VBK vs IWF

AVBK

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,892IWF · VO $13,867

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common3.3%VBK and IWF

VBK

IWF

Vanguard Morningstar Small-Cap Growth ETF · $22.8BiShares Russell 1000 Growth ETF · $115B

+18.4%3 years · per year$16,577 · $17,207+19.8%

+2.5%5 years · per year$11,329 · $15,892+9.7%

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

0.42%12-mo yield$42 · $38 on $10k0.38%

−13.6%Worst dropSmaller wins−14.6%

21.4%VolatilityLower wins19.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVBK · IWF

1.6%NTRA0.1%

1.2%RVMD0.1%

0.9%EME0.1%

1.2%P0.1%

Held in common3.3%

End-of-day Nov 9, 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	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk	0.05%	0.42%	+3.7%	+10.3%	+12.7%	+18.4%	+2.5%	−13.6%	$22.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk	0.05%	0.42%	+3.7%	+10.3%	+12.7%	+18.4%	+2.5%	−13.6%	$22.8B

End-of-day Nov 9, 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

$11,329

IWF

iShares Russell 1000 Growth

$15,892

MeasureVBKIWF

Fee0.05%0.18%

Cost on $10k a year$5$18

Yield0.42%0.38%

5 years, per year+2.5%+9.7%

3 years, per year+18.4%+19.8%

Worst drop · 1Y−13.6%−14.6%

Volatility · 1Y21.4%19.5%

3–2measures won
IWF first

3.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VBK, IWF, VO

Today

9.2%most shared, IWF and VO

VBKIWFVO

VBK—3.3%1.1%

IWF3.3%—9.2%

VO1.1%9.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

VBK$42 − $5 = $37

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee