ESG vs IWF

AESG

BIWF

Measures won5–1ESG wins · of 6 · 5Y

$10,000 · 5Y$16,727ESG · IWF $15,330

Lowest cost0.18%IWF · $18 on $10k

Most income0.85%ESG · $85 on $10k

Smallest drop−8.7%ESG · worst fall in 1Y

Held in common40.0%ESG and IWF

ESG

IWF

Northern Trust STOXX US ESG Select ETF · $139MiShares Russell 1000 Growth ETF · $121B

+21.3%3 years · per year$17,841 · $17,073+19.5%

+10.8%5 years · per year$16,727 · $15,330+8.9%

0.33%Expense ratio$33 · $18 on $10k · lower wins0.18%

0.85%12-mo yield$85 · $39 on $10k0.39%

−8.7%Worst dropSmaller wins−14.6%

12.3%VolatilityLower wins19.3%

5–1ESG wins

$10,000 · 5 yearsOne scale

Shared top holdingsESG · IWF

5.4%MSFT6.4%

5.1%AAPL8.5%

4.4%NVDA14.6%

4.3%AVGO4.7%

Held in common40.0%

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	AESG	Northern Trust STOXX US ESG Select ETFRead Desk		0.33%	0.85%	−4.0%	+12.9%	+15.3%	+21.3%	+10.8%	−8.7%	$139M
2	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

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	AESG	Northern Trust STOXX US ESG Select ETFRead Desk		0.33%	0.85%	−4.0%	+12.9%	+15.3%	+21.3%	+10.8%	−8.7%	$139M
2	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

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

ESG vs IWF

ESG

Northern Trust STOXX US ESG Select

$16,727

IWF

iShares Russell 1000 Growth

$15,330

MeasureESGIWF

Fee0.33%0.18%

Cost on $10k a year$33$18

Yield0.85%0.39%

5 years, per year+10.8%+8.9%

3 years, per year+21.3%+19.5%

Worst drop · 1Y−8.7%−14.6%

Volatility · 1Y12.3%19.3%

5–1measures won
ESG first

40.0%

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: ESG, IWF

Today

40.0%most shared, ESG and IWF

ESGIWF

ESG—40.0%

IWF40.0%—

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

Income After Fees on $10,000

$52most kept, ESG

ESG$85 − $33 = $52

IWF$39 − $18 = $21

KeptFee

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