Compare · 2 funds side by side · dividends reinvested

BBUS and IWF

BBUSJ.P. Morgan×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,816BBUS · best of the two

02 / 04

BBUS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan BetaBuilders U.S. Equity ETFUS Stock Styles · Large cap0.02%1.04%+8.2%+9.1%+21.7%+11.0%−9.2%13.7%$9.8B1.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: BBUS 2019 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders U.S. Equity ETF · $9.8B$16,816

BBUS

IWF

iShares Russell 1000 Growth ETF · $113B$15,441

$10,000 five years ago, dividends reinvested · they hold 55.7% in common

BBUSMeasureIWF

+8.2%Year to dateJan 1 → Nov 6−5.3%

+9.1%1 yearTotal return−6.5%

+21.7%3 years · per year$10,000 became $18,042 · $17,022+19.4%

+11.0%5 years · per year$10,000 became $16,816 · $15,442+9.1%

0.02%Expense ratio$2 · $18 a year on $10k · lower is better0.18%

1.04%Trailing 12-mo yield$104 · $39 a year on $10k0.39%

−9.2%Worst dropSmaller is better−14.6%

13.7%VolatilityLower is calmer19.4%

BBUSIWF Winner of the row, in its colourEach row: the bigger of the two fills its side

8–0BBUS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BBUS vs IWF: Top 5 Holdings

Today

BBUS

27.5%in top 5

IWF

in top 539.8%

BBUSStockIWF

6.7%NVDA14.1%

7.9%AAPL9.0%

6.3%MSFT6.6%

2.6%GOOGL5.5%

not top 5AVGO4.5%

4.0%AMZNnot top 5

Held in common55.7%

End-of-day Nov 6, 2026 · share of each fund

BBUS vs IWF Returns, Every Period

J.P. MorganBBUS

+11.0%

5 years, per year

IWFiShares

+9.1%

5 years, per year

BBUSIWFFaded: behind in that period

4–0BBUS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

BBUS vs IWF

YTD

J.P. MorganBBUS

+8.2%

IWFiShares

−5.3%

+8.2%Year to date−5.3%

−9.2%Worst drop · 1Y−14.6%

13.7%Volatility · 1Y19.4%

1.0%Yield0.4%

$9.8BAssets$113B

4–0BBUS wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBUS, IWF

Today

0.02%lowest, BBUS

FundExpense ratioFee$10k

BBUS0.02%$2

IWF0.18%$18

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BBUS, IWF

1.04%highest, BBUS

FundTrailing yieldYield$10k

BBUS1.04%$104

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$102most kept, BBUS

BBUS$104 − $2 = $102

IWF$39 − $18 = $21

KeptFee

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

Overlap: BBUS, IWF

Today

55.7%most shared, BBUS and IWF

BBUSIWF

BBUS—55.7%

IWF55.7%—

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

Return vs Bumpiness: 2 ETFs

+9.1%BBUS, at 13.7% volatility

BBUSWorst drop−9.2%13.7% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

BBUSIWF

+8.2%Year to date−5.3%

1.0%Yield0.4%

+9.1%Past year−6.5%

0.02%Fee0.18%

4–0BBUS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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$59.1B

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