PY vs IWF

APY

BIWF

Measures won4–2PY wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · PY $15,048

Lowest cost0.15%PY · $15 on $10k

Most income1.69%PY · $169 on $10k

Smallest drop−6.2%PY · worst fall in 1Y

Held in common19.9%PY and IWF

IWF

Principal Value ETF · $249MiShares Russell 1000 Growth ETF · $113B

+17.5%3 years · per year$16,207 · $17,022+19.4%

+8.5%5 years · per year$15,048 · $15,442+9.1%

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

1.69%12-mo yield$169 · $39 on $10k0.39%

−6.2%Worst dropSmaller wins−14.6%

10.7%VolatilityLower wins19.4%

4–2PY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPY · IWF

9.2%AAPL9.0%

1.9%V2.4%

1.4%MA1.8%

1.1%HD0.9%

Held in common19.9%

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	APY	Principal Value ETFRead Desk		0.15%	1.69%	−0.6%	+11.8%	+14.7%	+17.5%	+8.5%	−6.2%	$249M

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	APY	Principal Value ETFRead Desk		0.15%	1.69%	−0.6%	+11.8%	+14.7%	+17.5%	+8.5%	−6.2%	$249M

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

PY vs IWF

Principal Value

$15,048

IWF

iShares Russell 1000 Growth

$15,442

MeasurePYIWF

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.69%0.39%

5 years, per year+8.5%+9.1%

3 years, per year+17.5%+19.4%

Worst drop · 1Y−6.2%−14.6%

Volatility · 1Y10.7%19.4%

4–2measures won
PY first

19.9%

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$59.1B

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: PY, IWF

Today

19.9%most shared, PY and IWF

PYIWF

PY—19.9%

IWF19.9%—

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

Income After Fees on $10,000

$154most kept, PY

PY$169 − $15 = $154

IWF$39 − $18 = $21

KeptFee

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