TMSL vs IWF

ATMSL

BIWF

Measures won4–1TMSL wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF

Lowest cost0.18%IWF · $18 on $10k

Most income0.49%TMSL · $49 on $10k

Smallest drop−11.2%TMSL · worst fall in 1Y

Held in common1.7%TMSL and IWF

TMSL

IWF

T. Rowe Price Small-Mid Cap ETF · $3.2BiShares Russell 1000 Growth ETF · $113B

+21.0%3 years · per year$17,714 · $17,022+19.4%

[…]5 years · per year[…] · $15,442+9.1%

0.55%Expense ratio$55 · $18 on $10k · lower wins0.18%

0.49%12-mo yield$49 · $39 on $10k0.39%

−11.2%Worst dropSmaller wins−14.6%

18.7%VolatilityLower wins19.4%

4–1TMSL wins

$10,000 · 5 yearsOne scale

Shared top holdingsTMSL · IWF

0.5%NTRA0.2%

0.2%INSM0.1%

0.1%ATI0.1%

0.3%WWD0.1%

Held in common1.7%

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

Both

5Y2 funds

#			Trend
1	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
2	ATMSL	T. Rowe Price Small-Mid Cap ETFRead Desk		0.55%	0.49%	+1.3%	+15.1%	+18.8%	+21.0%	new	−11.2%	$3.2B

End-of-day Nov 6, 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%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	ATMSL	T. Rowe Price Small-Mid Cap ETFRead Desk		0.55%	0.49%	+1.3%	+15.1%	+18.8%	+21.0%	new	−11.2%	$3.2B

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

TMSL vs IWF

TMSL

T. Rowe Price Small-Mid Cap

[…]

IWF

iShares Russell 1000 Growth

$15,442

MeasureTMSLIWF

Fee0.55%0.18%

Cost on $10k a year$55$18

Yield0.49%0.39%

5 years, per year[…]+9.1%

3 years, per year+21.0%+19.4%

Worst drop · 1Y−11.2%−14.6%

Volatility · 1Y18.7%19.4%

4–1measures won
TMSL first

1.7%

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: TMSL, IWF

Today

1.7%most shared, TMSL and IWF

TMSLIWF

TMSL—1.7%

IWF1.7%—

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

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

TMSL$49 − $55 = −$6

KeptFee

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