IWF vs SAMM5YIWFIWFAvsBSAMMSAMMiShares Russell 1000 Growth ETF · $119BStrategas Macro Momentum ETF · $42MReturns · dividends in+19.2%3 years · per year$16,957 · […][…]+9.4%5 years · per year$15,697 · […][…]Cost and income0.18%Expense ratio$18 · $107 on $10k · lower wins1.07%0.37%12-mo yield$37 · $100 on $10k1.00%
Overlap: DFAC, SAMM, IWFToday40.4%most shared, DFAC and IWFDFACSAMMIWFDFAC—4.9%40.4%SAMM4.9%—5.7%IWF40.4%5.7%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
IWF vs SAMM5YAIWFiShares Russell 1000 Growth$15,697vsSAMMBStrategas Macro Momentum[…]MeasureIWFSAMMFee0.18%1.07%Cost on $10k a year$18$107Yield0.37%1.00%5 years, per year+9.4%[…]3 years, per year+19.2%[…]Worst drop · 1Y−14.6%−17.9%Volatility · 1Y19.6%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1DFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%−0.7%+14.1%+15.4%+20.7%+10.6%−8.5%$87.7B2AIWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%−0.4%−1.5%−3.0%+19.2%+9.4%−14.6%$118.9B3BSAMMStrategas Macro Momentum ETFReadDesk1.07%1.00%−0.2%+3.7%+5.4%newnew−17.9%$42MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1DFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%−0.7%+14.1%+15.4%+20.7%+10.6%−8.5%$87.7B2AIWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%−0.4%−1.5%−3.0%+19.2%+9.4%−14.6%$118.9B3BSAMMStrategas Macro Momentum ETFReadDesk1.07%1.00%−0.2%+3.7%+5.4%newnew−17.9%$42MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+4.9%vsBSSCHGSchwab+5.6%Jan 1Nov 12+4.9%+5.6%+4.9%Year to date+5.6%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.9B1–1levelEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
Overlap: DFAC, SAMM, IWFToday40.4%most shared, DFAC and IWFDFACSAMMIWFDFAC—4.9%40.4%SAMM4.9%—5.7%IWF40.4%5.7%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$67most kept, DFACDFAC$88 − $21 = $67IWF$37 − $18 = $19SAMM$100 − $107 = −$7KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee