SIZE vs IWF

ASIZE

BIWF

Measures won4–2SIZE wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · SIZE $14,800

Lowest cost0.15%SIZE · $15 on $10k

Most income1.34%SIZE · $134 on $10k

Smallest drop−8.0%SIZE · worst fall in 1Y

Held in common21.1%SIZE and IWF

SIZE

IWF

iShares MSCI USA Size Factor ETF · $434MiShares Russell 1000 Growth ETF · $120B

+20.0%3 years · per year$17,299 · $18,310+22.3%

+8.2%5 years · per year$14,800 · $16,559+10.6%

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

1.34%12-mo yield$134 · $37 on $10k0.37%

−8.0%Worst dropSmaller wins−15.6%

12.7%VolatilityLower wins18.3%

4–2SIZE wins

$10,000 · 5 yearsOne scale

Shared top holdingsSIZE · IWF

0.3%SNOW0.3%

0.3%CRWD0.8%

0.3%PANW0.9%

0.2%APH0.6%

Held in common21.1%

End-of-day Nov 4, 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%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
2	ASIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.34%	+1.8%	+14.9%	+16.4%	+20.0%	+8.2%	−8.0%	$434M

End-of-day Nov 4, 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%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
2	ASIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.34%	+1.8%	+14.9%	+16.4%	+20.0%	+8.2%	−8.0%	$434M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SIZE vs IWF

SIZE

iShares MSCI USA Size Factor

$14,800

IWF

iShares Russell 1000 Growth

$16,559

MeasureSIZEIWF

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.34%0.37%

5 years, per year+8.2%+10.6%

3 years, per year+20.0%+22.3%

Worst drop · 1Y−8.0%−15.6%

Volatility · 1Y12.7%18.3%

4–2measures won
SIZE first

21.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: SIZE, IWF

Today

21.1%most shared, SIZE and IWF

SIZEIWF

SIZE—21.1%

IWF21.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$119most kept, SIZE

SIZE$134 − $15 = $119

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee