VALQ vs IWF

AVALQ

BIWF

Measures won4–2VALQ wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · VALQ $15,496

Lowest cost0.03%VUG · $3 on $10k

Most income1.71%VALQ · $171 on $10k

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

Held in common12.0%VALQ and IWF

VALQ

IWF

American Century STOXX U.S. Quality Value ETF · $197MiShares Russell 1000 Growth ETF · $113B

+16.1%3 years · per year$15,667 · $17,022+19.4%

+9.2%5 years · per year$15,496 · $15,442+9.1%

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

1.71%12-mo yield$171 · $39 on $10k0.39%

−7.9%Worst dropSmaller wins−14.6%

11.6%VolatilityLower wins19.4%

4–2VALQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVALQ · IWF

1.5%AAPL9.0%

1.0%META3.6%

2.9%HD0.9%

2.0%TXN0.8%

Held in common12.0%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AVALQ	American Century STOXX U.S. Quality Value ETFRead Desk	0.29%	1.71%	−0.8%	+8.5%	+12.8%	+16.1%	+9.2%	−7.9%	$197M
3	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

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AVALQ	American Century STOXX U.S. Quality Value ETFRead Desk	0.29%	1.71%	−0.8%	+8.5%	+12.8%	+16.1%	+9.2%	−7.9%	$197M
3	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

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

VALQ vs IWF

VALQ

American Century STOXX U.S. Quality Value

$15,496

IWF

iShares Russell 1000 Growth

$15,442

MeasureVALQIWF

Fee0.29%0.18%

Cost on $10k a year$29$18

Yield1.71%0.39%

5 years, per year+9.2%+9.1%

3 years, per year+16.1%+19.4%

Worst drop · 1Y−7.9%−14.6%

Volatility · 1Y11.6%19.4%

4–2measures won
VALQ first

12.0%

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: VALQ, IWF, VUG

Today

78.0%most shared, IWF and VUG

VALQIWFVUG

VALQ—12.0%8.2%

IWF12.0%—78.0%

VUG8.2%78.0%—

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

Income After Fees on $10,000

$142most kept, VALQ

VALQ$171 − $29 = $142

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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