QVMS vs IWF

AQVMS

BIWF

Measures won4–2QVMS wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · QVMS $13,816

Lowest cost0.15%QVMS · $15 on $10k

Most income1.29%QVMS · $129 on $10k

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

Held in common0.0%QVMS and IWF

QVMS

IWF

Invesco S&P SmallCap 600 QVM Multi-factor ETF · $243MiShares Russell 1000 Growth ETF · $121B

+17.8%3 years · per year$16,359 · $17,073+19.5%

+6.7%5 years · per year$13,816 · $15,330+8.9%

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

1.29%12-mo yield$129 · $39 on $10k0.39%

−9.7%Worst dropSmaller wins−14.6%

16.6%VolatilityLower wins19.3%

4–2QVMS wins

$10,000 · 5 yearsOne scale

Shared top holdingsQVMS · IWF

0.3%POWL0.0%

0.3%ECG0.0%

0.5%AWI0.0%

0.3%IRDM0.0%

Held in common0.0%

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	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
2	AQVMS	Invesco S&P SmallCap 600 QVM Multi-factor ETFRead Desk		0.15%	1.29%	−3.6%	+16.1%	+20.0%	+17.8%	+6.7%	−9.7%	$243M

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	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
2	AQVMS	Invesco S&P SmallCap 600 QVM Multi-factor ETFRead Desk		0.15%	1.29%	−3.6%	+16.1%	+20.0%	+17.8%	+6.7%	−9.7%	$243M

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

QVMS vs IWF

QVMS

Invesco S&P SmallCap 600 QVM Multi-factor

$13,816

IWF

iShares Russell 1000 Growth

$15,330

MeasureQVMSIWF

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.29%0.39%

5 years, per year+6.7%+8.9%

3 years, per year+17.8%+19.5%

Worst drop · 1Y−9.7%−14.6%

Volatility · 1Y16.6%19.3%

4–2measures won
QVMS first

0.0%

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: QVMS, IWF

Today

0.0%most shared, QVMS and IWF

QVMSIWF

QVMS—0.0%

IWF0.0%—

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

Income After Fees on $10,000

$114most kept, QVMS

QVMS$129 − $15 = $114

IWF$39 − $18 = $21

KeptFee

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