CDL vs IWF

ACDL

BIWF

Measures won4–2CDL wins · of 6 · 5Y

$10,000 · 5Y$16,213CDL · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income3.23%CDL · $323 on $10k

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

Held in common2.2%CDL and IWF

CDL

IWF

VictoryShares US Large Cap High Div Volatility Wtd ETF · $413MiShares Russell 1000 Growth ETF · $115B

+18.8%3 years · per year$16,786 · $17,022+19.4%

+10.1%5 years · per year$16,213 · $15,442+9.1%

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

3.23%12-mo yield$323 · $39 on $10k0.39%

−7.9%Worst dropSmaller wins−14.6%

11.1%VolatilityLower wins19.4%

4–2CDL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCDL · IWF

1.1%HD0.9%

0.9%LMT0.4%

0.6%BX0.2%

1.1%ABBV0.1%

Held in common2.2%

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

All Three

5Y3 funds

#
1	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.23%	−1.1%	+19.1%	+22.2%	+18.8%	+10.1%	−7.9%	$413M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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

All Three

5Y3 funds

#
1	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.23%	−1.1%	+19.1%	+22.2%	+18.8%	+10.1%	−7.9%	$413M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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

CDL vs IWF

CDL

VictoryShares US Large Cap High Div Volatility Wtd

$16,213

IWF

iShares Russell 1000 Growth

$15,442

MeasureCDLIWF

Fee0.38%0.18%

Cost on $10k a year$38$18

Yield3.23%0.39%

5 years, per year+10.1%+9.1%

3 years, per year+18.8%+19.4%

Worst drop · 1Y−7.9%−14.6%

Volatility · 1Y11.1%19.4%

4–2measures won
CDL first

2.2%

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$59.7B

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: CDL, IWF, VUG

Today

78.0%most shared, IWF and VUG

CDLIWFVUG

CDL—2.2%0.5%

IWF2.2%—78.0%

VUG0.5%78.0%—

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

Income After Fees on $10,000

$285most kept, CDL

CDL$323 − $38 = $285

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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