FSGS vs IUSG

AFSGS

BIUSG

Measures won2–4IUSG wins · of 6 · 5Y

$10,000 · 5Y$17,623IUSG · FSGS $12,777

Lowest cost0.04%IUSG · $4 on $10k

Most income0.49%IUSG · $49 on $10k

Smallest drop−11.3%FSGS · worst fall in 1Y

Held in common1.7%FSGS and IUSG

FSGS

IUSG

First Trust SMID Growth Strength ETF · $30MiShares Core S&P U.S. Growth ETF · $32.6B

+13.4%3 years · per year$14,587 · $20,612+27.3%

+5.0%5 years · per year$12,777 · $17,623+12.0%

0.60%Expense ratio$60 · $4 on $10k · lower wins0.04%

0.03%12-mo yield$3 · $49 on $10k0.49%

−11.3%Worst dropSmaller wins−13.0%

14.7%VolatilityLower wins18.2%

2–4IUSG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFSGS · IUSG

1.0%EME0.1%

1.1%UTHR0.1%

0.9%ATI0.1%

1.0%XPO0.1%

Held in common1.7%

End-of-day Nov 4, 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	BIUSG	iShares Core S&P U.S. Growth ETFRead Desk		0.04%	0.49%	+1.2%	+11.1%	+9.5%	+27.3%	+12.0%	−13.0%	$32.6B
2	AFSGS	First Trust SMID Growth Strength ETFRead Desk		0.60%	0.03%	+1.3%	+11.0%	+11.0%	+13.4%	+5.0%	−11.3%	$30M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIUSG	iShares Core S&P U.S. Growth ETFRead Desk		0.04%	0.49%	+1.2%	+11.1%	+9.5%	+27.3%	+12.0%	−13.0%	$32.6B
2	AFSGS	First Trust SMID Growth Strength ETFRead Desk		0.60%	0.03%	+1.3%	+11.0%	+11.0%	+13.4%	+5.0%	−11.3%	$30M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FSGS vs IUSG

FSGS

First Trust SMID Growth Strength

$12,777

IUSG

iShares Core S&P U.S. Growth

$17,623

MeasureFSGSIUSG

Fee0.60%0.04%

Cost on $10k a year$60$4

Yield0.03%0.49%

5 years, per year+5.0%+12.0%

3 years, per year+13.4%+27.3%

Worst drop · 1Y−11.3%−13.0%

Volatility · 1Y14.7%18.2%

4–2measures won
IUSG first

1.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FSGS, IUSG

Today

1.7%most shared, FSGS and IUSG

FSGSIUSG

FSGS—1.7%

IUSG1.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$45most kept, IUSG

IUSG$49 − $4 = $45

FSGS$3 − $60 = −$57

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee