JPUS vs IWF

AJPUS

BIWF

Measures won3–1JPUS wins · of 6 · 5Y

$10,000 · 5Y$15,476JPUS · IWF $15,441

Lowest cost0.18%JPUS · $18 on $10k

Most income2.03%JPUS · $203 on $10k

Smallest drop−6.9%JPUS · worst fall in 1Y

Held in common8.7%JPUS and IWF

JPUS

IWF

JPMorgan Diversified Return U.S. Equity ETF · $472MiShares Russell 1000 Growth ETF · $113B

+17.7%3 years · per year$16,287 · $17,022+19.4%

+9.1%5 years · per year$15,476 · $15,442+9.1%

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

2.03%12-mo yield$203 · $39 on $10k0.39%

−6.9%Worst dropSmaller wins−14.6%

10.4%VolatilityLower wins19.4%

3–1JPUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsJPUS · IWF

0.4%AAPL9.0%

0.4%AMGN0.6%

0.4%MCK0.4%

0.4%APH0.6%

Held in common8.7%

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	AJPUS	JPMorgan Diversified Return U.S. Equity ETFRead Desk		0.18%	2.03%	−0.3%	+14.8%	+17.7%	+17.7%	+9.1%	−6.9%	$472M
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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	AJPUS	JPMorgan Diversified Return U.S. Equity ETFRead Desk		0.18%	2.03%	−0.3%	+14.8%	+17.7%	+17.7%	+9.1%	−6.9%	$472M
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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

JPUS vs IWF

JPUS

JPMorgan Diversified Return U.S. Equity

$15,476

IWF

iShares Russell 1000 Growth

$15,442

MeasureJPUSIWF

Fee0.18%0.18%

Cost on $10k a year$18$18

Yield2.03%0.39%

5 years, per year+9.1%+9.1%

3 years, per year+17.7%+19.4%

Worst drop · 1Y−6.9%−14.6%

Volatility · 1Y10.4%19.4%

3–1measures won
JPUS first

8.7%

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: JPUS, IWF

Today

8.7%most shared, JPUS and IWF

JPUSIWF

JPUS—8.7%

IWF8.7%—

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

Income After Fees on $10,000

$185most kept, JPUS

JPUS$203 − $18 = $185

IWF$39 − $18 = $21

KeptFee

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