CGMM vs IWF

ACGMM

BIWF

Measures won3–1CGMM wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF

Lowest cost0.18%IWF · $18 on $10k

Most income0.40%CGMM · $40 on $10k

Smallest drop−10.1%CGMM · worst fall in 1Y

Held in common3.6%CGMM and IWF

CGMM

IWF

Capital Group U.S. Small and Mid Cap ETF · $3.7BiShares Russell 1000 Growth ETF · $113B

[…]3 years · per year[…] · $17,073+19.5%

[…]5 years · per year[…] · $15,330+8.9%

0.51%Expense ratio$51 · $18 on $10k · lower wins0.18%

0.40%12-mo yield$40 · $39 on $10k0.39%

−10.1%Worst dropSmaller wins−14.6%

16.4%VolatilityLower wins19.3%

3–1CGMM wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGMM · IWF

0.9%NET0.3%

0.3%SNOW0.3%

0.8%HLT0.3%

2.0%DASH0.2%

Held in common3.6%

End-of-day Nov 5, 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%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	ACGMM	Capital Group U.S. Small and Mid Cap ETFRead Desk		0.51%	0.40%	−4.0%	+6.1%	+9.5%	new	new	−10.1%	$3.7B

End-of-day Nov 5, 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%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	ACGMM	Capital Group U.S. Small and Mid Cap ETFRead Desk		0.51%	0.40%	−4.0%	+6.1%	+9.5%	new	new	−10.1%	$3.7B

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

Cards for this view

CGMM vs IWF

CGMM

Capital Group U.S. Small and Mid Cap

[…]

IWF

iShares Russell 1000 Growth

$15,330

MeasureCGMMIWF

Fee0.51%0.18%

Cost on $10k a year$51$18

Yield0.40%0.39%

5 years, per year[…]+8.9%

3 years, per year[…]+19.5%

Worst drop · 1Y−10.1%−14.6%

Volatility · 1Y16.4%19.3%

2–1measures won
CGMM first

3.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: CGMM, IWF

Today

3.6%most shared, CGMM and IWF

CGMMIWF

CGMM—3.6%

IWF3.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

CGMM$40 − $51 = −$11

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee