GROZ vs IUSG

AGROZ

BIUSG

Measures won1–3IUSG wins · of 6 · 5Y

$10,000 · 5Y$17,623IUSG

Lowest cost0.04%IUSG · $4 on $10k

Most income0.49%IUSG · $49 on $10k

Smallest drop−13.0%IUSG · worst fall in 1Y

Held in common59.6%GROZ and IUSG

GROZ

IUSG

Zacks Trust - Zacks Focus Growth ETF · $120MiShares Core S&P U.S. Growth ETF · $32.6B

[…]3 years · per year[…] · $20,612+27.3%

[…]5 years · per year[…] · $17,623+12.0%

1.14%Expense ratio$114 · $4 on $10k · lower wins0.04%

0.04%12-mo yield$4 · $49 on $10k0.49%

−13.2%Worst dropSmaller wins−13.0%

17.2%VolatilityLower wins18.2%

1–3IUSG wins

$10,000 · 5 yearsOne scale

Shared top holdingsGROZ · IUSG

9.3%NVDA13.6%

7.9%MSFT10.5%

9.8%AAPL6.6%

6.1%GOOGL4.5%

Held in common59.6%

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	AGROZ	Zacks Trust - Zacks Focus Growth ETFRead Desk		1.14%	0.04%	+0.6%	+8.4%	+5.4%	new	new	−13.2%	$120M

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	AGROZ	Zacks Trust - Zacks Focus Growth ETFRead Desk		1.14%	0.04%	+0.6%	+8.4%	+5.4%	new	new	−13.2%	$120M

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

GROZ vs IUSG

GROZ

Zacks Trust - Zacks Focus Growth

[…]

IUSG

iShares Core S&P U.S. Growth

$17,623

MeasureGROZIUSG

Fee1.14%0.04%

Cost on $10k a year$114$4

Yield0.04%0.49%

5 years, per year[…]+12.0%

3 years, per year[…]+27.3%

Worst drop · 1Y−13.2%−13.0%

Volatility · 1Y17.2%18.2%

3–1measures won
IUSG first

59.6%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: GROZ, IUSG

Today

59.6%most shared, GROZ and IUSG

GROZIUSG

GROZ—59.6%

IUSG59.6%—

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

GROZ$4 − $114 = −$110

KeptFee

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