SMMV vs IWF

ASMMV

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,892IWF · SMMV $13,257

Lowest cost0.18%IWF · $18 on $10k

Most income5.14%NETL · $514 on $10k

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

Held in common0.6%SMMV and IWF

SMMV

IWF

iShares MSCI USA Small-Cap Min Vol Factor ETF · $281MiShares Russell 1000 Growth ETF · $118B

+14.6%3 years · per year$15,054 · $17,207+19.8%

+5.8%5 years · per year$13,257 · $15,892+9.7%

0.20%Expense ratio$20 · $18 on $10k · lower wins0.18%

1.56%12-mo yield$156 · $38 on $10k0.38%

−7.0%Worst dropSmaller wins−14.6%

9.8%VolatilityLower wins19.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMMV · IWF

0.3%WWD0.1%

0.0%MTSI0.0%

0.7%PEN0.0%

0.4%HALO0.0%

Held in common0.6%

End-of-day Nov 9, 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	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	ASMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.56%	+1.4%	+10.3%	+14.4%	+14.6%	+5.8%	−7.0%	$281M
3	NETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.14%	+1.4%	+7.6%	+8.6%	+9.0%	−0.3%	−16.7%	$48M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	ASMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.56%	+1.4%	+10.3%	+14.4%	+14.6%	+5.8%	−7.0%	$281M
3	NETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.14%	+1.4%	+7.6%	+8.6%	+9.0%	−0.3%	−16.7%	$48M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SMMV vs IWF

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,257

IWF

iShares Russell 1000 Growth

$15,892

MeasureSMMVIWF

Fee0.20%0.18%

Cost on $10k a year$20$18

Yield1.56%0.38%

5 years, per year+5.8%+9.7%

3 years, per year+14.6%+19.8%

Worst drop · 1Y−7.0%−14.6%

Volatility · 1Y9.8%19.5%

3–3measures won
level

0.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 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 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$454most kept, NETL

NETL$514 − $60 = $454

SMMV$156 − $20 = $136

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee