VALQ vs IWF

AVALQ

BIWF

Measures won4–2VALQ wins · of 6 · 5Y

$10,000 · 5Y$15,609VALQ · IWF $15,330

Lowest cost0.18%IWF · $18 on $10k

Most income1.69%VALQ · $169 on $10k

Smallest drop−7.9%VALQ · worst fall in 1Y

Held in common12.3%VALQ and IWF

VALQ

IWF

American Century STOXX U.S. Quality Value ETF · $193MiShares Russell 1000 Growth ETF · $121B

+16.7%3 years · per year$15,901 · $17,073+19.5%

+9.3%5 years · per year$15,609 · $15,330+8.9%

0.29%Expense ratio$29 · $18 on $10k · lower wins0.18%

1.69%12-mo yield$169 · $39 on $10k0.39%

−7.9%Worst dropSmaller wins−14.6%

11.6%VolatilityLower wins19.3%

4–2VALQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsVALQ · IWF

1.5%AAPL8.5%

1.0%META3.5%

2.2%TXN0.9%

2.8%HD0.8%

Held in common12.3%

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	AVALQ	American Century STOXX U.S. Quality Value ETFRead Desk		0.29%	1.69%	−2.9%	+9.4%	+14.7%	+16.7%	+9.3%	−7.9%	$193M
2	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

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	AVALQ	American Century STOXX U.S. Quality Value ETFRead Desk		0.29%	1.69%	−2.9%	+9.4%	+14.7%	+16.7%	+9.3%	−7.9%	$193M
2	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

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

VALQ vs IWF

VALQ

American Century STOXX U.S. Quality Value

$15,609

IWF

iShares Russell 1000 Growth

$15,330

MeasureVALQIWF

Fee0.29%0.18%

Cost on $10k a year$29$18

Yield1.69%0.39%

5 years, per year+9.3%+8.9%

3 years, per year+16.7%+19.5%

Worst drop · 1Y−7.9%−14.6%

Volatility · 1Y11.6%19.3%

4–2measures won
VALQ first

12.3%

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: VALQ, IWF

Today

12.3%most shared, VALQ and IWF

VALQIWF

VALQ—12.3%

IWF12.3%—

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

Income After Fees on $10,000

$140most kept, VALQ

VALQ$169 − $29 = $140

IWF$39 − $18 = $21

KeptFee

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