SMMD vs IWF

ASMMD

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,559IWF · SMMD $14,291

Lowest cost0.18%IWF · $18 on $10k

Most income1.13%SMMD · $113 on $10k

Smallest drop−9.7%SMMD · worst fall in 1Y

Held in common2.4%SMMD and IWF

SMMD

IWF

iShares Russell 2500 ETF · $4.2BiShares Russell 1000 Growth ETF · $121B

+21.7%3 years · per year$18,029 · $18,310+22.3%

+7.4%5 years · per year$14,291 · $16,559+10.6%

0.23%Expense ratio$23 · $18 on $10k · lower wins0.18%

1.13%12-mo yield$113 · $37 on $10k0.37%

−9.7%Worst dropSmaller wins−15.6%

16.6%VolatilityLower wins18.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSMMD · IWF

0.3%ATI0.1%

0.3%AFRM0.1%

0.3%GH0.1%

0.3%ROKU0.1%

Held in common2.4%

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%	$120.5B
2	ASMMD	iShares Russell 2500 ETFRead Desk		0.23%	1.13%	+1.2%	+18.5%	+20.5%	+21.7%	+7.4%	−9.7%	$4.2B

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%	$120.5B
2	ASMMD	iShares Russell 2500 ETFRead Desk		0.23%	1.13%	+1.2%	+18.5%	+20.5%	+21.7%	+7.4%	−9.7%	$4.2B

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

SMMD vs IWF

SMMD

iShares Russell 2500

$14,291

IWF

iShares Russell 1000 Growth

$16,559

MeasureSMMDIWF

Fee0.23%0.18%

Cost on $10k a year$23$18

Yield1.13%0.37%

5 years, per year+7.4%+10.6%

3 years, per year+21.7%+22.3%

Worst drop · 1Y−9.7%−15.6%

Volatility · 1Y16.6%18.3%

3–3measures won
level

2.4%

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: SMMD, IWF

Today

2.4%most shared, SMMD and IWF

SMMDIWF

SMMD—2.4%

IWF2.4%—

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

Income After Fees on $10,000

$90most kept, SMMD

SMMD$113 − $23 = $90

IWF$37 − $18 = $19

KeptFee

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