TVAL vs IWF

ATVAL

BIWF

Measures won4–1TVAL wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF

Lowest cost0.18%IWF · $18 on $10k

Most income0.94%TVAL · $94 on $10k

Smallest drop−7.2%TVAL · worst fall in 1Y

Held in common3.3%TVAL and IWF

TVAL

IWF

T. Rowe Price Value ETF · $1.1BiShares Russell 1000 Growth ETF · $113B

+22.4%3 years · per year$18,320 · $17,022+19.4%

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

0.33%Expense ratio$33 · $18 on $10k · lower wins0.18%

0.94%12-mo yield$94 · $39 on $10k0.39%

−7.2%Worst dropSmaller wins−14.6%

11.2%VolatilityLower wins19.4%

4–1TVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsTVAL · IWF

0.4%AMGN0.6%

0.3%MCK0.4%

0.3%HLT0.3%

0.4%TJX0.2%

Held in common3.3%

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	ATVAL	T. Rowe Price Value ETFRead Desk		0.33%	0.94%	−0.2%	+22.9%	+27.7%	+22.4%	new	−7.2%	$1.1B

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	ATVAL	T. Rowe Price Value ETFRead Desk		0.33%	0.94%	−0.2%	+22.9%	+27.7%	+22.4%	new	−7.2%	$1.1B

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

TVAL vs IWF

TVAL

T. Rowe Price Value

[…]

IWF

iShares Russell 1000 Growth

$15,442

MeasureTVALIWF

Fee0.33%0.18%

Cost on $10k a year$33$18

Yield0.94%0.39%

5 years, per year[…]+9.1%

3 years, per year+22.4%+19.4%

Worst drop · 1Y−7.2%−14.6%

Volatility · 1Y11.2%19.4%

4–1measures won
TVAL first

3.3%

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: TVAL, IWF

Today

3.3%most shared, TVAL and IWF

TVALIWF

TVAL—3.3%

IWF3.3%—

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

Income After Fees on $10,000

$61most kept, TVAL

TVAL$94 − $33 = $61

IWF$39 − $18 = $21

KeptFee

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