BLUX vs IWF

ABLUX

BIWF

Measures won3–1BLUX wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF

Lowest cost0.18%IWF · $18 on $10k

Most income1.02%BLUX · $102 on $10k

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

Held in common0.0%BLUX and IWF

BLUX

IWF

Bluemonte Dynamic Total Market ETF · $636MiShares Russell 1000 Growth ETF · $113B

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

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

0.30%Expense ratio$30 · $18 on $10k · lower wins0.18%

1.02%12-mo yield$102 · $39 on $10k0.39%

−9.0%Worst dropSmaller wins−14.6%

14.6%VolatilityLower wins19.4%

3–1BLUX wins

$10,000 · 5 yearsOne scale

Shared top holdingsBLUX · IWF

They share no top holdings, or holdings aren’t on file […]

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

Both

5Y2 funds

#			Trend
1	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
2	ABLUX	Bluemonte Dynamic Total Market ETFRead Desk		0.30%	1.02%	+0.3%	+10.7%	+12.3%	new	new	−9.0%	$636M

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	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
2	ABLUX	Bluemonte Dynamic Total Market ETFRead Desk		0.30%	1.02%	+0.3%	+10.7%	+12.3%	new	new	−9.0%	$636M

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

BLUX vs IWF

BLUX

Bluemonte Dynamic Total Market

[…]

IWF

iShares Russell 1000 Growth

$15,442

MeasureBLUXIWF

Fee0.30%0.18%

Cost on $10k a year$30$18

Yield1.02%0.39%

5 years, per year[…]+9.1%

3 years, per year[…]+19.4%

Worst drop · 1Y−9.0%−14.6%

Volatility · 1Y14.6%19.4%

3–1measures won
BLUX first

0.0%

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: BLUX, IWF

Today

0.0%most shared, BLUX and IWF

BLUXIWF

BLUX—0.0%

IWF0.0%—

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

Income After Fees on $10,000

$72most kept, BLUX

BLUX$102 − $30 = $72

IWF$39 − $18 = $21

KeptFee

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