SMDX vs IWF

ASMDX

BIWF

Measures won3–1SMDX wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF

Lowest cost0.18%IWF · $18 on $10k

Most income0.54%SMDX · $54 on $10k

Smallest drop−8.7%SMDX · worst fall in 1Y

Held in common1.5%SMDX and IWF

SMDX

IWF

Intech S&P Small-Mid Cap Diversified Alpha ETF · $125MiShares Russell 1000 Growth ETF · $115B

[…]3 years · per year[…] · $17,022+19.4%

[…]5 years · per year[…] · $15,442+9.1%

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

0.54%12-mo yield$54 · $39 on $10k0.39%

−8.7%Worst dropSmaller wins−14.6%

15.8%VolatilityLower wins19.4%

3–1SMDX wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMDX · IWF

0.8%ATI0.1%

0.9%XPO0.1%

0.7%WWD0.1%

0.4%BURL0.1%

Held in common1.5%

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	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
2	ASMDX	Intech S&P Small-Mid Cap Diversified Alpha ETFRead Desk		0.35%	0.54%	+0.4%	+11.4%	+14.5%	new	new	−8.7%	$125M

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	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
2	ASMDX	Intech S&P Small-Mid Cap Diversified Alpha ETFRead Desk		0.35%	0.54%	+0.4%	+11.4%	+14.5%	new	new	−8.7%	$125M

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

SMDX vs IWF

SMDX

Intech S&P Small-Mid Cap Diversified Alpha

[…]

IWF

iShares Russell 1000 Growth

$15,442

MeasureSMDXIWF

Fee0.35%0.18%

Cost on $10k a year$35$18

Yield0.54%0.39%

5 years, per year[…]+9.1%

3 years, per year[…]+19.4%

Worst drop · 1Y−8.7%−14.6%

Volatility · 1Y15.8%19.4%

3–1measures won
SMDX first

1.5%

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: SMDX, IWF

Today

1.5%most shared, SMDX and IWF

SMDXIWF

SMDX—1.5%

IWF1.5%—

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

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

SMDX$54 − $35 = $19

KeptFee

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