XMVM vs IWR · Compare Desk

AIWR

BIWF

Measures won3–2IWR wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · IWR $13,924

Lowest cost0.18%IWR · $18 on $10k

Most income1.18%IWR · $118 on $10k

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

Held in common10.2%IWR and IWF

IWR vs IWF

IWR

IWF

iShares Russell Mid-Cap ETF · $56.9BiShares Russell 1000 Growth ETF · $115B

+19.2%3 years · per year$16,955 · $17,022+19.4%

+6.8%5 years · per year$13,924 · $15,442+9.1%

0.18%Expense ratio$18 · $18 on $10k · lower wins0.18%

1.18%12-mo yield$118 · $39 on $10k0.39%

−8.2%Worst dropSmaller wins−14.6%

13.8%VolatilityLower wins19.4%

3–2IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWR · IWF

0.7%SNOW0.3%

0.6%NET0.3%

0.5%SPG0.2%

0.5%COR0.2%

Held in common10.2%

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	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
2	AIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.9B

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	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
2	AIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.9B

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

IWR vs IWF

IWR

iShares Russell Mid-Cap

$13,924

IWF

iShares Russell 1000 Growth

$15,442

MeasureIWRIWF

Fee0.18%0.18%

Cost on $10k a year$18$18

Yield1.18%0.39%

5 years, per year+6.8%+9.1%

3 years, per year+19.2%+19.4%

Worst drop · 1Y−8.2%−14.6%

Volatility · 1Y13.8%19.4%

3–2measures won
IWR first

10.2%

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: IWR, IWF

Today

10.2%most shared, IWR and IWF

IWRIWF

IWR—10.2%

IWF10.2%—

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

Income After Fees on $10,000

$100most kept, IWR

IWR$118 − $18 = $100

IWF$39 − $18 = $21

KeptFee

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