IAI vs IWF

AIAI

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,893IAI · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income1.20%IAI · $120 on $10k

Smallest drop−14.6%IWF · worst fall in 1Y

Held in common0.4%IAI and IWF

IAI

IWF

iShares U.S. Broker-Dealers & Securities Exchanges ETF · $1.3BiShares Russell 1000 Growth ETF · $115B

+28.1%3 years · per year$21,009 · $17,022+19.4%

+11.1%5 years · per year$16,893 · $15,442+9.1%

0.37%Expense ratio$37 · $18 on $10k · lower wins0.18%

1.20%12-mo yield$120 · $39 on $10k0.39%

−16.5%Worst dropSmaller wins−14.6%

21.2%VolatilityLower wins19.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIAI · IWF

3.3%HOOD0.2%

5.2%MCO0.1%

3.1%IBKR0.0%

8.8%SCHW0.0%

Held in common0.4%

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	AIAI	iShares U.S. Broker-Dealers & Securities Exchanges ETFRead Desk		0.37%	1.20%	−0.5%	+0.1%	+2.8%	+28.1%	+11.1%	−16.5%	$1.3B
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	AIAI	iShares U.S. Broker-Dealers & Securities Exchanges ETFRead Desk		0.37%	1.20%	−0.5%	+0.1%	+2.8%	+28.1%	+11.1%	−16.5%	$1.3B
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

IAI vs IWF

IAI

iShares U.S. Broker-Dealers & Securities Exchanges

$16,893

IWF

iShares Russell 1000 Growth

$15,442

MeasureIAIIWF

Fee0.37%0.18%

Cost on $10k a year$37$18

Yield1.20%0.39%

5 years, per year+11.1%+9.1%

3 years, per year+28.1%+19.4%

Worst drop · 1Y−16.5%−14.6%

Volatility · 1Y21.2%19.4%

3–3measures won
level

0.4%

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: IAI, IWF

Today

0.4%most shared, IAI and IWF

IAIIWF

IAI—0.4%

IWF0.4%—

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

Income After Fees on $10,000

$83most kept, IAI

IAI$120 − $37 = $83

IWF$39 − $18 = $21

KeptFee

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