IWF vs SAMM

AIWF

BSAMM

Measures won3–1IWF wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income1.04%SAMM · $104 on $10k

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

Held in common5.3%IWF and SAMM

IWF

SAMM

iShares Russell 1000 Growth ETF · $113BStrategas Macro Momentum ETF · $43M

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

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

0.18%Expense ratio$18 · $107 on $10k · lower wins1.07%

0.39%12-mo yield$39 · $104 on $10k1.04%

−14.6%Worst dropSmaller wins−17.9%

19.4%VolatilityLower wins22.2%

3–1IWF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWF · SAMM

2.5%MU1.9%

0.8%PANW2.5%

0.7%CRWD3.2%

0.4%SNDK1.4%

Held in common5.3%

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%	$112.9B
3	BSAMM	Strategas Macro Momentum ETFRead Desk	1.07%	1.04%	−0.8%	−0.5%	+1.5%	new	new	−17.9%	$43M

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%	$112.9B
3	BSAMM	Strategas Macro Momentum ETFRead Desk	1.07%	1.04%	−0.8%	−0.5%	+1.5%	new	new	−17.9%	$43M

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 SAMM

IWF

iShares Russell 1000 Growth

$15,442

SAMM

Strategas Macro Momentum

[…]

MeasureIWFSAMM

Fee0.18%1.07%

Cost on $10k a year$18$107

Yield0.39%1.04%

5 years, per year+9.1%[…]

3 years, per year+19.4%[…]

Worst drop · 1Y−14.6%−17.9%

Volatility · 1Y19.4%22.2%

3–1measures won
IWF first

5.3%

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$59.1B

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, SAMM, VUG

Today

78.0%most shared, IWF and VUG

IWFSAMMVUG

IWF—5.3%78.0%

SAMM5.3%—3.1%

VUG78.0%3.1%—

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

SAMM$104 − $107 = −$3

KeptFee

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