PVAL vs VLUE · Compare Desk

AVLUE

BIWF

Measures won5–1VLUE wins · of 6 · 5Y

$10,000 · 5Y$20,109VLUE · IWF $15,441

Lowest cost0.15%VLUE · $15 on $10k

Most income1.70%VLUE · $170 on $10k

Smallest drop−11.0%VLUE · worst fall in 1Y

Held in common3.5%VLUE and IWF

VLUE vs IWF

VLUE

IWF

iShares MSCI USA Value Factor ETF · $8.9BiShares Russell 1000 Growth ETF · $115B

+30.4%3 years · per year$22,162 · $17,022+19.4%

+15.0%5 years · per year$20,109 · $15,442+9.1%

0.15%Expense ratio$15 · $18 on $10k · lower wins0.18%

1.70%12-mo yield$170 · $39 on $10k0.39%

−11.0%Worst dropSmaller wins−14.6%

21.4%VolatilityLower wins19.4%

5–1VLUE wins

$10,000 · 5 yearsOne scale

Shared top holdingsVLUE · IWF

16.0%MU2.5%

0.5%SPG0.2%

0.7%ADBE0.2%

0.7%EXPE0.1%

Held in common3.5%

End-of-day Nov 6, 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	AVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.70%	+0.1%	+34.9%	+42.6%	+30.4%	+15.0%	−11.0%	$8.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.70%	+0.1%	+34.9%	+42.6%	+30.4%	+15.0%	−11.0%	$8.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VLUE vs IWF

VLUE

iShares MSCI USA Value Factor

$20,109

IWF

iShares Russell 1000 Growth

$15,442

MeasureVLUEIWF

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.70%0.39%

5 years, per year+15.0%+9.1%

3 years, per year+30.4%+19.4%

Worst drop · 1Y−11.0%−14.6%

Volatility · 1Y21.4%19.4%

5–1measures won
VLUE first

3.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VLUE, IWF

Today

3.5%most shared, VLUE and IWF

VLUEIWF

VLUE—3.5%

IWF3.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$155most kept, VLUE

VLUE$170 − $15 = $155

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee