QVAL vs IWF

AQVAL

BIWF

Measures won5–1QVAL wins · of 6 · 5Y

$10,000 · 5Y$19,361QVAL · IWF $15,330

Lowest cost0.18%IWF · $18 on $10k

Most income1.39%QVAL · $139 on $10k

Smallest drop−6.3%QVAL · worst fall in 1Y

Held in common1.2%QVAL and IWF

QVAL

IWF

Alpha Architect U.S. Quantitative Value ETF · $735MiShares Russell 1000 Growth ETF · $121B

+23.5%3 years · per year$18,837 · $17,073+19.5%

+14.1%5 years · per year$19,361 · $15,330+8.9%

0.28%Expense ratio$28 · $18 on $10k · lower wins0.18%

1.39%12-mo yield$139 · $39 on $10k0.39%

−6.3%Worst dropSmaller wins−14.6%

14.3%VolatilityLower wins19.3%

5–1QVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsQVAL · IWF

1.9%BKNG0.4%

1.9%ADBE0.2%

1.8%MPC0.2%

1.7%AU0.1%

Held in common1.2%

End-of-day Nov 5, 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	AQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk		0.28%	1.39%	−2.7%	+31.3%	+40.6%	+23.5%	+14.1%	−6.3%	$735M
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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

Both

5Y2 funds

#			Trend
1	AQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk		0.28%	1.39%	−2.7%	+31.3%	+40.6%	+23.5%	+14.1%	−6.3%	$735M
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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

Cards for this view

QVAL vs IWF

QVAL

Alpha Architect U.S. Quantitative Value

$19,361

IWF

iShares Russell 1000 Growth

$15,330

MeasureQVALIWF

Fee0.28%0.18%

Cost on $10k a year$28$18

Yield1.39%0.39%

5 years, per year+14.1%+8.9%

3 years, per year+23.5%+19.5%

Worst drop · 1Y−6.3%−14.6%

Volatility · 1Y14.3%19.3%

5–1measures won
QVAL first

1.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: QVAL, IWF

Today

1.2%most shared, QVAL and IWF

QVALIWF

QVAL—1.2%

IWF1.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, QVAL

QVAL$139 − $28 = $111

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee