RZV vs IWF

ARZV

BIWF

Measures won5–1RZV wins · of 6 · 5Y

$10,000 · 5Y$15,649RZV · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income1.45%RZV · $145 on $10k

Smallest drop−12.6%RZV · worst fall in 1Y

Held in common0.0%RZV and IWF

RZV

IWF

Invesco S&P SmallCap 600 Pure Value ETF · $278MiShares Russell 1000 Growth ETF · $115B

+20.0%3 years · per year$17,273 · $17,022+19.4%

+9.4%5 years · per year$15,649 · $15,442+9.1%

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

1.45%12-mo yield$145 · $39 on $10k0.39%

−12.6%Worst dropSmaller wins−14.6%

19.0%VolatilityLower wins19.4%

5–1RZV wins

$10,000 · 5 yearsOne scale

Shared top holdingsRZV · IWF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	ARZV	Invesco S&P SmallCap 600 Pure Value ETFRead Desk		0.35%	1.45%	−1.5%	+19.9%	+22.8%	+20.0%	+9.4%	−12.6%	$278M
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	ARZV	Invesco S&P SmallCap 600 Pure Value ETFRead Desk		0.35%	1.45%	−1.5%	+19.9%	+22.8%	+20.0%	+9.4%	−12.6%	$278M
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

RZV vs IWF

RZV

Invesco S&P SmallCap 600 Pure Value

$15,649

IWF

iShares Russell 1000 Growth

$15,442

MeasureRZVIWF

Fee0.35%0.18%

Cost on $10k a year$35$18

Yield1.45%0.39%

5 years, per year+9.4%+9.1%

3 years, per year+20.0%+19.4%

Worst drop · 1Y−12.6%−14.6%

Volatility · 1Y19.0%19.4%

5–1measures won
RZV first

0.0%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: RZV, IWF

Today

0.0%most shared, RZV and IWF

RZVIWF

RZV—0.0%

IWF0.0%—

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

Income After Fees on $10,000

$110most kept, RZV

RZV$145 − $35 = $110

IWF$39 − $18 = $21

KeptFee

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