BBSC vs IWF

ABBSC

BIWF

Measures won5–1BBSC wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · BBSC $13,283

Lowest cost0.09%BBSC · $9 on $10k

Most income1.09%BBSC · $109 on $10k

Smallest drop−10.6%BBSC · worst fall in 1Y

Held in common0.4%BBSC and IWF

BBSC

IWF

JPMorgan BetaBuilders U.S. Small Cap Equity ETF · $741MiShares Russell 1000 Growth ETF · $113B

+20.9%3 years · per year$17,653 · $17,073+19.5%

+5.8%5 years · per year$13,283 · $15,330+8.9%

0.09%Expense ratio$9 · $18 on $10k · lower wins0.18%

1.09%12-mo yield$109 · $39 on $10k0.39%

−10.6%Worst dropSmaller wins−14.6%

18.2%VolatilityLower wins19.3%

5–1BBSC wins

$10,000 · 5 yearsOne scale

Shared top holdingsBBSC · IWF

0.5%SMTC0.0%

0.3%DOCN0.0%

0.3%CORT0.0%

0.3%FORM0.0%

Held in common0.4%

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%	$112.9B
2	ABBSC	JPMorgan BetaBuilders U.S. Small Cap Equity ETFRead Desk		0.09%	1.09%	−4.5%	+13.6%	+15.1%	+20.9%	+5.8%	−10.6%	$741M

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	ABBSC	JPMorgan BetaBuilders U.S. Small Cap Equity ETFRead Desk		0.09%	1.09%	−4.5%	+13.6%	+15.1%	+20.9%	+5.8%	−10.6%	$741M

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

BBSC vs IWF

BBSC

JPMorgan BetaBuilders U.S. Small Cap Equity

$13,283

IWF

iShares Russell 1000 Growth

$15,330

MeasureBBSCIWF

Fee0.09%0.18%

Cost on $10k a year$9$18

Yield1.09%0.39%

5 years, per year+5.8%+8.9%

3 years, per year+20.9%+19.5%

Worst drop · 1Y−10.6%−14.6%

Volatility · 1Y18.2%19.3%

5–1measures won
BBSC first

0.4%

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$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: BBSC, IWF

Today

0.4%most shared, BBSC and IWF

BBSCIWF

BBSC—0.4%

IWF0.4%—

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

Income After Fees on $10,000

$100most kept, BBSC

BBSC$109 − $9 = $100

IWF$39 − $18 = $21

KeptFee

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