IWF vs FSGS

AIWF

BFSGS

Measures won4–2IWF wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · FSGS $12,066

Lowest cost0.18%IWF · $18 on $10k

Most income0.39%IWF · $39 on $10k

Smallest drop−11.3%FSGS · worst fall in 1Y

Held in common1.1%IWF and FSGS

IWF

FSGS

iShares Russell 1000 Growth ETF · $113BFirst Trust SMID Growth Strength ETF · $30M

+19.5%3 years · per year$17,073 · $13,890+11.6%

+8.9%5 years · per year$15,330 · $12,065+3.8%

0.18%Expense ratio$18 · $60 on $10k · lower wins0.60%

0.39%12-mo yield$39 · $3 on $10k0.03%

−14.6%Worst dropSmaller wins−11.3%

19.3%VolatilityLower wins15.3%

4–2IWF wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWF · FSGS

0.1%DXCM1.0%

0.1%EME0.8%

0.1%ATI0.9%

0.1%XPO1.0%

Held in common1.1%

End-of-day Nov 5, 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%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	BFSGS	First Trust SMID Growth Strength ETFRead Desk		0.60%	0.03%	−4.0%	+6.6%	+6.6%	+11.6%	+3.8%	−11.3%	$30M

End-of-day Nov 5, 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%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	BFSGS	First Trust SMID Growth Strength ETFRead Desk		0.60%	0.03%	−4.0%	+6.6%	+6.6%	+11.6%	+3.8%	−11.3%	$30M

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

Cards for this view

IWF vs FSGS

IWF

iShares Russell 1000 Growth

$15,330

FSGS

First Trust SMID Growth Strength

$12,066

MeasureIWFFSGS

Fee0.18%0.60%

Cost on $10k a year$18$60

Yield0.39%0.03%

5 years, per year+8.9%+3.8%

3 years, per year+19.5%+11.6%

Worst drop · 1Y−14.6%−11.3%

Volatility · 1Y19.3%15.3%

4–2measures won
IWF first

1.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IWF, FSGS

Today

1.1%most shared, IWF and FSGS

IWFFSGS

IWF—1.1%

FSGS1.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

FSGS$3 − $60 = −$57

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee