EES vs IWF

AEES

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,892IWF · EES $13,838

Lowest cost0.18%IWF · $18 on $10k

Most income1.16%EES · $116 on $10k

Smallest drop−8.0%EES · worst fall in 1Y

Held in common0.0%EES and IWF

EES

IWF

WisdomTree U.S. SmallCap Fund · $674MiShares Russell 1000 Growth ETF · $118B

+17.9%3 years · per year$16,388 · $17,207+19.8%

+6.7%5 years · per year$13,838 · $15,892+9.7%

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

1.16%12-mo yield$116 · $38 on $10k0.38%

−8.0%Worst dropSmaller wins−14.6%

15.5%VolatilityLower wins19.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsEES · IWF

0.2%VICR0.0%

0.4%IRDM0.0%

1.0%RNG0.0%

0.0%UWMC0.0%

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	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
2	AEES	WisdomTree U.S. SmallCap FundRead Desk		0.38%	1.16%	+2.4%	+17.7%	+23.7%	+17.9%	+6.7%	−8.0%	$674M

End-of-day Nov 9, 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%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	AEES	WisdomTree U.S. SmallCap FundRead Desk		0.38%	1.16%	+2.4%	+17.7%	+23.7%	+17.9%	+6.7%	−8.0%	$674M

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

EES vs IWF

EES

WisdomTree U.S. SmallCap Fund

$13,838

IWF

iShares Russell 1000 Growth

$15,892

MeasureEESIWF

Fee0.38%0.18%

Cost on $10k a year$38$18

Yield1.16%0.38%

5 years, per year+6.7%+9.7%

3 years, per year+17.9%+19.8%

Worst drop · 1Y−8.0%−14.6%

Volatility · 1Y15.5%19.5%

3–3measures won
level

0.0%

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: EES, IWF

Today

0.0%most shared, EES and IWF

EESIWF

EES—0.0%

IWF0.0%—

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

Income After Fees on $10,000

$78most kept, EES

EES$116 − $38 = $78

IWF$38 − $18 = $20

KeptFee

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