AESR vs IWF

AAESR

BIWF

Measures won4–2AESR wins · of 6 · 5Y

$10,000 · 5Y$16,642AESR · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income21.33%AESR · $2,133 on $10k

Smallest drop−13.0%AESR · worst fall in 1Y

Held in common0.9%AESR and IWF

AESR

IWF

Anfield U.S. Equity Sector Rotation ETF · $234MiShares Russell 1000 Growth ETF · $115B

+23.6%3 years · per year$18,895 · $17,022+19.4%

+10.7%5 years · per year$16,642 · $15,442+9.1%

0.97%Expense ratio$97 · $18 on $10k · lower wins0.18%

21.33%12-mo yield$2,133 · $39 on $10k0.39%

−13.0%Worst dropSmaller wins−14.6%

20.4%VolatilityLower wins19.4%

4–2AESR wins

$10,000 · 5 yearsOne scale

Shared top holdingsAESR · IWF

0.9%ROST0.2%

0.8%TRGP0.2%

0.7%MPC0.2%

0.8%RVMD0.1%

Held in common0.9%

End-of-day Nov 6, 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	AAESR	Anfield U.S. Equity Sector Rotation ETFRead Desk		0.97%	21.33%	+1.0%	+7.9%	+8.2%	+23.6%	+10.7%	−13.0%	$234M
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AAESR	Anfield U.S. Equity Sector Rotation ETFRead Desk		0.97%	21.33%	+1.0%	+7.9%	+8.2%	+23.6%	+10.7%	−13.0%	$234M
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AESR vs IWF

AESR

Anfield U.S. Equity Sector Rotation

$16,642

IWF

iShares Russell 1000 Growth

$15,442

MeasureAESRIWF

Fee0.97%0.18%

Cost on $10k a year$97$18

Yield21.33%0.39%

5 years, per year+10.7%+9.1%

3 years, per year+23.6%+19.4%

Worst drop · 1Y−13.0%−14.6%

Volatility · 1Y20.4%19.4%

4–2measures won
AESR first

0.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: AESR, IWF

Today

0.9%most shared, AESR and IWF

AESRIWF

AESR—0.9%

IWF0.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$2,036most kept, AESR

AESR$2,133 − $97 = $2,036

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee