SMMV vs IWF

ASMMV

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,330IWF · SMMV $13,412

Lowest cost0.18%IWF · $18 on $10k

Most income1.57%SMMV · $157 on $10k

Smallest drop−7.0%SMMV · worst fall in 1Y

Held in common0.6%SMMV and IWF

SMMV

IWF

iShares MSCI USA Small-Cap Min Vol Factor ETF · $285MiShares Russell 1000 Growth ETF · $121B

+15.1%3 years · per year$15,234 · $17,073+19.5%

+6.0%5 years · per year$13,412 · $15,330+8.9%

0.20%Expense ratio$20 · $18 on $10k · lower wins0.18%

1.57%12-mo yield$157 · $39 on $10k0.39%

−7.0%Worst dropSmaller wins−14.6%

9.8%VolatilityLower wins19.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSMMV · IWF

0.3%WWD0.1%

0.4%HALO0.0%

0.0%MTSI0.0%

0.0%BBIO0.0%

Held in common0.6%

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	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
2	ASMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk		0.20%	1.57%	−2.0%	+9.6%	+13.3%	+15.1%	+6.0%	−7.0%	$285M

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	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
2	ASMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk		0.20%	1.57%	−2.0%	+9.6%	+13.3%	+15.1%	+6.0%	−7.0%	$285M

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

SMMV vs IWF

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,413

IWF

iShares Russell 1000 Growth

$15,330

MeasureSMMVIWF

Fee0.20%0.18%

Cost on $10k a year$20$18

Yield1.57%0.39%

5 years, per year+6.0%+8.9%

3 years, per year+15.1%+19.5%

Worst drop · 1Y−7.0%−14.6%

Volatility · 1Y9.8%19.3%

3–3measures won
level

0.6%

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: SMMV, IWF

Today

0.6%most shared, SMMV and IWF

SMMVIWF

SMMV—0.6%

IWF0.6%—

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

Income After Fees on $10,000

$137most kept, SMMV

SMMV$157 − $20 = $137

IWF$39 − $18 = $21

KeptFee

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