USMV vs IWF

AUSMV

BIWF

Measures won4–2USMV wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · USMV $14,273

Lowest cost0.15%USMV · $15 on $10k

Most income1.39%USMV · $139 on $10k

Smallest drop−6.5%USMV · worst fall in 1Y

Held in common22.7%USMV and IWF

USMV

IWF

iShares MSCI USA Min Vol Factor ETF · $23.8BiShares Russell 1000 Growth ETF · $113B

+14.2%3 years · per year$14,878 · $17,073+19.5%

+7.4%5 years · per year$14,273 · $15,330+8.9%

0.15%Expense ratio$15 · $18 on $10k · lower wins0.18%

1.39%12-mo yield$139 · $39 on $10k0.39%

−6.5%Worst dropSmaller wins−14.6%

9.1%VolatilityLower wins19.3%

4–2USMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSMV · IWF

1.7%MSFT6.4%

1.4%MA1.7%

1.3%NVDA14.6%

1.1%V2.3%

Held in common22.7%

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

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	AUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−2.6%	+9.2%	+11.2%	+14.2%	+7.4%	−6.5%	$23.8B

End-of-day Nov 5, 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%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	AUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−2.6%	+9.2%	+11.2%	+14.2%	+7.4%	−6.5%	$23.8B

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

USMV vs IWF

USMV

iShares MSCI USA Min Vol Factor

$14,273

IWF

iShares Russell 1000 Growth

$15,330

MeasureUSMVIWF

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.39%0.39%

5 years, per year+7.4%+8.9%

3 years, per year+14.2%+19.5%

Worst drop · 1Y−6.5%−14.6%

Volatility · 1Y9.1%19.3%

4–2measures won
USMV first

22.7%

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: USMV, IWF

Today

22.7%most shared, USMV and IWF

USMVIWF

USMV—22.7%

IWF22.7%—

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

Income After Fees on $10,000

$124most kept, USMV

USMV$139 − $15 = $124

IWF$39 − $18 = $21

KeptFee

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