IWF vs SIMS

AIWF

BSIMS

Measures won5–1IWF wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · SIMS $9,809

Lowest cost0.18%IWF · $18 on $10k

Most income0.57%SIMS · $57 on $10k

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

Held in common2.7%IWF and SIMS

IWF

SIMS

iShares Russell 1000 Growth ETF · $115BState Street SPDR S&P Kensho Intelligent Structures ETF · $8M

+19.4%3 years · per year$17,022 · $15,677+16.2%

+9.1%5 years · per year$15,442 · $9,809−0.4%

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

0.39%12-mo yield$39 · $57 on $10k0.57%

−14.6%Worst dropSmaller wins−14.7%

19.4%VolatilityLower wins22.9%

5–1IWF wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWF · SIMS

3.3%TSLA2.4%

0.2%BE1.9%

0.1%ROKU2.2%

0.1%NRG1.1%

Held in common2.7%

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

Both

5Y2 funds

#			Trend
1	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
2	BSIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk		0.45%	0.57%	+0.6%	+5.5%	−5.9%	+16.2%	−0.4%	−14.7%	$8M

End-of-day Nov 6, 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%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	BSIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk		0.45%	0.57%	+0.6%	+5.5%	−5.9%	+16.2%	−0.4%	−14.7%	$8M

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 SIMS

IWF

iShares Russell 1000 Growth

$15,442

SIMS

SPDR S&P Kensho Intelligent Structures

$9,809

MeasureIWFSIMS

Fee0.18%0.45%

Cost on $10k a year$18$45

Yield0.39%0.57%

5 years, per year+9.1%−0.4%

3 years, per year+19.4%+16.2%

Worst drop · 1Y−14.6%−14.7%

Volatility · 1Y19.4%22.9%

5–1measures won
IWF first

2.7%

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, SIMS

Today

2.7%most shared, IWF and SIMS

IWFSIMS

IWF—2.7%

SIMS2.7%—

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

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

SIMS$57 − $45 = $12

KeptFee

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