IWF vs ESSC

AIWF

BESSC

Measures won1–3ESSC wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income0.61%ESSC · $61 on $10k

Smallest drop−12.5%ESSC · worst fall in 1Y

Held in common1.4%IWF and ESSC

IWF

ESSC

iShares Russell 1000 Growth ETF · $115BEventide Small Cap ETF · $34M

+19.4%3 years · per year$17,022 · […][…]

+9.1%5 years · per year$15,442 · […][…]

0.18%Expense ratio$18 · $49 on $10k · lower wins0.49%

0.39%12-mo yield$39 · $61 on $10k0.61%

−14.6%Worst dropSmaller wins−12.5%

19.4%VolatilityLower wins18.3%

1–3ESSC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWF · ESSC

0.1%RVMD0.4%

0.1%CIEN0.2%

0.1%AXON0.1%

0.1%INSM0.1%

Held in common1.4%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AIWF	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	BESSC	Eventide Small Cap ETFRead Desk	0.49%	0.61%	+0.6%	+9.0%	+12.2%	new	new	−12.5%	$34M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AIWF	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	BESSC	Eventide Small Cap ETFRead Desk	0.49%	0.61%	+0.6%	+9.0%	+12.2%	new	new	−12.5%	$34M

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

IWF vs ESSC

IWF

iShares Russell 1000 Growth

$15,442

ESSC

Eventide Small Cap

[…]

MeasureIWFESSC

Fee0.18%0.49%

Cost on $10k a year$18$49

Yield0.39%0.61%

5 years, per year+9.1%[…]

3 years, per year+19.4%[…]

Worst drop · 1Y−14.6%−12.5%

Volatility · 1Y19.4%18.3%

3–1measures won
ESSC first

1.4%

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: IWF, ESSC, VUG

Today

78.0%most shared, IWF and VUG

IWFESSCVUG

IWF—1.4%78.0%

ESSC1.4%—0.9%

VUG78.0%0.9%—

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

IWF$39 − $18 = $21

ESSC$61 − $49 = $12

KeptFee

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