatility · 1Y19.3%9.8%

3–3measures won
level

0.6%

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: NETL, SMMV, IWF

Today

3.1%most shared, NETL and SMMV

NETLSMMVIWF

NETL—3.1%0.0%

SMMV3.1%—0.6%

IWF0.0%0.6%—

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

Income After Fees on $10,000

$458most kept, NETL

NETL$518 − $60 = $458

SMMV$157 − $20 = $137

IWF$39 − $18 = $21

KeptFee

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