SIZE vs IWF

ASIZE

BIWF

Measures won4–2SIZE wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IWF $15,330

Lowest cost0.03%VUG · $3 on $10k

Most income1.39%SIZE · $139 on $10k

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

Held in common20.9%SIZE and IWF

SIZE

IWF

iShares MSCI USA Size Factor ETF · $441MiShares Russell 1000 Growth ETF · $121B

+18.4%3 years · per year$16,580 · $17,073+19.5%

+7.2%5 years · per year$14,165 · $15,330+8.9%

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

1.39%12-mo yield$139 · $39 on $10k0.39%

−8.0%Worst dropSmaller wins−14.6%

13.2%VolatilityLower wins19.3%

4–2SIZE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSIZE · IWF

0.3%SNOW0.3%

0.3%CRWD0.8%

0.2%AMGN0.6%

0.2%PANW0.9%

Held in common20.9%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−3.3%	+11.1%	+13.6%	+18.4%	+7.2%	−8.0%	$441M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−3.3%	+11.1%	+13.6%	+18.4%	+7.2%	−8.0%	$441M

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

SIZE vs IWF

SIZE

iShares MSCI USA Size Factor

$14,165

IWF

iShares Russell 1000 Growth

$15,330

MeasureSIZEIWF

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.39%0.39%

5 years, per year+7.2%+8.9%

3 years, per year+18.4%+19.5%

Worst drop · 1Y−8.0%−14.6%

Volatility · 1Y13.2%19.3%

4–2measures won
SIZE first

20.9%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SIZE, IWF, VUG

Today

78.0%most shared, IWF and VUG

SIZEIWFVUG

SIZE—20.9%18.0%

IWF20.9%—78.0%

VUG18.0%78.0%—

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

Income After Fees on $10,000

$124most kept, SIZE

SIZE$139 − $15 = $124

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

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