AESR vs IWF5YAESRAESRAvsBIWFIWFAnfield U.S. Equity Sector Rotation ETF · $247MiShares Russell 1000 Growth ETF · $118BReturns · dividends in+23.3%3 years · per year$18,762 · $16,699+18.6%+11.1%5 years · per year$16,920 · $15,505+9.2%Cost and income0.97%Expense ratio$97 · $18 on $10k · lower wins0.18%20.59%
Overlap: AESR, IWF, VUGToday77.8%most shared, IWF and VUGAESRIWFVUGAESR—0.9%0.4%IWF0.9%—77.8%VUG0.4%77.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
AESR vs IWF5YAAESRAnfield U.S. Equity Sector Rotation$16,920vsIWFBiShares Russell 1000 Growth$15,505$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AAESRAnfield U.S. Equity Sector Rotation ETFReadDesk0.97%20.59%−0.6%+11.8%+11.9%+23.3%+11.1%−13.0%$247M2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B3BIWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$117.8BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AAESRAnfield U.S. Equity Sector Rotation ETFReadDesk0.97%20.59%−0.6%+11.8%+11.9%+23.3%+11.1%−13.0%$247M2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B3BIWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$117.8BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: AESR, IWF, VUGToday77.8%most shared, IWF and VUGAESRIWFVUGAESR—0.9%0.4%IWF0.9%—77.8%VUG0.4%77.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,962most kept, AESRAESR$2,059 − $97 = $1,962VUG$41 − $3 = $38IWF$38 − $18 = $20KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee