QVAL vs IWF

AQVAL

BIWF

Measures won5–1QVAL wins · of 6 · 5Y

$10,000 · 5Y$19,095QVAL · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.40%QVAL · $140 on $10k

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

Held in common1.3%QVAL and IWF

QVAL

IWF

Alpha Architect U.S. Quantitative Value ETF · $720MiShares Russell 1000 Growth ETF · $113B

+22.5%3 years · per year$18,400 · $17,022+19.4%

+13.8%5 years · per year$19,095 · $15,442+9.1%

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

1.40%12-mo yield$140 · $39 on $10k0.39%

−6.3%Worst dropSmaller wins−14.6%

14.3%VolatilityLower wins19.4%

5–1QVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQVAL · IWF

1.9%BKNG0.4%

2.0%ADBE0.2%

1.8%MPC0.2%

1.7%AU0.1%

Held in common1.3%

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	AQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk	0.28%	1.40%	−1.1%	+29.9%	+37.2%	+22.5%	+13.8%	−6.3%	$720M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	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

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	AQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk	0.28%	1.40%	−1.1%	+29.9%	+37.2%	+22.5%	+13.8%	−6.3%	$720M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	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

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

QVAL vs IWF

QVAL

Alpha Architect U.S. Quantitative Value

$19,095

IWF

iShares Russell 1000 Growth

$15,442

MeasureQVALIWF

Fee0.28%0.18%

Cost on $10k a year$28$18

Yield1.40%0.39%

5 years, per year+13.8%+9.1%

3 years, per year+22.5%+19.4%

Worst drop · 1Y−6.3%−14.6%

Volatility · 1Y14.3%19.4%

5–1measures won
QVAL first

1.3%

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: QVAL, IWF, VUG

Today

78.0%most shared, IWF and VUG

QVALIWFVUG

QVAL—1.3%0.3%

IWF1.3%—78.0%

VUG0.3%78.0%—

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

Income After Fees on $10,000

$112most kept, QVAL

QVAL$140 − $28 = $112

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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