XMLV vs IWF

AXMLV

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,892IWF · XMLV $13,593

Lowest cost0.18%IWF · $18 on $10k

Most income2.98%XMLV · $298 on $10k

Smallest drop−9.2%XMLV · worst fall in 1Y

Held in common0.0%XMLV and IWF

XMLV

IWF

Invesco S&P MidCap Low Volatility ETF · $724MiShares Russell 1000 Growth ETF · $118B

+13.7%3 years · per year$14,709 · $17,207+19.8%

+6.3%5 years · per year$13,593 · $15,892+9.7%

0.25%Expense ratio$25 · $18 on $10k · lower wins0.18%

2.98%12-mo yield$298 · $38 on $10k0.38%

−9.2%Worst dropSmaller wins−14.6%

11.0%VolatilityLower wins19.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsXMLV · IWF

1.2%LAMR0.0%

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	AXMLV	Invesco S&P MidCap Low Volatility ETFRead Desk		0.25%	2.98%	+1.1%	+10.1%	+11.3%	+13.7%	+6.3%	−9.2%	$724M

End-of-day Nov 9, 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%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	AXMLV	Invesco S&P MidCap Low Volatility ETFRead Desk		0.25%	2.98%	+1.1%	+10.1%	+11.3%	+13.7%	+6.3%	−9.2%	$724M

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

XMLV vs IWF

XMLV

Invesco S&P MidCap Low Volatility

$13,593

IWF

iShares Russell 1000 Growth

$15,892

MeasureXMLVIWF

Fee0.25%0.18%

Cost on $10k a year$25$18

Yield2.98%0.38%

5 years, per year+6.3%+9.7%

3 years, per year+13.7%+19.8%

Worst drop · 1Y−9.2%−14.6%

Volatility · 1Y11.0%19.5%

3–3measures won
level

0.0%

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$61.4B

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%

$122BAssets$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: XMLV, IWF

Today

0.0%most shared, XMLV and IWF

XMLVIWF

XMLV—0.0%

IWF0.0%—

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

Income After Fees on $10,000

$273most kept, XMLV

XMLV$298 − $25 = $273

IWF$38 − $18 = $20

KeptFee

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