DEMZ vs IWF

ADEMZ

BIWF

Measures won5–1DEMZ wins · of 6 · 5Y

$10,000 · 5Y$17,056DEMZ · IWF $15,330

Lowest cost0.18%IWF · $18 on $10k

Most income0.89%DEMZ · $89 on $10k

Smallest drop−12.3%DEMZ · worst fall in 1Y

Held in common30.5%DEMZ and IWF

DEMZ

IWF

Democratic Large Cap Core ETF · $66MiShares Russell 1000 Growth ETF · $113B

+22.4%3 years · per year$18,355 · $17,073+19.5%

+11.3%5 years · per year$17,056 · $15,330+8.9%

0.45%Expense ratio$45 · $18 on $10k · lower wins0.18%

0.89%12-mo yield$89 · $39 on $10k0.39%

−12.3%Worst dropSmaller wins−14.6%

15.4%VolatilityLower wins19.3%

5–1DEMZ wins

$10,000 · 5 yearsOne scale

Shared top holdingsDEMZ · IWF

5.4%MSFT6.4%

5.0%AAPL8.5%

4.4%NVDA14.6%

4.0%GOOGL5.3%

Held in common30.5%

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	ADEMZ	Democratic Large Cap Core ETFRead Desk		0.45%	0.89%	−4.2%	+9.1%	+10.1%	+22.4%	+11.3%	−12.3%	$66M
2	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

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	ADEMZ	Democratic Large Cap Core ETFRead Desk		0.45%	0.89%	−4.2%	+9.1%	+10.1%	+22.4%	+11.3%	−12.3%	$66M
2	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

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

DEMZ vs IWF

DEMZ

Democratic Large Cap Core

$17,057

IWF

iShares Russell 1000 Growth

$15,330

MeasureDEMZIWF

Fee0.45%0.18%

Cost on $10k a year$45$18

Yield0.89%0.39%

5 years, per year+11.3%+8.9%

3 years, per year+22.4%+19.5%

Worst drop · 1Y−12.3%−14.6%

Volatility · 1Y15.4%19.3%

5–1measures won
DEMZ first

30.5%

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: DEMZ, IWF

Today

30.5%most shared, DEMZ and IWF

DEMZIWF

DEMZ—30.5%

IWF30.5%—

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

Income After Fees on $10,000

$44most kept, DEMZ

DEMZ$89 − $45 = $44

IWF$39 − $18 = $21

KeptFee

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