QLTY vs IWF

AQLTY

BIWF

Measures won3–1QLTY wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · IJR $13,170

Lowest cost0.06%IJR · $6 on $10k

Most income1.24%IJR · $124 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common37.6%QLTY and IWF

QLTY

IWF

GMO US Quality ETF · $5.6BiShares Russell 1000 Growth ETF · $113B

[…]3 years · per year[…] · $17,022+19.4%

[…]5 years · per year[…] · $15,442+9.1%

0.50%Expense ratio$50 · $18 on $10k · lower wins0.18%

0.65%12-mo yield$65 · $39 on $10k0.39%

−11.7%Worst dropSmaller wins−14.6%

13.1%VolatilityLower wins19.4%

3–1QLTY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQLTY · IWF

8.2%MSFT6.6%

4.3%GOOGL5.5%

4.0%META3.6%

3.4%AAPL9.0%

Held in common37.6%

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

All Three

5Y3 funds

#
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	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B
3	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.65%	0.0%	+12.8%	+16.6%	new	new	−11.7%	$5.6B

End-of-day Nov 6, 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%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B
3	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.65%	0.0%	+12.8%	+16.6%	new	new	−11.7%	$5.6B

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

QLTY vs IWF

QLTY

GMO US Quality

[…]

IWF

iShares Russell 1000 Growth

$15,442

MeasureQLTYIWF

Fee0.50%0.18%

Cost on $10k a year$50$18

Yield0.65%0.39%

5 years, per year[…]+9.1%

3 years, per year[…]+19.4%

Worst drop · 1Y−11.7%−14.6%

Volatility · 1Y13.1%19.4%

3–1measures won
QLTY first

37.6%

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: QLTY, IWF, IJR

Today

37.6%most shared, QLTY and IWF

QLTYIWFIJR

QLTY—37.6%0.0%

IWF37.6%—0.1%

IJR0.0%0.1%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

IWF$39 − $18 = $21

QLTY$65 − $50 = $15

KeptFee

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