IWF vs SPY

AIWF

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · IWF $15,330

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common56.4%IWF and SPY

IWF

SPY

iShares Russell 1000 Growth ETF · $113BState Street SPDR S&P 500 ETF · $819B

+19.5%3 years · per year$17,073 · $18,174+22.0%

+8.9%5 years · per year$15,330 · $17,099+11.3%

0.18%Expense ratio$18 · $9 on $10k · lower wins0.09%

0.39%12-mo yield$39 · $103 on $10k1.03%

−14.6%Worst dropSmaller wins−8.9%

19.3%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWF · SPY

8.5%AAPL7.7%

14.6%NVDA7.3%

6.4%MSFT6.2%

5.3%GOOGL2.6%

Held in common56.4%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	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

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	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

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 SPY

IWF

iShares Russell 1000 Growth

$15,330

SPY

SPDR S&P 500

$17,099

MeasureIWFSPY

Fee0.18%0.09%

Cost on $10k a year$18$9

Yield0.39%1.03%

5 years, per year+8.9%+11.3%

3 years, per year+19.5%+22.0%

Worst drop · 1Y−14.6%−8.9%

Volatility · 1Y19.3%13.6%

6–0measures won
SPY first

56.4%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

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

Overlap: IWF, SPY

Today

56.4%most shared, IWF and SPY

IWFSPY

IWF—56.4%

SPY56.4%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

IWF$39 − $18 = $21

KeptFee

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