LGDS vs IUSG

ALGDS

BIUSG

Measures won0–2IUSG wins · of 6 · 5Y

$10,000 · 5Y$16,437IUSG

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 common67.8%LGDS and IUSG

LGDS

IUSG

JPMorgan Fundamental Data Science Large Growth ETF · $1.0BiShares Core S&P U.S. Growth ETF · $32.6B

[…]3 years · per year[…] · $19,348+24.6%

[…]5 years · per year[…] · $16,437+10.4%

0.40%Expense ratio$40 · $4 on $10k · lower wins0.04%

0.00%12-mo yield$0 · $52 on $10k0.52%

[…]Worst dropSmaller wins−13.0%

[…]VolatilityLower wins19.1%

0–2IUSG wins

$10,000 · 5 yearsOne scale

Shared top holdingsLGDS · IUSG

15.5%NVDA13.1%

8.2%AAPL6.9%

5.7%MSFT11.1%

7.4%GOOGL4.6%

Held in common67.8%

End-of-day Nov 5, 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%	−5.7%	+4.8%	+5.1%	+24.6%	+10.4%	−13.0%	$32.6B
2	ALGDS	JPMorgan Fundamental Data Science Large Growth ETFRead Desk		0.40%	0.00%	−6.4%	new	new	new	new	[…]	$1.0B

End-of-day Nov 5, 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%	−5.7%	+4.8%	+5.1%	+24.6%	+10.4%	−13.0%	$32.6B
2	ALGDS	JPMorgan Fundamental Data Science Large Growth ETFRead Desk		0.40%	0.00%	−6.4%	new	new	new	new	[…]	$1.0B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LGDS vs IUSG

LGDS

JPMorgan Fundamental Data Science Large Growth

[…]

IUSG

iShares Core S&P U.S. Growth

$16,437

MeasureLGDSIUSG

Fee0.40%0.04%

Cost on $10k a year$40$4

Yield0.00%0.52%

5 years, per year[…]+10.4%

3 years, per year[…]+24.6%

Worst drop · 1Y[…]−13.0%

Volatility · 1Y[…]19.1%

2–0measures won
IUSG first

67.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: LGDS, IUSG

Today

67.8%most shared, LGDS and IUSG

LGDSIUSG

LGDS—67.8%

IUSG67.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$48most kept, IUSG

IUSG$52 − $4 = $48

LGDS$0 − $40 = −$40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee