FFLC vs IWF

AFFLC

BIWF

Measures won5–1FFLC wins · of 6 · 5Y

$10,000 · 5Y$20,163FFLC · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income1.05%FFLC · $105 on $10k

Smallest drop−10.0%FFLC · worst fall in 1Y

Held in common42.8%FFLC and IWF

FFLC

IWF

Fidelity Fundamental Large Cap Core ETF · $1.2BiShares Russell 1000 Growth ETF · $115B

+22.1%3 years · per year$18,200 · $17,022+19.4%

+15.1%5 years · per year$20,163 · $15,442+9.1%

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

1.05%12-mo yield$105 · $39 on $10k0.39%

−10.0%Worst dropSmaller wins−14.6%

14.4%VolatilityLower wins19.4%

5–1FFLC wins

$10,000 · 5 yearsOne scale

Shared top holdingsFFLC · IWF

7.4%NVDA14.1%

6.6%MSFT6.6%

5.2%GOOGL5.5%

4.8%AAPL9.0%

Held in common42.8%

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	AFFLC	Fidelity Fundamental Large Cap Core ETFRead Desk		0.38%	1.05%	+0.4%	+7.2%	+9.1%	+22.1%	+15.1%	−10.0%	$1.2B
2	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

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	AFFLC	Fidelity Fundamental Large Cap Core ETFRead Desk		0.38%	1.05%	+0.4%	+7.2%	+9.1%	+22.1%	+15.1%	−10.0%	$1.2B
2	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

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

FFLC vs IWF

FFLC

Fidelity Fundamental Large Cap Core

$20,163

IWF

iShares Russell 1000 Growth

$15,442

MeasureFFLCIWF

Fee0.38%0.18%

Cost on $10k a year$38$18

Yield1.05%0.39%

5 years, per year+15.1%+9.1%

3 years, per year+22.1%+19.4%

Worst drop · 1Y−10.0%−14.6%

Volatility · 1Y14.4%19.4%

5–1measures won
FFLC first

42.8%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FFLC, IWF

Today

42.8%most shared, FFLC and IWF

FFLCIWF

FFLC—42.8%

IWF42.8%—

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

Income After Fees on $10,000

$67most kept, FFLC

FFLC$105 − $38 = $67

IWF$39 − $18 = $21

KeptFee

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