ACSI vs IWF

AACSI

BIWF

Measures won4–2ACSI wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · ACSI $15,528

Lowest cost0.18%IWF · $18 on $10k

Most income0.78%ACSI · $78 on $10k

Smallest drop−7.8%ACSI · worst fall in 1Y

Held in common22.7%ACSI and IWF

ACSI

IWF

American Customer Satisfaction ETF · $117MiShares Russell 1000 Growth ETF · $118B

+21.1%3 years · per year$17,768 · $17,207+19.8%

+9.2%5 years · per year$15,528 · $15,892+9.7%

0.65%Expense ratio$65 · $18 on $10k · lower wins0.18%

0.78%12-mo yield$78 · $38 on $10k0.38%

−7.8%Worst dropSmaller wins−14.6%

12.9%VolatilityLower wins19.5%

4–2ACSI wins

$10,000 · 5 yearsOne scale

Shared top holdingsACSI · IWF

7.1%AAPL8.8%

4.5%MSFT6.5%

3.7%GOOG4.4%

3.8%META3.6%

Held in common22.7%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	AACSI	American Customer Satisfaction ETFRead Desk		0.65%	0.78%	+1.9%	+17.1%	+20.5%	+21.1%	+9.2%	−7.8%	$117M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	AACSI	American Customer Satisfaction ETFRead Desk		0.65%	0.78%	+1.9%	+17.1%	+20.5%	+21.1%	+9.2%	−7.8%	$117M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACSI vs IWF

ACSI

American Customer Satisfaction

$15,528

IWF

iShares Russell 1000 Growth

$15,892

MeasureACSIIWF

Fee0.65%0.18%

Cost on $10k a year$65$18

Yield0.78%0.38%

5 years, per year+9.2%+9.7%

3 years, per year+21.1%+19.8%

Worst drop · 1Y−7.8%−14.6%

Volatility · 1Y12.9%19.5%

4–2measures won
ACSI first

22.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: ACSI, IWF

Today

22.7%most shared, ACSI and IWF

ACSIIWF

ACSI—22.7%

IWF22.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$20most kept, IWF

IWF$38 − $18 = $20

ACSI$78 − $65 = $13

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee