CDL vs IWF

ACDL

BIWF

Measures won4–2CDL wins · of 6 · 5Y

$10,000 · 5Y$16,692CDL · IWF $16,559

Lowest cost0.18%IWF · $18 on $10k

Most income3.00%CDL · $300 on $10k

Smallest drop−7.9%CDL · worst fall in 1Y

Held in common2.1%CDL and IWF

CDL

IWF

VictoryShares US Large Cap High Div Volatility Wtd ETF · $408MiShares Russell 1000 Growth ETF · $121B

+20.3%3 years · per year$17,409 · $18,310+22.3%

+10.8%5 years · per year$16,692 · $16,559+10.6%

0.38%Expense ratio$38 · $18 on $10k · lower wins0.18%

3.00%12-mo yield$300 · $37 on $10k0.37%

−7.9%Worst dropSmaller wins−15.6%

11.0%VolatilityLower wins18.3%

4–2CDL wins

$10,000 · 5 yearsOne scale

Shared top holdingsCDL · IWF

1.0%HD0.8%

1.0%LMT0.4%

0.6%BX0.2%

0.5%MCHP0.1%

Held in common2.1%

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	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk		0.38%	3.00%	+1.8%	+22.2%	+25.6%	+20.3%	+10.8%	−7.9%	$408M
2	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

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	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk		0.38%	3.00%	+1.8%	+22.2%	+25.6%	+20.3%	+10.8%	−7.9%	$408M
2	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

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

CDL vs IWF

CDL

VictoryShares US Large Cap High Div Volatility Wtd

$16,692

IWF

iShares Russell 1000 Growth

$16,559

MeasureCDLIWF

Fee0.38%0.18%

Cost on $10k a year$38$18

Yield3.00%0.37%

5 years, per year+10.8%+10.6%

3 years, per year+20.3%+22.3%

Worst drop · 1Y−7.9%−15.6%

Volatility · 1Y11.0%18.3%

4–2measures won
CDL first

2.1%

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: CDL, IWF

Today

2.1%most shared, CDL and IWF

CDLIWF

CDL—2.1%

IWF2.1%—

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

Income After Fees on $10,000

$262most kept, CDL

CDL$300 − $38 = $262

IWF$37 − $18 = $19

KeptFee

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