VUG vs IWN

AVUG

BIWN

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWN $13,927

Lowest cost0.03%VUG · $3 on $10k

Most income1.54%IWN · $154 on $10k

Smallest drop−8.5%IWN · worst fall in 1Y

Held in common0.0%VUG and IWN

VUG

IWN

Vanguard Morningstar Growth ETF · $233BiShares Russell 2000 Value ETF · $13.9B

+22.6%3 years · per year$18,415 · $17,306+20.1%

+10.0%5 years · per year$16,124 · $13,927+6.8%

0.03%Expense ratio$3 · $24 on $10k · lower wins0.24%

0.42%12-mo yield$42 · $154 on $10k1.54%

−15.1%Worst dropSmaller wins−8.5%

19.0%VolatilityLower wins15.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVUG · IWN

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIWN	iShares Russell 2000 Value ETFRead Desk		0.24%	1.54%	−0.2%	+17.5%	+21.0%	+20.1%	+6.8%	−8.5%	$13.9B

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	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIWN	iShares Russell 2000 Value ETFRead Desk		0.24%	1.54%	−0.2%	+17.5%	+21.0%	+20.1%	+6.8%	−8.5%	$13.9B

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

VUG vs IWN

VUG

Vanguard Morningstar Growth

$16,124

IWN

iShares Russell 2000 Value

$13,927

MeasureVUGIWN

Fee0.03%0.24%

Cost on $10k a year$3$24

Yield0.42%1.54%

5 years, per year+10.0%+6.8%

3 years, per year+22.6%+20.1%

Worst drop · 1Y−15.1%−8.5%

Volatility · 1Y19.0%15.9%

3–3measures won
level

0.0%

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$59.7B

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: VUG, IWN

Today

0.0%most shared, VUG and IWN

VUGIWN

VUG—0.0%

IWN0.0%—

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

Income After Fees on $10,000

$130most kept, IWN

IWN$154 − $24 = $130

VUG$42 − $3 = $39

KeptFee

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