HTUS vs MSTB

AHTUS

BMSTB

Measures won4–2HTUS wins · of 6 · 5Y

$10,000 · 5Y$19,405HTUS · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income10.73%HTUS · $1,073 on $10k

Smallest drop−7.8%MSTB · worst fall in 1Y

Held in common76.5%HTUS and MSTB

HTUS

MSTB

Hull Tactical US ETF · $177MLHA Market State Tactical Beta ETF · $190M

+23.2%3 years · per year$18,696 · $16,756+18.8%

+14.2%5 years · per year$19,405 · $13,806+6.7%

0.96%Expense ratio$96 · $140 on $10k · lower wins1.40%

10.73%12-mo yield$1,073 · $39 on $10k0.39%

−8.7%Worst dropSmaller wins−7.8%

13.5%VolatilityLower wins12.3%

4–2HTUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHTUS · MSTB

85.2%SPY76.5%

Held in common76.5%

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

All Three

5Y3 funds

#
1	AHTUS	Hull Tactical US ETFRead Desk	0.96%	10.73%	+0.9%	+10.9%	+13.3%	+23.2%	+14.2%	−8.7%	$177M
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	BMSTB	LHA Market State Tactical Beta ETFRead Desk	1.40%	0.39%	+1.0%	+5.3%	+4.3%	+18.8%	+6.7%	−7.8%	$190M

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

All Three

5Y3 funds

#
1	AHTUS	Hull Tactical US ETFRead Desk	0.96%	10.73%	+0.9%	+10.9%	+13.3%	+23.2%	+14.2%	−8.7%	$177M
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	BMSTB	LHA Market State Tactical Beta ETFRead Desk	1.40%	0.39%	+1.0%	+5.3%	+4.3%	+18.8%	+6.7%	−7.8%	$190M

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

HTUS vs MSTB

HTUS

Hull Tactical US

$19,405

MSTB

LHA Market State Tactical Beta

$13,806

MeasureHTUSMSTB

Fee0.96%1.40%

Cost on $10k a year$96$140

Yield10.73%0.39%

5 years, per year+14.2%+6.7%

3 years, per year+23.2%+18.8%

Worst drop · 1Y−8.7%−7.8%

Volatility · 1Y13.5%12.3%

4–2measures won
HTUS first

76.5%

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: HTUS, MSTB, IWF

Today

76.5%most shared, HTUS and MSTB

HTUSMSTBIWF

HTUS—76.5%0.0%

MSTB76.5%—0.0%

IWF0.0%0.0%—

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

Income After Fees on $10,000

$977most kept, HTUS

HTUS$1,073 − $96 = $977

IWF$39 − $18 = $21

MSTB$39 − $140 = −$101

KeptFee

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