SPVM vs IWF

ASPVM

BIWF

Measures won5–1SPVM wins · of 6 · 5Y

$10,000 · 5Y$16,836SPVM · IWF $15,330

Lowest cost0.18%IWF · $18 on $10k

Most income1.83%SPVM · $183 on $10k

Smallest drop−7.3%SPVM · worst fall in 1Y

Held in common0.9%SPVM and IWF

SPVM

IWF

Invesco S&P 500 Value with Momentum ETF · $144MiShares Russell 1000 Growth ETF · $113B

+20.9%3 years · per year$17,675 · $17,073+19.5%

+11.0%5 years · per year$16,836 · $15,330+8.9%

0.44%Expense ratio$44 · $18 on $10k · lower wins0.18%

1.83%12-mo yield$183 · $39 on $10k0.39%

−7.3%Worst dropSmaller wins−14.6%

11.1%VolatilityLower wins19.3%

5–1SPVM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPVM · IWF

1.5%MCK0.4%

1.7%MPC0.2%

1.0%C0.1%

1.2%CAH0.1%

Held in common0.9%

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	ASPVM	Invesco S&P 500 Value with Momentum ETFRead Desk		0.44%	1.83%	−2.1%	+15.2%	+22.1%	+20.9%	+11.0%	−7.3%	$144M
2	BIWF	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	ASPVM	Invesco S&P 500 Value with Momentum ETFRead Desk		0.44%	1.83%	−2.1%	+15.2%	+22.1%	+20.9%	+11.0%	−7.3%	$144M
2	BIWF	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

SPVM vs IWF

SPVM

Invesco S&P 500 Value with Momentum

$16,836

IWF

iShares Russell 1000 Growth

$15,330

MeasureSPVMIWF

Fee0.44%0.18%

Cost on $10k a year$44$18

Yield1.83%0.39%

5 years, per year+11.0%+8.9%

3 years, per year+20.9%+19.5%

Worst drop · 1Y−7.3%−14.6%

Volatility · 1Y11.1%19.3%

5–1measures won
SPVM first

0.9%

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: SPVM, IWF

Today

0.9%most shared, SPVM and IWF

SPVMIWF

SPVM—0.9%

IWF0.9%—

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

Income After Fees on $10,000

$139most kept, SPVM

SPVM$183 − $44 = $139

IWF$39 − $18 = $21

KeptFee

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