Compare · 2 funds side by side · dividends reinvested

CARK and IWF

CARKCastleArk×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,559IWF · best of the two

02 / 04

CARK and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.4

CastleArk Large Growth ETFUS Stock Styles · Growth0.54%0.01%+4.4%+1.1%[…][…]−15.6%19.0%$327M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: CARK 2023 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

CastleArk Large Growth ETF · $327M[…]

CARK

IWF

iShares Russell 1000 Growth ETF · $121B$16,559

$10,000 five years ago, dividends reinvested · they hold 54.4% in common

CARKMeasureIWF

+4.4%Year to dateJan 1 → Nov 4−0.1%

+1.1%1 yearTotal return−3.0%

[…]3 years · per year$10,000 became […] · $18,310+22.3%

[…]5 years · per year$10,000 became […] · $16,559+10.6%

0.54%Expense ratio$54 · $18 a year on $10k · lower is better0.18%

0.01%Trailing 12-mo yield$1 · $37 a year on $10k0.37%

−15.6%Worst dropSmaller is better−15.6%

19.0%VolatilityLower is calmer18.3%

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

2–3IWF wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CARK vs IWF: Top 5 Holdings

Today

CARK

39.0%in top 5

IWF

in top 539.3%

CARKStockIWF

13.7%NVDA15.1%

6.7%AAPL8.1%

6.7%MSFT6.1%

6.2%LLYnot top 5

5.7%GOOGL5.1%

not top 5AVGO4.8%

Held in common54.4%

End-of-day Nov 4, 2026 · share of each fund

CARK vs IWF Returns, Every Period

CastleArkCARK

+1.1%

past year

IWFiShares

−3.0%

past year

CARKIWFFaded: behind in that period

2–0CARK wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CARK vs IWF

YTD

CastleArkCARK

+4.4%

IWFiShares

−0.1%

+4.4%Year to date−0.1%

−15.6%Worst drop · 1Y−15.6%

19.0%Volatility · 1Y18.3%

0.0%Yield0.4%

$327MAssets$121B

2–1IWF wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CARK, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

CARK0.54%$54

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CARK, IWF

0.37%highest, IWF

FundTrailing yieldYield$10k

IWF0.37%$37

CARK0.01%$1

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$19most kept, IWF

IWF$37 − $18 = $19

CARK$1 − $54 = −$53

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CARK, IWF

Today

54.4%most shared, CARK and IWF

CARKIWF

CARK—54.4%

IWF54.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+1.1%CARK, at 19.0% volatility

IWFWorst drop−15.6%18.3% vol

CARKWorst drop−15.6%19.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWFCARK

−0.1%Year to date+4.4%

0.4%Yield0.0%

−3.0%Past year+1.1%

0.18%Fee0.54%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026