Compare · 2 funds side by side · dividends reinvested

BLUX and IWF

BLUXBluemonte×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,330IWF · best of the two

02 / 04

BLUX and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bluemonte Dynamic Total Market ETFUS Stock Styles · Large cap0.30%1.02%+10.3%+13.0%[…][…]−9.0%14.6%$636M1.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: BLUX 2025 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Bluemonte Dynamic Total Market ETF · $636M[…]

BLUX

IWF

iShares Russell 1000 Growth ETF · $113B$15,330

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BLUXMeasureIWF

+10.3%Year to dateJan 1 → Nov 5−6.5%

+13.0%1 yearTotal return−7.6%

[…]3 years · per year$10,000 became […] · $17,073+19.5%

[…]5 years · per year$10,000 became […] · $15,330+8.9%

0.30%Expense ratio$30 · $18 a year on $10k · lower is better0.18%

1.02%Trailing 12-mo yield$102 · $39 a year on $10k0.39%

−9.0%Worst dropSmaller is better−14.6%

14.6%VolatilityLower is calmer19.3%

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

5–1BLUX wins

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

More Ways to See the Pairs

BLUX vs IWF: Top 5 Holdings

Today

BLUX

99.8%in top 5

IWF

in top 539.6%

BLUXStockIWF

49.1%SPYMnot top 5

29.9%VTWOnot top 5

15.7%ISCVnot top 5

not top 5NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

5.2%SCHAnot top 5

not top 5AVGO4.7%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

BLUX vs IWF Returns, Every Period

BluemonteBLUX

+13.0%

past year

IWFiShares

−7.6%

past year

BLUXIWFFaded: behind in that period

2–0BLUX wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

BLUX vs IWF

YTD

BluemonteBLUX

+10.3%

IWFiShares

−6.5%

+10.3%Year to date−6.5%

−9.0%Worst drop · 1Y−14.6%

14.6%Volatility · 1Y19.3%

1.0%Yield0.4%

$636MAssets$113B

4–0BLUX wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BLUX, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

BLUX0.30%$30

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BLUX, IWF

1.02%highest, BLUX

FundTrailing yieldYield$10k

BLUX1.02%$102

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$72most kept, BLUX

BLUX$102 − $30 = $72

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BLUX, IWF

Today

0.0%most shared, BLUX and IWF

BLUXIWF

BLUX—0.0%

IWF0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.0%BLUX, at 14.6% volatility

BLUXWorst drop−9.0%14.6% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BLUXIWF

+10.3%Year to date−6.5%

1.0%Yield0.4%

+13.0%Past year−7.6%

0.30%Fee0.18%

3–1BLUX wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026