DRES vs IWF

ADRES

BIWF

Measures won3–1DRES wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IWF $15,892

Lowest cost0.03%VUG · $3 on $10k

Most income0.67%DRES · $67 on $10k

Smallest drop−11.9%DRES · worst fall in 1Y

Held in common0.7%DRES and IWF

DRES

IWF

GMO Domestic Resilience ETF · $144MiShares Russell 1000 Growth ETF · $118B

[…]3 years · per year[…] · $17,207+19.8%

[…]5 years · per year[…] · $15,892+9.7%

0.50%Expense ratio$50 · $18 on $10k · lower wins0.18%

0.67%12-mo yield$67 · $38 on $10k0.38%

−11.9%Worst dropSmaller wins−14.6%

18.1%VolatilityLower wins19.5%

3–1DRES wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDRES · IWF

2.3%LMT0.4%

1.7%ROK0.1%

2.5%URI0.0%

1.7%CHRW0.0%

Held in common0.7%

End-of-day Nov 9, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	ADRES	GMO Domestic Resilience ETFRead Desk	0.50%	0.67%	+3.8%	+20.2%	+24.0%	new	new	−11.9%	$144M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	ADRES	GMO Domestic Resilience ETFRead Desk	0.50%	0.67%	+3.8%	+20.2%	+24.0%	new	new	−11.9%	$144M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DRES vs IWF

DRES

GMO Domestic Resilience

[…]

IWF

iShares Russell 1000 Growth

$15,892

MeasureDRESIWF

Fee0.50%0.18%

Cost on $10k a year$50$18

Yield0.67%0.38%

5 years, per year[…]+9.7%

3 years, per year[…]+19.8%

Worst drop · 1Y−11.9%−14.6%

Volatility · 1Y18.1%19.5%

3–1measures won
DRES first

0.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DRES, IWF, VUG

Today

78.1%most shared, IWF and VUG

DRESIWFVUG

DRES—0.7%0.3%

IWF0.7%—78.1%

VUG0.3%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$38most kept, VUG

VUG$41 − $3 = $38

IWF$38 − $18 = $20

DRES$67 − $50 = $17

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee