LCLG vs IUSG

ALCLG

BIUSG

Measures won1–4IUSG wins · of 6 · 5Y

$10,000 · 5Y$16,500IUSG

Lowest cost0.04%IUSG · $4 on $10k

Most income0.52%IUSG · $52 on $10k

Smallest drop−13.0%IUSG · worst fall in 1Y

Held in common30.2%LCLG and IUSG

LCLG

IUSG

Logan Capital Broad Innovative Growth ETF · $103MiShares Core S&P U.S. Growth ETF · $33.0B

+25.1%3 years · per year$19,579 · $19,299+24.5%

[…]5 years · per year[…] · $16,501+10.5%

0.90%Expense ratio$90 · $4 on $10k · lower wins0.04%

0.00%12-mo yield$0 · $52 on $10k0.52%

−14.5%Worst dropSmaller wins−13.0%

20.9%VolatilityLower wins19.1%

1–4IUSG wins

$10,000 · 5 yearsOne scale

Shared top holdingsLCLG · IUSG

5.6%AAPL7.2%

4.1%AVGO4.0%

4.4%AMZN3.9%

3.6%META3.8%

Held in common30.2%

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	BIUSG	iShares Core S&P U.S. Growth ETFRead Desk		0.04%	0.52%	+1.0%	+5.8%	+5.8%	+24.5%	+10.5%	−13.0%	$33.0B
2	ALCLG	Logan Capital Broad Innovative Growth ETFRead Desk		0.90%	0.00%	+0.9%	+4.4%	+3.0%	+25.1%	new	−14.5%	$103M

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	BIUSG	iShares Core S&P U.S. Growth ETFRead Desk		0.04%	0.52%	+1.0%	+5.8%	+5.8%	+24.5%	+10.5%	−13.0%	$33.0B
2	ALCLG	Logan Capital Broad Innovative Growth ETFRead Desk		0.90%	0.00%	+0.9%	+4.4%	+3.0%	+25.1%	new	−14.5%	$103M

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

LCLG vs IUSG

LCLG

Logan Capital Broad Innovative Growth

[…]

IUSG

iShares Core S&P U.S. Growth

$16,501

MeasureLCLGIUSG

Fee0.90%0.04%

Cost on $10k a year$90$4

Yield0.00%0.52%

5 years, per year[…]+10.5%

3 years, per year+25.1%+24.5%

Worst drop · 1Y−14.5%−13.0%

Volatility · 1Y20.9%19.1%

4–1measures won
IUSG first

30.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: LCLG, IUSG

Today

30.2%most shared, LCLG and IUSG

LCLGIUSG

LCLG—30.2%

IUSG30.2%—

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

Income After Fees on $10,000

$48most kept, IUSG

IUSG$52 − $4 = $48

LCLG$0 − $90 = −$90

KeptFee

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