VBK vs IWF

AVBK

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,559IWF · VBK $11,893

Lowest cost0.05%VBK · $5 on $10k

Most income0.42%VBK · $42 on $10k

Smallest drop−11.4%VBK · worst fall in 1Y

Held in common3.4%VBK and IWF

VBK

IWF

Vanguard Morningstar Small-Cap Growth ETF · $22.8BiShares Russell 1000 Growth ETF · $120B

+19.9%3 years · per year$17,239 · $18,310+22.3%

+3.5%5 years · per year$11,893 · $16,559+10.6%

0.05%Expense ratio$5 · $18 on $10k · lower wins0.18%

0.42%12-mo yield$42 · $37 on $10k0.37%

−11.4%Worst dropSmaller wins−15.6%

20.5%VolatilityLower wins18.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVBK · IWF

1.6%NTRA0.2%

1.2%RVMD0.1%

1.2%P0.1%

0.9%EME0.1%

Held in common3.4%

End-of-day Nov 4, 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%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
2	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk		0.05%	0.42%	+0.5%	+10.9%	+10.8%	+19.9%	+3.5%	−11.4%	$22.8B

End-of-day Nov 4, 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%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
2	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk		0.05%	0.42%	+0.5%	+10.9%	+10.8%	+19.9%	+3.5%	−11.4%	$22.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VBK vs IWF

VBK

Vanguard Morningstar Small-Cap Growth

$11,893

IWF

iShares Russell 1000 Growth

$16,559

MeasureVBKIWF

Fee0.05%0.18%

Cost on $10k a year$5$18

Yield0.42%0.37%

5 years, per year+3.5%+10.6%

3 years, per year+19.9%+22.3%

Worst drop · 1Y−11.4%−15.6%

Volatility · 1Y20.5%18.3%

3–2measures won
IWF first

3.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: VBK, IWF

Today

3.4%most shared, VBK and IWF

VBKIWF

VBK—3.4%

IWF3.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$37most kept, VBK

VBK$42 − $5 = $37

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee