ESUM vs IWF

AESUM

BIWF

Measures won3–1ESUM wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF

Lowest cost0.18%IWF · $18 on $10k

Most income1.04%ESUM · $104 on $10k

Smallest drop−8.1%ESUM · worst fall in 1Y

Held in common26.8%ESUM and IWF

ESUM

IWF

Eventide US Market ETF · $198MiShares Russell 1000 Growth ETF · $115B

[…]3 years · per year[…] · $17,022+19.4%

[…]5 years · per year[…] · $15,442+9.1%

0.39%Expense ratio$39 · $18 on $10k · lower wins0.18%

1.04%12-mo yield$104 · $39 on $10k0.39%

−8.1%Worst dropSmaller wins−14.6%

14.6%VolatilityLower wins19.4%

3–1ESUM wins

$10,000 · 5 yearsOne scale

Shared top holdingsESUM · IWF

6.5%NVDA14.1%

2.2%AVGO4.5%

1.9%LLY3.6%

1.4%AMD2.2%

Held in common26.8%

End-of-day Nov 6, 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%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	AESUM	Eventide US Market ETFRead Desk		0.39%	1.04%	0.0%	+9.9%	+9.0%	new	new	−8.1%	$198M

End-of-day Nov 6, 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%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	AESUM	Eventide US Market ETFRead Desk		0.39%	1.04%	0.0%	+9.9%	+9.0%	new	new	−8.1%	$198M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ESUM vs IWF

ESUM

Eventide US Market

[…]

IWF

iShares Russell 1000 Growth

$15,442

MeasureESUMIWF

Fee0.39%0.18%

Cost on $10k a year$39$18

Yield1.04%0.39%

5 years, per year[…]+9.1%

3 years, per year[…]+19.4%

Worst drop · 1Y−8.1%−14.6%

Volatility · 1Y14.6%19.4%

3–1measures won
ESUM first

26.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: ESUM, IWF

Today

26.8%most shared, ESUM and IWF

ESUMIWF

ESUM—26.8%

IWF26.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$65most kept, ESUM

ESUM$104 − $39 = $65

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee