VSMV vs IWF

AVSMV

BIWF

Measures won4–2VSMV wins · of 6 · 5Y

$10,000 · 5Y$16,415VSMV · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income1.38%VSMV · $138 on $10k

Smallest drop−5.2%VSMV · worst fall in 1Y

Held in common13.4%VSMV and IWF

VSMV

IWF

VictoryShares US Multi-Factor Minimum Volatility ETF · $161MiShares Russell 1000 Growth ETF · $115B

+17.2%3 years · per year$16,080 · $17,022+19.4%

+10.4%5 years · per year$16,415 · $15,442+9.1%

0.41%Expense ratio$41 · $18 on $10k · lower wins0.18%

1.38%12-mo yield$138 · $39 on $10k0.39%

−5.2%Worst dropSmaller wins−14.6%

9.9%VolatilityLower wins19.4%

4–2VSMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVSMV · IWF

10.4%AAPL9.0%

2.0%LRCX0.8%

3.1%COST0.7%

2.2%KLAC0.6%

Held in common13.4%

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

Both

5Y2 funds

#			Trend
1	AVSMV	VictoryShares US Multi-Factor Minimum Volatility ETFRead Desk		0.41%	1.38%	−0.6%	+10.6%	+14.0%	+17.2%	+10.4%	−5.2%	$161M
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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

Both

5Y2 funds

#			Trend
1	AVSMV	VictoryShares US Multi-Factor Minimum Volatility ETFRead Desk		0.41%	1.38%	−0.6%	+10.6%	+14.0%	+17.2%	+10.4%	−5.2%	$161M
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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

VSMV vs IWF

VSMV

VictoryShares US Multi-Factor Minimum Volatility

$16,415

IWF

iShares Russell 1000 Growth

$15,442

MeasureVSMVIWF

Fee0.41%0.18%

Cost on $10k a year$41$18

Yield1.38%0.39%

5 years, per year+10.4%+9.1%

3 years, per year+17.2%+19.4%

Worst drop · 1Y−5.2%−14.6%

Volatility · 1Y9.9%19.4%

4–2measures won
VSMV first

13.4%

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$59.7B

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: VSMV, IWF

Today

13.4%most shared, VSMV and IWF

VSMVIWF

VSMV—13.4%

IWF13.4%—

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

Income After Fees on $10,000

$97most kept, VSMV

VSMV$138 − $41 = $97

IWF$39 − $18 = $21

KeptFee

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