BBUS vs IWF

ABBUS

BIWF

Measures won6–0BBUS wins · of 6 · 5Y

$10,000 · 5Y$16,816BBUS · IWF $15,441

Lowest cost0.02%BBUS · $2 on $10k

Most income1.04%BBUS · $104 on $10k

Smallest drop−9.2%BBUS · worst fall in 1Y

Held in common55.7%BBUS and IWF

BBUS

IWF

JPMorgan BetaBuilders U.S. Equity ETF · $9.8BiShares Russell 1000 Growth ETF · $113B

+21.7%3 years · per year$18,042 · $17,022+19.4%

+11.0%5 years · per year$16,816 · $15,442+9.1%

0.02%Expense ratio$2 · $18 on $10k · lower wins0.18%

1.04%12-mo yield$104 · $39 on $10k0.39%

−9.2%Worst dropSmaller wins−14.6%

13.7%VolatilityLower wins19.4%

6–0BBUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsBBUS · IWF

7.9%AAPL9.0%

6.7%NVDA14.1%

6.3%MSFT6.6%

2.6%GOOGL5.5%

Held in common55.7%

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

Both

5Y2 funds

#			Trend
1	ABBUS	JPMorgan BetaBuilders U.S. Equity ETFRead Desk		0.02%	1.04%	+0.4%	+8.2%	+9.1%	+21.7%	+11.0%	−9.2%	$9.8B
2	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

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

Both

5Y2 funds

#			Trend
1	ABBUS	JPMorgan BetaBuilders U.S. Equity ETFRead Desk		0.02%	1.04%	+0.4%	+8.2%	+9.1%	+21.7%	+11.0%	−9.2%	$9.8B
2	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

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

BBUS vs IWF

BBUS

JPMorgan BetaBuilders U.S. Equity

$16,817

IWF

iShares Russell 1000 Growth

$15,442

MeasureBBUSIWF

Fee0.02%0.18%

Cost on $10k a year$2$18

Yield1.04%0.39%

5 years, per year+11.0%+9.1%

3 years, per year+21.7%+19.4%

Worst drop · 1Y−9.2%−14.6%

Volatility · 1Y13.7%19.4%

6–0measures won
BBUS first

55.7%

holdings shared

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

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: BBUS, IWF

Today

55.7%most shared, BBUS and IWF

BBUSIWF

BBUS—55.7%

IWF55.7%—

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

Income After Fees on $10,000

$102most kept, BBUS

BBUS$104 − $2 = $102

IWF$39 − $18 = $21

KeptFee

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