BBMC vs IWF

ABBMC

BIWF

Measures won5–1BBMC wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · BBMC $13,799

Lowest cost0.07%BBMC · $7 on $10k

Most income1.17%BBMC · $117 on $10k

Smallest drop−9.7%BBMC · worst fall in 1Y

Held in common3.0%BBMC and IWF

BBMC

IWF

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · $2.1BiShares Russell 1000 Growth ETF · $113B

+20.9%3 years · per year$17,679 · $17,073+19.5%

+6.7%5 years · per year$13,799 · $15,330+8.9%

0.07%Expense ratio$7 · $18 on $10k · lower wins0.18%

1.17%12-mo yield$117 · $39 on $10k0.39%

−9.7%Worst dropSmaller wins−14.6%

16.6%VolatilityLower wins19.3%

5–1BBMC wins

$10,000 · 5 yearsOne scale

Shared top holdingsBBMC · IWF

1.2%NTRA0.2%

0.9%RVMD0.1%

0.7%TEAM0.1%

0.5%TPR0.1%

Held in common3.0%

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%	$112.9B
2	ABBMC	JPMorgan BetaBuilders U.S. Mid Cap Equity ETFRead Desk		0.07%	1.17%	−3.5%	+14.2%	+18.6%	+20.9%	+6.7%	−9.7%	$2.1B

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%	$112.9B
2	ABBMC	JPMorgan BetaBuilders U.S. Mid Cap Equity ETFRead Desk		0.07%	1.17%	−3.5%	+14.2%	+18.6%	+20.9%	+6.7%	−9.7%	$2.1B

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

BBMC vs IWF

BBMC

JPMorgan BetaBuilders U.S. Mid Cap Equity

$13,799

IWF

iShares Russell 1000 Growth

$15,330

MeasureBBMCIWF

Fee0.07%0.18%

Cost on $10k a year$7$18

Yield1.17%0.39%

5 years, per year+6.7%+8.9%

3 years, per year+20.9%+19.5%

Worst drop · 1Y−9.7%−14.6%

Volatility · 1Y16.6%19.3%

5–1measures won
BBMC first

3.0%

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: BBMC, IWF

Today

3.0%most shared, BBMC and IWF

BBMCIWF

BBMC—3.0%

IWF3.0%—

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

Income After Fees on $10,000

$110most kept, BBMC

BBMC$117 − $7 = $110

IWF$39 − $18 = $21

KeptFee

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