IWF vs SQLV

AIWF

BSQLV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.04%SQLV · $104 on $10k

Smallest drop−7.7%SQLV · worst fall in 1Y

Held in common0.0%IWF and SQLV

IWF

SQLV

iShares Russell 1000 Growth ETF · $113BRoyce Quant Small-Cap Quality Value ETF · $39M

+19.4%3 years · per year$17,022 · $15,694+16.2%

+9.1%5 years · per year$15,442 · $14,141+7.2%

0.18%Expense ratio$18 · $60 on $10k · lower wins0.60%

0.39%12-mo yield$39 · $104 on $10k1.04%

−14.6%Worst dropSmaller wins−7.7%

19.4%VolatilityLower wins16.5%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIWF · SQLV

0.0%IRDM0.5%

0.0%HRB0.9%

0.0%KD1.0%

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
4	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
4	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWF vs SQLV

IWF

iShares Russell 1000 Growth

$15,442

SQLV

Royce Quant Small-Cap Quality Value

$14,141

MeasureIWFSQLV

Fee0.18%0.60%

Cost on $10k a year$18$60

Yield0.39%1.04%

5 years, per year+9.1%+7.2%

3 years, per year+19.4%+16.2%

Worst drop · 1Y−14.6%−7.7%

Volatility · 1Y19.4%16.5%

3–3measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SQLV, VUG, DFAC, IWF

Today

78.0%most shared, VUG and IWF

SQLVVUGDFACIWF

SQLV—0.0%1.9%0.0%

VUG0.0%—35.7%78.0%

DFAC1.9%35.7%—40.2%

IWF0.0%78.0%40.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

SQLV$104 − $60 = $44

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee