RFV vs IWF

ARFV

BIWF

Measures won4–2RFV wins · of 6 · 5Y

$10,000 · 5Y$16,620RFV · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income1.67%RFV · $167 on $10k

Smallest drop−12.5%RFV · worst fall in 1Y

Held in common0.1%RFV and IWF

RFV

IWF

Invesco S&P MidCap 400 Pure Value ETF · $345MiShares Russell 1000 Growth ETF · $113B

+17.0%3 years · per year$16,023 · $17,022+19.4%

+10.7%5 years · per year$16,620 · $15,442+9.1%

0.35%Expense ratio$35 · $18 on $10k · lower wins0.18%

1.67%12-mo yield$167 · $39 on $10k0.39%

−12.5%Worst dropSmaller wins−14.6%

15.9%VolatilityLower wins19.4%

4–2RFV wins

$10,000 · 5 yearsOne scale

Shared top holdingsRFV · IWF

0.8%MUSA0.0%

0.8%AAL0.0%

1.7%SN0.0%

0.8%PR0.0%

Held in common0.1%

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	ARFV	Invesco S&P MidCap 400 Pure Value ETFRead Desk		0.35%	1.67%	−0.5%	+13.0%	+15.8%	+17.0%	+10.7%	−12.5%	$345M
2	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

Both

5Y2 funds

#			Trend
1	ARFV	Invesco S&P MidCap 400 Pure Value ETFRead Desk		0.35%	1.67%	−0.5%	+13.0%	+15.8%	+17.0%	+10.7%	−12.5%	$345M
2	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

RFV vs IWF

RFV

Invesco S&P MidCap 400 Pure Value

$16,620

IWF

iShares Russell 1000 Growth

$15,442

MeasureRFVIWF

Fee0.35%0.18%

Cost on $10k a year$35$18

Yield1.67%0.39%

5 years, per year+10.7%+9.1%

3 years, per year+17.0%+19.4%

Worst drop · 1Y−12.5%−14.6%

Volatility · 1Y15.9%19.4%

4–2measures won
RFV first

0.1%

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: RFV, IWF

Today

0.1%most shared, RFV and IWF

RFVIWF

RFV—0.1%

IWF0.1%—

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

Income After Fees on $10,000

$132most kept, RFV

RFV$167 − $35 = $132

IWF$39 − $18 = $21

KeptFee

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