Compare · 2 funds side by side · dividends reinvested

TBFG and IUSG

TBFGThe Brinsmere Funds×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 / 04

TBFG and IUSG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Brinsmere Fund Growth ETFUS Stock Styles · Growth0.46%2.54%+5.6%+7.8%[…][…]−7.6%11.4%$377M1.2

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%$32.6B1.6

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: TBFG 2024 · IUSG 2000

Head to Head

Swap sides Versus in desk

Head to Head

Brinsmere Fund Growth ETF · $377M[…]

TBFG

IUSG

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

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

TBFGMeasureIUSG

+5.6%Year to dateJan 1 → Nov 5+4.8%

+7.8%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%

0.46%Expense ratio$46 · $4 a year on $10k · lower is better0.04%

2.54%Trailing 12-mo yield$254 · $52 a year on $10k0.52%

−7.6%Worst dropSmaller is better−13.0%

11.4%VolatilityLower is calmer19.1%

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

5–1TBFG wins

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

More Ways to See the Pairs

TBFG vs IUSG: Top 5 Holdings

Today

TBFG

42.0%in top 5

IUSG

in top 539.8%

TBFGStockIUSG

not top 5NVDA13.1%

12.3%SPYMnot top 5

not top 5MSFT11.1%

7.7%SPMOnot top 5

7.4%SPYnot top 5

7.3%PRFnot top 5

7.3%SHVnot top 5

not top 5AAPL6.9%

not top 5GOOGL4.6%

not top 5AVGO4.2%

Held in common0.0%

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

TBFG vs IUSG Returns, Every Period

The Brinsmere FundsTBFG

+7.8%

past year

IUSGiShares

+5.1%

past year

TBFGIUSGFaded: behind in that period

2–0TBFG wins

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

TBFG vs IUSG

YTD

The Brinsmere FundsTBFG

+5.6%

IUSGiShares

+4.8%

+5.6%Year to date+4.8%

−7.6%Worst drop · 1Y−13.0%

11.4%Volatility · 1Y19.1%

2.5%Yield0.5%

$377MAssets$32.6B

4–0TBFG wins

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

Cost, Income and Risk

Fees: TBFG, IUSG

Today

0.04%lowest, IUSG

FundExpense ratioFee$10k

IUSG0.04%$4

TBFG0.46%$46

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

Yields: TBFG, IUSG

2.54%highest, TBFG

FundTrailing yieldYield$10k

TBFG2.54%$254

IUSG0.52%$52

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

Income After Fees on $10,000

$208most kept, TBFG

TBFG$254 − $46 = $208

IUSG$52 − $4 = $48

KeptFee

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

Overlap: TBFG, IUSG

Today

0.0%most shared, TBFG and IUSG

TBFGIUSG

TBFG—0.0%

IUSG0.0%—

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

Return vs Bumpiness: 2 ETFs

+7.8%TBFG, at 11.4% volatility

TBFGWorst drop−7.6%11.4% vol

IUSGWorst drop−13.0%19.1% vol

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

Paid More vs Made More

YTD

TBFGIUSG

+5.6%Year to date+4.8%

2.5%Yield0.5%

+7.8%Past year+5.1%

0.46%Fee0.04%

3–1TBFG wins

End-of-day Nov 5, 2026

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