IWL vs VUG

AIWL

BVUG

Measures won4–2IWL wins · of 6 · 5Y

$10,000 · 5Y$17,480IWL · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income0.88%IWL · $88 on $10k

Smallest drop−9.8%IWL · worst fall in 1Y

Held in common59.7%IWL and VUG

IWL

VUG

iShares Russell Top 200 ETF · $2.1BVanguard Morningstar Growth ETF · $233B

+22.2%3 years · per year$18,257 · $18,415+22.6%

+11.8%5 years · per year$17,480 · $16,124+10.0%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

0.88%12-mo yield$88 · $42 on $10k0.42%

−9.8%Worst dropSmaller wins−15.1%

14.1%VolatilityLower wins19.0%

4–2IWL wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWL · VUG

9.1%AAPL12.5%

7.8%NVDA13.5%

7.3%MSFT9.7%

4.6%AMZN4.3%

Held in common59.7%

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	AIWL	iShares Russell Top 200 ETFRead Desk		0.15%	0.88%	+0.4%	+7.4%	+8.2%	+22.2%	+11.8%	−9.8%	$2.1B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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	AIWL	iShares Russell Top 200 ETFRead Desk		0.15%	0.88%	+0.4%	+7.4%	+8.2%	+22.2%	+11.8%	−9.8%	$2.1B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

IWL vs VUG

IWL

iShares Russell Top 200

$17,480

VUG

Vanguard Morningstar Growth

$16,124

MeasureIWLVUG

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.88%0.42%

5 years, per year+11.8%+10.0%

3 years, per year+22.2%+22.6%

Worst drop · 1Y−9.8%−15.1%

Volatility · 1Y14.1%19.0%

4–2measures won
IWL first

59.7%

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$59.1B

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: IWL, VUG

Today

59.7%most shared, IWL and VUG

IWLVUG

IWL—59.7%

VUG59.7%—

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

Income After Fees on $10,000

$73most kept, IWL

IWL$88 − $15 = $73

VUG$42 − $3 = $39

KeptFee

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