EQTY vs IWF

AEQTY

BIWF

Measures won2–3IWF wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF

Lowest cost0.18%IWF · $18 on $10k

Most income0.39%IWF · $39 on $10k

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

Held in common20.6%EQTY and IWF

EQTY

IWF

Kovitz Core Equity ETF · $1.4BiShares Russell 1000 Growth ETF · $121B

+19.2%3 years · per year$16,955 · $17,073+19.5%

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

0.99%Expense ratio$99 · $18 on $10k · lower wins0.18%

0.02%12-mo yield$2 · $39 on $10k0.39%

−11.9%Worst dropSmaller wins−14.6%

13.4%VolatilityLower wins19.3%

2–3IWF wins

$10,000 · 5 yearsOne scale

Shared top holdingsEQTY · IWF

5.4%GOOG4.3%

3.9%MSFT6.4%

3.1%META3.5%

3.1%V2.3%

Held in common20.6%

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%	$120.5B
2	AEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	−3.2%	+9.1%	+14.2%	+19.2%	new	−11.9%	$1.4B

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%	$120.5B
2	AEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	−3.2%	+9.1%	+14.2%	+19.2%	new	−11.9%	$1.4B

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

EQTY vs IWF

EQTY

Kovitz Core Equity

[…]

IWF

iShares Russell 1000 Growth

$15,330

MeasureEQTYIWF

Fee0.99%0.18%

Cost on $10k a year$99$18

Yield0.02%0.39%

5 years, per year[…]+8.9%

3 years, per year+19.2%+19.5%

Worst drop · 1Y−11.9%−14.6%

Volatility · 1Y13.4%19.3%

3–2measures won
IWF first

20.6%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: EQTY, IWF

Today

20.6%most shared, EQTY and IWF

EQTYIWF

EQTY—20.6%

IWF20.6%—

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

EQTY$2 − $99 = −$97

KeptFee

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