SMLF vs IWF

ASMLF

BIWF

Measures won6–0SMLF wins · of 6 · 5Y

$10,000 · 5Y$16,794SMLF · IWF $16,559

Lowest cost0.15%SMLF · $15 on $10k

Most income0.98%SMLF · $98 on $10k

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

Held in common3.0%SMLF and IWF

SMLF

IWF

iShares U.S. Small-Cap Equity Factor ETF · $4.3BiShares Russell 1000 Growth ETF · $121B

+23.1%3 years · per year$18,634 · $18,310+22.3%

+10.9%5 years · per year$16,794 · $16,559+10.6%

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

0.98%12-mo yield$98 · $37 on $10k0.37%

−8.7%Worst dropSmaller wins−15.6%

16.9%VolatilityLower wins18.3%

6–0SMLF wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMLF · IWF

0.6%P0.1%

0.9%EME0.1%

0.7%JBL0.1%

0.5%TPR0.1%

Held in common3.0%

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	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	0.98%	+1.2%	+16.7%	+18.1%	+23.1%	+10.9%	−8.7%	$4.3B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

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	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	0.98%	+1.2%	+16.7%	+18.1%	+23.1%	+10.9%	−8.7%	$4.3B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

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

SMLF vs IWF

SMLF

iShares U.S. Small-Cap Equity Factor

$16,794

IWF

iShares Russell 1000 Growth

$16,559

MeasureSMLFIWF

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield0.98%0.37%

5 years, per year+10.9%+10.6%

3 years, per year+23.1%+22.3%

Worst drop · 1Y−8.7%−15.6%

Volatility · 1Y16.9%18.3%

6–0measures won
SMLF first

3.0%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SMLF, IWF

Today

3.0%most shared, SMLF and IWF

SMLFIWF

SMLF—3.0%

IWF3.0%—

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

Income After Fees on $10,000

$83most kept, SMLF

SMLF$98 − $15 = $83

IWF$37 − $18 = $19

KeptFee

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