SCHA vs IWF

ASCHA

BIWF

Measures won5–1SCHA wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · SCHA $13,171

Lowest cost0.03%SCHA · $3 on $10k

Most income1.15%SCHA · $115 on $10k

Smallest drop−11.2%SCHA · worst fall in 1Y

Held in common0.7%SCHA and IWF

SCHA

IWF

Schwab U.S. Small-Cap ETF · $21.5BiShares Russell 1000 Growth ETF · $113B

+20.0%3 years · per year$17,285 · $17,073+19.5%

+5.7%5 years · per year$13,171 · $15,330+8.9%

0.03%Expense ratio$3 · $18 on $10k · lower wins0.18%

1.15%12-mo yield$115 · $39 on $10k0.39%

−11.2%Worst dropSmaller wins−14.6%

19.1%VolatilityLower wins19.3%

5–1SCHA wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHA · IWF

0.4%HALO0.0%

0.2%SOLS0.0%

0.2%RMBS0.0%

0.2%MDGL0.0%

Held in common0.7%

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%	$112.9B
2	ASCHA	Schwab U.S. Small-Cap ETFRead Desk		0.03%	1.15%	−4.3%	+13.7%	+18.2%	+20.0%	+5.7%	−11.2%	$21.5B

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%	$112.9B
2	ASCHA	Schwab U.S. Small-Cap ETFRead Desk		0.03%	1.15%	−4.3%	+13.7%	+18.2%	+20.0%	+5.7%	−11.2%	$21.5B

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

SCHA vs IWF

SCHA

Schwab U.S. Small-Cap

$13,171

IWF

iShares Russell 1000 Growth

$15,330

MeasureSCHAIWF

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield1.15%0.39%

5 years, per year+5.7%+8.9%

3 years, per year+20.0%+19.5%

Worst drop · 1Y−11.2%−14.6%

Volatility · 1Y19.1%19.3%

5–1measures won
SCHA first

0.7%

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SCHA, IWF

Today

0.7%most shared, SCHA and IWF

SCHAIWF

SCHA—0.7%

IWF0.7%—

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

Income After Fees on $10,000

$112most kept, SCHA

SCHA$115 − $3 = $112

IWF$39 − $18 = $21

KeptFee

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