TMFS vs IWF

ATMFS

BIWF

Measures won0–5IWF wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · VO $13,616

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.1%TMFS and IWF

TMFS

IWF

Motley Fool Small-Cap Growth ETF · $53MiShares Russell 1000 Growth ETF · $121B

+10.1%3 years · per year$13,342 · $17,073+19.5%

−2.2%5 years · per year$8,966 · $15,330+8.9%

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

0.00%12-mo yield$0 · $39 on $10k0.39%

−15.7%Worst dropSmaller wins−14.6%

19.3%VolatilityLower wins19.3%

0–5IWF wins

$10,000 · 5 yearsAll three, 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 5, 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	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
3	ATMFS	Motley Fool Small-Cap Growth ETFRead Desk	0.85%	0.00%	−2.1%	−0.6%	+2.8%	+10.1%	−2.2%	−15.7%	$53M

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

All Three

5Y3 funds

#
1	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
3	ATMFS	Motley Fool Small-Cap Growth ETFRead Desk	0.85%	0.00%	−2.1%	−0.6%	+2.8%	+10.1%	−2.2%	−15.7%	$53M

End-of-day Nov 5, 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

$8,966

IWF

iShares Russell 1000 Growth

$15,330

MeasureTMFSIWF

Fee0.85%0.18%

Cost on $10k a year$85$18

Yield0.00%0.39%

5 years, per year−2.2%+8.9%

3 years, per year+10.1%+19.5%

Worst drop · 1Y−15.7%−14.6%

Volatility · 1Y19.3%19.3%

5–0measures won
IWF first

0.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: TMFS, IWF, VO

Today

9.2%most shared, IWF and VO

TMFSIWFVO

TMFS—0.1%0.0%

IWF0.1%—9.2%

VO0.0%9.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IWF$39 − $18 = $21

TMFS$0 − $85 = −$85

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee