AFSC vs IWF

AAFSC

BIWF

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VUG $16,124

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common0.0%AFSC and IWF

AFSC

IWF

abrdn Focused U.S. Small Cap Active ETF · $11MiShares Russell 1000 Growth ETF · $113B

[…]3 years · per year[…] · $17,022+19.4%

[…]5 years · per year[…] · $15,442+9.1%

1.09%Expense ratio$109 · $18 on $10k · lower wins0.18%

0.07%12-mo yield$7 · $39 on $10k0.39%

−11.4%Worst dropSmaller wins−14.6%

18.9%VolatilityLower wins19.4%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAFSC · IWF

1.2%VIAV0.0%

1.6%ECG0.0%

Held in common0.0%

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

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
4	AAFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk	1.09%	0.07%	0.0%	+16.6%	+19.7%	new	new	−11.4%	$11M

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

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
4	AAFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk	1.09%	0.07%	0.0%	+16.6%	+19.7%	new	new	−11.4%	$11M

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

AFSC vs IWF

AFSC

abrdn Focused U.S. Small Cap Active

[…]

IWF

iShares Russell 1000 Growth

$15,442

MeasureAFSCIWF

Fee1.09%0.18%

Cost on $10k a year$109$18

Yield0.07%0.39%

5 years, per year[…]+9.1%

3 years, per year[…]+19.4%

Worst drop · 1Y−11.4%−14.6%

Volatility · 1Y18.9%19.4%

2–2measures won
level

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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$59.1B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: AFSC, IWF, IVV, VUG

Today

78.0%most shared, IWF and VUG

AFSCIWFIVVVUG

AFSC—0.0%0.0%0.0%

IWF0.0%—55.7%78.0%

IVV0.0%55.7%—54.8%

VUG0.0%78.0%54.8%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VUG$42 − $3 = $39

IWF$39 − $18 = $21

AFSC$7 − $109 = −$102

KeptFee

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