APUE vs IWF

AAPUE

BIWF

Measures won4–1APUE wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF

Lowest cost0.18%IWF · $18 on $10k

Most income0.76%APUE · $76 on $10k

Smallest drop−9.0%APUE · worst fall in 1Y

Held in common51.4%APUE and IWF

APUE

IWF

ActivePassive U.S. Equity ETF · $2.5BiShares Russell 1000 Growth ETF · $121B

+21.9%3 years · per year$18,130 · $17,073+19.5%

[…]5 years · per year[…] · $15,330+8.9%

0.31%Expense ratio$31 · $18 on $10k · lower wins0.18%

0.76%12-mo yield$76 · $39 on $10k0.39%

−9.0%Worst dropSmaller wins−14.6%

13.5%VolatilityLower wins19.3%

4–1APUE wins

$10,000 · 5 yearsOne scale

Shared top holdingsAPUE · IWF

7.0%AAPL8.5%

6.3%NVDA14.6%

5.7%MSFT6.4%

2.4%GOOGL5.3%

Held in common51.4%

End-of-day Nov 5, 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%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	AAPUE	ActivePassive U.S. Equity ETFRead Desk		0.31%	0.76%	−4.2%	+8.9%	+11.1%	+21.9%	new	−9.0%	$2.5B

End-of-day Nov 5, 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%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	AAPUE	ActivePassive U.S. Equity ETFRead Desk		0.31%	0.76%	−4.2%	+8.9%	+11.1%	+21.9%	new	−9.0%	$2.5B

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

Cards for this view

APUE vs IWF

APUE

ActivePassive U.S. Equity

[…]

IWF

iShares Russell 1000 Growth

$15,330

MeasureAPUEIWF

Fee0.31%0.18%

Cost on $10k a year$31$18

Yield0.76%0.39%

5 years, per year[…]+8.9%

3 years, per year+21.9%+19.5%

Worst drop · 1Y−9.0%−14.6%

Volatility · 1Y13.5%19.3%

4–1measures won
APUE first

51.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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

Overlap: APUE, IWF

Today

51.4%most shared, APUE and IWF

APUEIWF

APUE—51.4%

IWF51.4%—

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

Income After Fees on $10,000

$45most kept, APUE

APUE$76 − $31 = $45

IWF$39 − $18 = $21

KeptFee

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