PSC vs IWF

APSC

BIWF

Measures won4–2PSC wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · PSC $15,837

Lowest cost0.18%IWF · $18 on $10k

Most income0.58%PSC · $58 on $10k

Smallest drop−10.0%PSC · worst fall in 1Y

Held in common0.0%PSC and IWF

PSC

IWF

Principal U.S. Small-Cap Multi-Factor ETF · $2.7BiShares Russell 1000 Growth ETF · $121B

+23.0%3 years · per year$18,603 · $18,310+22.3%

+9.6%5 years · per year$15,837 · $16,559+10.6%

0.38%Expense ratio$38 · $18 on $10k · lower wins0.18%

0.58%12-mo yield$58 · $37 on $10k0.37%

−10.0%Worst dropSmaller wins−15.6%

16.7%VolatilityLower wins18.3%

4–2PSC wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSC · IWF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	APSC	Principal U.S. Small-Cap Multi-Factor ETFRead Desk		0.38%	0.58%	+1.5%	+20.4%	+23.2%	+23.0%	+9.6%	−10.0%	$2.7B

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	APSC	Principal U.S. Small-Cap Multi-Factor ETFRead Desk		0.38%	0.58%	+1.5%	+20.4%	+23.2%	+23.0%	+9.6%	−10.0%	$2.7B

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

PSC vs IWF

PSC

Principal U.S. Small-Cap Multi-Factor

$15,837

IWF

iShares Russell 1000 Growth

$16,559

MeasurePSCIWF

Fee0.38%0.18%

Cost on $10k a year$38$18

Yield0.58%0.37%

5 years, per year+9.6%+10.6%

3 years, per year+23.0%+22.3%

Worst drop · 1Y−10.0%−15.6%

Volatility · 1Y16.7%18.3%

4–2measures won
PSC first

0.0%

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: PSC, IWF

Today

0.0%most shared, PSC and IWF

PSCIWF

PSC—0.0%

IWF0.0%—

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

Income After Fees on $10,000

$20most kept, PSC

PSC$58 − $38 = $20

IWF$37 − $18 = $19

KeptFee

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