IWF vs PPTY

AIWF

BPPTY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income2.54%PPTY · $254 on $10k

Smallest drop−11.8%PPTY · worst fall in 1Y

Held in common0.8%IWF and PPTY

IWF

PPTY

iShares Russell 1000 Growth ETF · $115BUS Diversified Real Estate ETF · $23M

+19.4%3 years · per year$17,022 · $14,162+12.3%

+9.1%5 years · per year$15,442 · $10,581+1.1%

0.18%Expense ratio$18 · $53 on $10k · lower wins0.53%

0.39%12-mo yield$39 · $254 on $10k2.54%

−14.6%Worst dropSmaller wins−11.8%

19.4%VolatilityLower wins14.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWF · PPTY

0.3%HLT2.2%

0.2%SPG2.8%

0.2%MAR2.6%

0.0%H0.7%

Held in common0.8%

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	BPPTY	US Diversified Real Estate ETFRead Desk	0.53%	2.54%	−0.3%	+12.2%	+12.8%	+12.3%	+1.1%	−11.8%	$23M

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	BPPTY	US Diversified Real Estate ETFRead Desk	0.53%	2.54%	−0.3%	+12.2%	+12.8%	+12.3%	+1.1%	−11.8%	$23M

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 PPTY

IWF

iShares Russell 1000 Growth

$15,442

PPTY

US Diversified Real Estate

$10,581

MeasureIWFPPTY

Fee0.18%0.53%

Cost on $10k a year$18$53

Yield0.39%2.54%

5 years, per year+9.1%+1.1%

3 years, per year+19.4%+12.3%

Worst drop · 1Y−14.6%−11.8%

Volatility · 1Y19.4%14.0%

3–3measures won
level

0.8%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IWF, PPTY, VUG

Today

78.0%most shared, IWF and VUG

IWFPPTYVUG

IWF—0.8%78.0%

PPTY0.8%—1.3%

VUG78.0%1.3%—

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

Income After Fees on $10,000

$201most kept, PPTY

PPTY$254 − $53 = $201

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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