JMEE vs IWF

AJMEE

BIWF

Measures won3–2JMEE wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF

Lowest cost0.18%IWF · $18 on $10k

Most income0.99%JMEE · $99 on $10k

Smallest drop−8.8%JMEE · worst fall in 1Y

Held in common1.8%JMEE and IWF

JMEE

IWF

JPMorgan Small & Mid Cap Enhanced Equity ETF · $3.0BiShares Russell 1000 Growth ETF · $115B

+17.8%3 years · per year$16,334 · $17,022+19.4%

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

0.34%Expense ratio$34 · $18 on $10k · lower wins0.18%

0.99%12-mo yield$99 · $39 on $10k0.39%

−8.8%Worst dropSmaller wins−14.6%

15.5%VolatilityLower wins19.4%

3–2JMEE wins

$10,000 · 5 yearsOne scale

Shared top holdingsJMEE · IWF

0.5%ATI0.1%

0.4%XPO0.1%

0.3%ROKU0.1%

0.4%WWD0.1%

Held in common1.8%

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

Both

5Y2 funds

#			Trend
1	BIWF	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	AJMEE	JPMorgan Small & Mid Cap Enhanced Equity ETFRead Desk		0.34%	0.99%	+0.3%	+13.5%	+16.5%	+17.8%	new	−8.8%	$3.0B

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	BIWF	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	AJMEE	JPMorgan Small & Mid Cap Enhanced Equity ETFRead Desk		0.34%	0.99%	+0.3%	+13.5%	+16.5%	+17.8%	new	−8.8%	$3.0B

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

JMEE vs IWF

JMEE

JPMorgan Small & Mid Cap Enhanced Equity

[…]

IWF

iShares Russell 1000 Growth

$15,442

MeasureJMEEIWF

Fee0.34%0.18%

Cost on $10k a year$34$18

Yield0.99%0.39%

5 years, per year[…]+9.1%

3 years, per year+17.8%+19.4%

Worst drop · 1Y−8.8%−14.6%

Volatility · 1Y15.5%19.4%

3–2measures won
JMEE first

1.8%

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: JMEE, IWF

Today

1.8%most shared, JMEE and IWF

JMEEIWF

JMEE—1.8%

IWF1.8%—

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

Income After Fees on $10,000

$65most kept, JMEE

JMEE$99 − $34 = $65

IWF$39 − $18 = $21

KeptFee

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