SLYV vs IWF · Compare Desk

AIWF

BVUG

Measures won1–5VUG wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IWF $15,330

Lowest cost0.03%VUG · $3 on $10k

Most income0.43%VUG · $43 on $10k

Smallest drop−14.6%IWF · worst fall in 1Y

Held in common78.0%IWF and VUG

IWF vs VUG

IWF

VUG

iShares Russell 1000 Growth ETF · $113BVanguard Morningstar Growth ETF · $233B

+19.5%3 years · per year$17,073 · $18,532+22.8%

+8.9%5 years · per year$15,330 · $16,052+9.9%

0.18%Expense ratio$18 · $3 on $10k · lower wins0.03%

0.39%12-mo yield$39 · $43 on $10k0.43%

−14.6%Worst dropSmaller wins−15.1%

19.3%VolatilityLower wins19.0%

1–5VUG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWF · VUG

14.6%NVDA13.5%

8.5%AAPL12.5%

6.4%MSFT9.7%

5.3%GOOGL5.2%

Held in common78.0%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B

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

IWF vs VUG

IWF

iShares Russell 1000 Growth

$15,330

VUG

Vanguard Morningstar Growth

$16,052

MeasureIWFVUG

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield0.39%0.43%

5 years, per year+8.9%+9.9%

3 years, per year+19.5%+22.8%

Worst drop · 1Y−14.6%−15.1%

Volatility · 1Y19.3%19.0%

4–1measures won
VUG first

78.0%

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: IWF, VUG

Today

78.0%most shared, IWF and VUG

IWFVUG

IWF—78.0%

VUG78.0%—

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

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

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