QUAL vs IWF

AQUAL

BIWF

Measures won6–0QUAL wins · of 6 · 5Y

$10,000 · 5Y$16,773QUAL · IWF $15,892

Lowest cost0.15%QUAL · $15 on $10k

Most income2.74%QUAL · $274 on $10k

Smallest drop−9.0%QUAL · worst fall in 1Y

Held in common43.6%QUAL and IWF

QUAL

IWF

iShares MSCI USA Quality Factor ETF · $47.6BiShares Russell 1000 Growth ETF · $115B

+20.0%3 years · per year$17,259 · $17,207+19.8%

+10.9%5 years · per year$16,773 · $15,892+9.7%

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

2.74%12-mo yield$274 · $38 on $10k0.38%

−9.0%Worst dropSmaller wins−14.6%

12.7%VolatilityLower wins19.5%

6–0QUAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsQUAL · IWF

7.4%AAPL8.8%

8.2%MSFT6.5%

5.5%NVDA14.3%

4.1%META3.6%

Held in common43.6%

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

Both

5Y2 funds

#			Trend
1	AQUAL	iShares MSCI USA Quality Factor ETFRead Desk		0.15%	2.74%	+2.2%	+13.5%	+17.0%	+20.0%	+10.9%	−9.0%	$47.6B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

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

Both

5Y2 funds

#			Trend
1	AQUAL	iShares MSCI USA Quality Factor ETFRead Desk		0.15%	2.74%	+2.2%	+13.5%	+17.0%	+20.0%	+10.9%	−9.0%	$47.6B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

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

QUAL vs IWF

QUAL

iShares MSCI USA Quality Factor

$16,773

IWF

iShares Russell 1000 Growth

$15,892

MeasureQUALIWF

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield2.74%0.38%

5 years, per year+10.9%+9.7%

3 years, per year+20.0%+19.8%

Worst drop · 1Y−9.0%−14.6%

Volatility · 1Y12.7%19.5%

6–0measures won
QUAL first

43.6%

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$59.7B

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%

$120BAssets$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: QUAL, IWF

Today

43.6%most shared, QUAL and IWF

QUALIWF

QUAL—43.6%

IWF43.6%—

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

Income After Fees on $10,000

$259most kept, QUAL

QUAL$274 − $15 = $259

IWF$38 − $18 = $20

KeptFee

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