TMFS vs IWF

ATMFS

BIWF

Measures won0–5IWF wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · IWF $15,892

Lowest cost0.03%VO · $3 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common0.1%TMFS and IWF

TMFS

IWF

Motley Fool Small-Cap Growth ETF · $53MiShares Russell 1000 Growth ETF · $115B

+10.4%3 years · per year$13,457 · $17,207+19.8%

−2.0%5 years · per year$9,047 · $15,892+9.7%

0.85%Expense ratio$85 · $18 on $10k · lower wins0.18%

0.00%12-mo yield$0 · $38 on $10k0.38%

−15.7%Worst dropSmaller wins−14.6%

19.5%VolatilityLower wins19.5%

0–5IWF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsTMFS · IWF

4.1%TOST0.1%

1.2%SITM0.0%

2.3%IONS0.0%

5.3%WING0.0%

Held in common0.1%

End-of-day Nov 9, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	ATMFS	Motley Fool Small-Cap Growth ETFRead Desk	0.85%	0.00%	+3.1%	+2.2%	+6.4%	+10.4%	−2.0%	−15.7%	$53M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	ATMFS	Motley Fool Small-Cap Growth ETFRead Desk	0.85%	0.00%	+3.1%	+2.2%	+6.4%	+10.4%	−2.0%	−15.7%	$53M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TMFS vs IWF

TMFS

Motley Fool Small-Cap Growth

$9,047

IWF

iShares Russell 1000 Growth

$15,892

MeasureTMFSIWF

Fee0.85%0.18%

Cost on $10k a year$85$18

Yield0.00%0.38%

5 years, per year−2.0%+9.7%

3 years, per year+10.4%+19.8%

Worst drop · 1Y−15.7%−14.6%

Volatility · 1Y19.5%19.5%

5–0measures won
IWF first

0.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: TMFS, IWF, SCHD, VO

Today

9.2%most shared, IWF and VO

TMFSIWFSCHDVO

TMFS—0.1%0.0%0.0%

IWF0.1%—3.6%9.2%

SCHD0.0%3.6%—6.9%

VO0.0%9.2%6.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VO$135 − $3 = $132

IWF$38 − $18 = $20

TMFS$0 − $85 = −$85

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee