CCSO vs IWF

ACCSO

BIWF

Measures won1–4IWF wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF

Lowest cost0.18%IWF · $18 on $10k

Most income0.63%CCSO · $63 on $10k

Smallest drop−15.6%IWF · worst fall in 1Y

Held in common1.2%CCSO and IWF

CCSO

IWF

Carbon Collective Climate Solutions U.S. Equity ETF · $44MiShares Russell 1000 Growth ETF · $121B

+15.3%3 years · per year$15,325 · $18,310+22.3%

[…]5 years · per year[…] · $16,559+10.6%

0.35%Expense ratio$35 · $18 on $10k · lower wins0.18%

0.63%12-mo yield$63 · $37 on $10k0.37%

−19.6%Worst dropSmaller wins−15.6%

23.0%VolatilityLower wins18.3%

1–4IWF wins

$10,000 · 5 yearsOne scale

Shared top holdingsCCSO · IWF

4.6%GEV0.8%

4.7%PWR0.3%

5.7%WM0.1%

1.7%MTZ0.0%

Held in common1.2%

End-of-day Nov 4, 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%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	ACCSO	Carbon Collective Climate Solutions U.S. Equity ETFRead Desk		0.35%	0.63%	−0.6%	−0.1%	−3.0%	+15.3%	new	−19.6%	$44M

End-of-day Nov 4, 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%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	ACCSO	Carbon Collective Climate Solutions U.S. Equity ETFRead Desk		0.35%	0.63%	−0.6%	−0.1%	−3.0%	+15.3%	new	−19.6%	$44M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CCSO vs IWF

CCSO

Carbon Collective Climate Solutions U.S. Equity

[…]

IWF

iShares Russell 1000 Growth

$16,559

MeasureCCSOIWF

Fee0.35%0.18%

Cost on $10k a year$35$18

Yield0.63%0.37%

5 years, per year[…]+10.6%

3 years, per year+15.3%+22.3%

Worst drop · 1Y−19.6%−15.6%

Volatility · 1Y23.0%18.3%

4–1measures won
IWF first

1.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: CCSO, IWF

Today

1.2%most shared, CCSO and IWF

CCSOIWF

CCSO—1.2%

IWF1.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$28most kept, CCSO

CCSO$63 − $35 = $28

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee