VLU vs IWF

AVLU

BIWF

Measures won6–0VLU wins · of 6 · 5Y

$10,000 · 5Y$17,745VLU · IWF $15,330

Lowest cost0.12%VLU · $12 on $10k

Most income1.63%VLU · $163 on $10k

Smallest drop−6.3%VLU · worst fall in 1Y

Held in common24.5%VLU and IWF

VLU

IWF

State Street SPDR S&P 1500 Value Tilt ETF · $801MiShares Russell 1000 Growth ETF · $113B

+22.5%3 years · per year$18,366 · $17,073+19.5%

+12.2%5 years · per year$17,745 · $15,330+8.9%

0.12%Expense ratio$12 · $18 on $10k · lower wins0.18%

1.63%12-mo yield$163 · $39 on $10k0.39%

−6.3%Worst dropSmaller wins−14.6%

10.8%VolatilityLower wins19.3%

6–0VLU wins

$10,000 · 5 yearsOne scale

Shared top holdingsVLU · IWF

3.3%MSFT6.4%

2.1%AAPL8.5%

1.3%GOOG4.3%

1.2%META3.5%

Held in common24.5%

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	AVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk		0.12%	1.63%	−3.0%	+17.1%	+21.6%	+22.5%	+12.2%	−6.3%	$801M
2	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

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	AVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk		0.12%	1.63%	−3.0%	+17.1%	+21.6%	+22.5%	+12.2%	−6.3%	$801M
2	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

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

VLU vs IWF

VLU

SPDR S&P 1500 Value Tilt

$17,745

IWF

iShares Russell 1000 Growth

$15,330

MeasureVLUIWF

Fee0.12%0.18%

Cost on $10k a year$12$18

Yield1.63%0.39%

5 years, per year+12.2%+8.9%

3 years, per year+22.5%+19.5%

Worst drop · 1Y−6.3%−14.6%

Volatility · 1Y10.8%19.3%

6–0measures won
VLU first

24.5%

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: VLU, IWF

Today

24.5%most shared, VLU and IWF

VLUIWF

VLU—24.5%

IWF24.5%—

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

Income After Fees on $10,000

$151most kept, VLU

VLU$163 − $12 = $151

IWF$39 − $18 = $21

KeptFee

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