IWF vs FITE

AIWF

BFITE

Measures won4–2IWF wins · of 6 · 5Y

$10,000 · 5Y$19,149FITE · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income0.42%VUG · $42 on $10k

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

Held in common5.0%IWF and FITE

IWF

FITE

iShares Russell 1000 Growth ETF · $115BState Street SPDR S&P Kensho Future Security ETF · $140M

+19.4%3 years · per year$17,022 · $22,367+30.8%

+9.1%5 years · per year$15,442 · $19,149+13.9%

0.18%Expense ratio$18 · $45 on $10k · lower wins0.45%

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

−14.6%Worst dropSmaller wins−16.3%

19.4%VolatilityLower wins29.6%

4–2IWF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWF · FITE

4.5%AVGO1.1%

0.8%PANW1.7%

0.7%CRWD1.9%

0.6%APH1.1%

Held in common5.0%

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	BFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk	0.45%	0.12%	+1.9%	+19.6%	+17.9%	+30.8%	+13.9%	−16.3%	$140M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	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

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	BFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk	0.45%	0.12%	+1.9%	+19.6%	+17.9%	+30.8%	+13.9%	−16.3%	$140M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	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

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 FITE

IWF

iShares Russell 1000 Growth

$15,442

FITE

SPDR S&P Kensho Future Security

$19,149

MeasureIWFFITE

Fee0.18%0.45%

Cost on $10k a year$18$45

Yield0.39%0.12%

5 years, per year+9.1%+13.9%

3 years, per year+19.4%+30.8%

Worst drop · 1Y−14.6%−16.3%

Volatility · 1Y19.4%29.6%

4–2measures won
IWF first

5.0%

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, FITE, VUG

Today

78.0%most shared, IWF and VUG

IWFFITEVUG

IWF—5.0%78.0%

FITE5.0%—5.1%

VUG78.0%5.1%—

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

FITE$12 − $45 = −$33

KeptFee

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