Compare · 2 funds side by side · dividends reinvested

BWQG and IUSG

BWQGBurke Wealth Management×IUSGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,437IUSG · best of the two

02 / 03

BWQG and IUSG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Growth ETFUS Stock Styles · Growth0.04%0.52%+4.8%+5.1%+24.6%+10.4%−13.0%19.1%$32.6B1.0

EA Series Trust - BWM Quality Growth ETFUS Stock Styles · Growth0.70%0.00%[…][…][…][…][…][…]$32M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: BWQG 2026 · IUSG 2000

Head to Head

Swap sides Versus in desk

Head to Head

EA Series Trust - BWM Quality Growth ETF · $32M[…]

BWQG

IUSG

iShares Core S&P U.S. Growth ETF · $32.6B$16,437

$10,000 five years ago, dividends reinvested · they hold 30.6% in common

BWQGMeasureIUSG

[…]Year to dateJan 1 → Nov 5+4.8%

[…]1 yearTotal return+5.1%

[…]3 years · per year$10,000 became […] · $19,348+24.6%

[…]5 years · per year$10,000 became […] · $16,437+10.4%

0.70%Expense ratio$70 · $4 a year on $10k · lower is better0.04%

0.00%Trailing 12-mo yield$0 · $52 a year on $10k0.52%

[…]Worst dropSmaller is better−13.0%

[…]VolatilityLower is calmer19.1%

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

0–2IUSG wins

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

More Ways to See the Pairs

BWQG vs IUSG: Top 5 Holdings

Today

BWQG

35.9%in top 5

IUSG

in top 539.8%

BWQGStockIUSG

9.6%NVDA13.1%

not top 5MSFT11.1%

7.0%METAnot top 5

not top 5AAPL6.9%

6.8%AMZNnot top 5

6.6%RSPnot top 5

5.9%MUnot top 5

not top 5GOOGL4.6%

not top 5AVGO4.2%

Held in common30.6%

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

BWQG vs IUSG Returns, Every Period

Burke Wealth ManagementBWQG

[…]

past year

IUSGiShares

+5.1%

past year

Returns […]

BWQGIUSGFaded: behind in that period

0–0Level

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

BWQG vs IUSG

YTD

Burke Wealth ManagementBWQG

[…]

IUSGiShares

+4.8%

[…]Year to date+4.8%

[…]Worst drop · 1Y−13.0%

[…]Volatility · 1Y19.1%

0.0%Yield0.5%

$32.3MAssets$32.6B

1–0IUSG wins

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

Cost, Income and Risk

Fees: BWQG, IUSG

Today

0.04%lowest, IUSG

FundExpense ratioFee$10k

IUSG0.04%$4

BWQG0.70%$70

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

Yields: BWQG, IUSG

0.52%highest, IUSG

FundTrailing yieldYield$10k

IUSG0.52%$52

BWQG0.00%$0

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

Income After Fees on $10,000

$48most kept, IUSG

IUSG$52 − $4 = $48

BWQG$0 − $70 = −$70

KeptFee

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

Overlap: BWQG, IUSG

Today

30.6%most shared, BWQG and IUSG

BWQGIUSG

BWQG—30.6%

IUSG30.6%—

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

Return vs Bumpiness: 2 ETFs

+5.1%IUSG, at 19.1% volatility

IUSGWorst drop−13.0%19.1% vol

BWQGWorst drop[…][…]

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

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026