IWF vs ALTY

AIWF

BALTY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,892IWF · ALTY $12,527

Lowest cost0.18%IWF · $18 on $10k

Most income8.05%ALTY · $805 on $10k

Smallest drop−5.3%ALTY · worst fall in 1Y

Held in common0.0%IWF and ALTY

IWF

ALTY

iShares Russell 1000 Growth ETF · $118BGlobal X Alternative Income ETF · $45M

+19.8%3 years · per year$17,207 · $13,732+11.2%

+9.7%5 years · per year$15,892 · $12,527+4.6%

0.18%Expense ratio$18 · $50 on $10k · lower wins0.50%

0.38%12-mo yield$38 · $805 on $10k8.05%

−14.6%Worst dropSmaller wins−5.3%

19.5%VolatilityLower wins6.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIWF · ALTY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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	AIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	BALTY	Global X Alternative Income ETFRead Desk		0.50%	8.05%	+1.5%	+4.7%	+6.7%	+11.2%	+4.6%	−5.3%	$45M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	BALTY	Global X Alternative Income ETFRead Desk		0.50%	8.05%	+1.5%	+4.7%	+6.7%	+11.2%	+4.6%	−5.3%	$45M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWF vs ALTY

IWF

iShares Russell 1000 Growth

$15,892

ALTY

Global X Alternative Income

$12,527

MeasureIWFALTY

Fee0.18%0.50%

Cost on $10k a year$18$50

Yield0.38%8.05%

5 years, per year+9.7%+4.6%

3 years, per year+19.8%+11.2%

Worst drop · 1Y−14.6%−5.3%

Volatility · 1Y19.5%6.7%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IWF, ALTY

Today

0.0%most shared, IWF and ALTY

IWFALTY

IWF—0.0%

ALTY0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$755most kept, ALTY

ALTY$805 − $50 = $755

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee