VTV vs IWF

AVTV

BIWF

Measures won5–0VTV wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV · IWF $16,499

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common12.2%VTV and IWF

VTV

IWF

Vanguard Morningstar Value ETF · $184BiShares Russell 1000 Growth ETF · $120B

+22.7%3 years · per year$18,466 · $18,494+22.7%

+12.3%5 years · per year$17,842 · $16,499+10.5%

0.03%Expense ratio$3 · $18 on $10k · lower wins0.18%

1.83%12-mo yield$183 · $37 on $10k0.37%

−6.4%Worst dropSmaller wins−15.6%

10.1%VolatilityLower wins18.3%

5–0VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVTV · IWF

4.6%MU3.1%

1.4%CAT0.9%

1.1%HD0.8%

0.6%GE1.0%

Held in common12.2%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	SQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	−1.0%	+24.0%	+28.7%	+17.9%	+7.6%	−7.7%	$40M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	SQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	−1.0%	+24.0%	+28.7%	+17.9%	+7.6%	−7.7%	$40M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VTV vs IWF

VTV

Vanguard Morningstar Value

$17,842

IWF

iShares Russell 1000 Growth

$16,499

MeasureVTVIWF

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield1.83%0.37%

5 years, per year+12.3%+10.5%

3 years, per year+22.7%+22.7%

Worst drop · 1Y−6.4%−15.6%

Volatility · 1Y10.1%18.3%

5–0measures won
VTV first

12.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: SQLV, IWF, VTV

Today

12.2%most shared, IWF and VTV

SQLVIWFVTV

SQLV—0.0%0.0%

IWF0.0%—12.2%

VTV0.0%12.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

SQLV$102 − $60 = $42

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee