RAFE vs IWF

ARAFE

BIWF

Measures won5–1RAFE wins · of 6 · 5Y

$10,000 · 5Y$17,275RAFE · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income1.47%RAFE · $147 on $10k

Smallest drop−7.5%RAFE · worst fall in 1Y

Held in common25.5%RAFE and IWF

RAFE

IWF

PIMCO RAFI ESG U.S. ETF · $180MiShares Russell 1000 Growth ETF · $115B

+22.6%3 years · per year$18,449 · $17,022+19.4%

+11.6%5 years · per year$17,275 · $15,442+9.1%

0.29%Expense ratio$29 · $18 on $10k · lower wins0.18%

1.47%12-mo yield$147 · $39 on $10k0.39%

−7.5%Worst dropSmaller wins−14.6%

12.0%VolatilityLower wins19.4%

5–1RAFE wins

$10,000 · 5 yearsOne scale

Shared top holdingsRAFE · IWF

5.5%AAPL9.0%

5.4%MSFT6.6%

1.2%NVDA14.1%

1.0%V2.4%

Held in common25.5%

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

Both

5Y2 funds

#			Trend
1	ARAFE	PIMCO RAFI ESG U.S. ETFRead Desk		0.29%	1.47%	−0.3%	+21.1%	+24.7%	+22.6%	+11.6%	−7.5%	$180M
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ARAFE	PIMCO RAFI ESG U.S. ETFRead Desk		0.29%	1.47%	−0.3%	+21.1%	+24.7%	+22.6%	+11.6%	−7.5%	$180M
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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

RAFE vs IWF

RAFE

PIMCO RAFI ESG U.S.

$17,275

IWF

iShares Russell 1000 Growth

$15,442

MeasureRAFEIWF

Fee0.29%0.18%

Cost on $10k a year$29$18

Yield1.47%0.39%

5 years, per year+11.6%+9.1%

3 years, per year+22.6%+19.4%

Worst drop · 1Y−7.5%−14.6%

Volatility · 1Y12.0%19.4%

5–1measures won
RAFE first

25.5%

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$59.7B

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: RAFE, IWF

Today

25.5%most shared, RAFE and IWF

RAFEIWF

RAFE—25.5%

IWF25.5%—

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

Income After Fees on $10,000

$118most kept, RAFE

RAFE$147 − $29 = $118

IWF$39 − $18 = $21

KeptFee

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