SVAL vs IWF

ASVAL

BIWF

Measures won4–2SVAL wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · SVAL $15,861

Lowest cost0.18%IWF · $18 on $10k

Most income2.15%SVAL · $215 on $10k

Smallest drop−9.0%SVAL · worst fall in 1Y

Held in common0.0%SVAL and IWF

SVAL

IWF

iShares US Small Cap Value Factor ETF · $163MiShares Russell 1000 Growth ETF · $120B

+22.4%3 years · per year$18,358 · $18,310+22.3%

+9.7%5 years · per year$15,861 · $16,559+10.6%

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

2.15%12-mo yield$215 · $37 on $10k0.37%

−9.0%Worst dropSmaller wins−15.6%

14.9%VolatilityLower wins18.3%

4–2SVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsSVAL · IWF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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%	$120.2B
2	ASVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.15%	+1.3%	+28.3%	+34.2%	+22.4%	+9.7%	−9.0%	$163M

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%	$120.2B
2	ASVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.15%	+1.3%	+28.3%	+34.2%	+22.4%	+9.7%	−9.0%	$163M

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

SVAL vs IWF

SVAL

iShares US Small Cap Value Factor

$15,861

IWF

iShares Russell 1000 Growth

$16,559

MeasureSVALIWF

Fee0.20%0.18%

Cost on $10k a year$20$18

Yield2.15%0.37%

5 years, per year+9.7%+10.6%

3 years, per year+22.4%+22.3%

Worst drop · 1Y−9.0%−15.6%

Volatility · 1Y14.9%18.3%

4–2measures won
SVAL first

0.0%

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$61.1B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: SVAL, IWF

Today

0.0%most shared, SVAL and IWF

SVALIWF

SVAL—0.0%

IWF0.0%—

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

Income After Fees on $10,000

$195most kept, SVAL

SVAL$215 − $20 = $195

IWF$37 − $18 = $19

KeptFee

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