LCTU vs IWF

ALCTU

BIWF

Measures won5–1LCTU wins · of 6 · 5Y

$10,000 · 5Y$16,041LCTU · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income1.00%LCTU · $100 on $10k

Smallest drop−9.4%LCTU · worst fall in 1Y

Held in common50.8%LCTU and IWF

LCTU

IWF

iShares U.S. Carbon Transition Readiness Aware Active ETF · $1.1BiShares Russell 1000 Growth ETF · $115B

+20.9%3 years · per year$17,673 · $17,022+19.4%

+9.9%5 years · per year$16,041 · $15,442+9.1%

0.30%Expense ratio$30 · $18 on $10k · lower wins0.18%

1.00%12-mo yield$100 · $39 on $10k0.39%

−9.4%Worst dropSmaller wins−14.6%

13.7%VolatilityLower wins19.4%

5–1LCTU wins

$10,000 · 5 yearsOne scale

Shared top holdingsLCTU · IWF

7.7%AAPL9.0%

6.6%NVDA14.1%

5.4%MSFT6.6%

2.1%GOOGL5.5%

Held in common50.8%

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	ALCTU	iShares U.S. Carbon Transition Readiness Aware Active ETFRead Desk		0.30%	1.00%	+0.3%	+7.1%	+7.8%	+20.9%	+9.9%	−9.4%	$1.1B
2	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

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	ALCTU	iShares U.S. Carbon Transition Readiness Aware Active ETFRead Desk		0.30%	1.00%	+0.3%	+7.1%	+7.8%	+20.9%	+9.9%	−9.4%	$1.1B
2	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

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

LCTU vs IWF

LCTU

iShares U.S. Carbon Transition Readiness Aware Active

$16,041

IWF

iShares Russell 1000 Growth

$15,442

MeasureLCTUIWF

Fee0.30%0.18%

Cost on $10k a year$30$18

Yield1.00%0.39%

5 years, per year+9.9%+9.1%

3 years, per year+20.9%+19.4%

Worst drop · 1Y−9.4%−14.6%

Volatility · 1Y13.7%19.4%

5–1measures won
LCTU first

50.8%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: LCTU, IWF

Today

50.8%most shared, LCTU and IWF

LCTUIWF

LCTU—50.8%

IWF50.8%—

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

Income After Fees on $10,000

$70most kept, LCTU

LCTU$100 − $30 = $70

IWF$39 − $18 = $21

KeptFee

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