SVAL vs IWF

ASVAL

BIWF

Measures won4–2SVAL wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · IWF $15,441

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%SVAL and IWF

SVAL

IWF

iShares US Small Cap Value Factor ETF · $159MiShares Russell 1000 Growth ETF · $113B

+20.1%3 years · per year$17,331 · $17,022+19.4%

+8.2%5 years · per year$14,844 · $15,442+9.1%

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

2.25%12-mo yield$225 · $39 on $10k0.39%

−9.0%Worst dropSmaller wins−14.6%

15.4%VolatilityLower wins19.4%

4–2SVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSVAL · IWF

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

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 Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.25%	−0.7%	+22.4%	+27.6%	+20.1%	+8.2%	−9.0%	$159M

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.25%	−0.7%	+22.4%	+27.6%	+20.1%	+8.2%	−9.0%	$159M

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

SVAL vs IWF

SVAL

iShares US Small Cap Value Factor

$14,844

IWF

iShares Russell 1000 Growth

$15,442

MeasureSVALIWF

Fee0.20%0.18%

Cost on $10k a year$20$18

Yield2.25%0.39%

5 years, per year+8.2%+9.1%

3 years, per year+20.1%+19.4%

Worst drop · 1Y−9.0%−14.6%

Volatility · 1Y15.4%19.4%

4–2measures won
SVAL first

0.0%

holdings shared

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

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

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

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: SVAL, IWF, SCHD

Today

3.7%most shared, IWF and SCHD

SVALIWFSCHD

SVAL—0.0%0.4%

IWF0.0%—3.7%

SCHD0.4%3.7%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SVAL$225 − $20 = $205

IWF$39 − $18 = $21

KeptFee

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