LRGE vs IUSG

ALRGE

BIUSG

Measures won0–6IUSG wins · of 6 · 5Y

$10,000 · 5Y$17,623IUSG · LRGE $14,940

Lowest cost0.04%IUSG · $4 on $10k

Most income0.49%IUSG · $49 on $10k

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

Held in common39.5%LRGE and IUSG

LRGE

IUSG

ClearBridge Large Cap Growth Select ETF · $365MiShares Core S&P U.S. Growth ETF · $32.6B

+18.9%3 years · per year$16,816 · $20,612+27.3%

+8.4%5 years · per year$14,940 · $17,623+12.0%

0.48%Expense ratio$48 · $4 on $10k · lower wins0.04%

0.12%12-mo yield$12 · $49 on $10k0.49%

−15.9%Worst dropSmaller wins−13.0%

18.5%VolatilityLower wins18.2%

0–6IUSG wins

$10,000 · 5 yearsOne scale

Shared top holdingsLRGE · IUSG

16.1%NVDA13.6%

5.8%AAPL6.6%

5.7%GOOGL4.5%

6.7%META3.7%

Held in common39.5%

End-of-day Nov 4, 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%	0.49%	+1.2%	+11.1%	+9.5%	+27.3%	+12.0%	−13.0%	$32.6B
2	ALRGE	ClearBridge Large Cap Growth Select ETFRead Desk		0.48%	0.12%	+0.2%	+4.1%	−0.7%	+18.9%	+8.4%	−15.9%	$365M

End-of-day Nov 4, 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%	0.49%	+1.2%	+11.1%	+9.5%	+27.3%	+12.0%	−13.0%	$32.6B
2	ALRGE	ClearBridge Large Cap Growth Select ETFRead Desk		0.48%	0.12%	+0.2%	+4.1%	−0.7%	+18.9%	+8.4%	−15.9%	$365M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LRGE vs IUSG

LRGE

ClearBridge Large Cap Growth Select

$14,940

IUSG

iShares Core S&P U.S. Growth

$17,623

MeasureLRGEIUSG

Fee0.48%0.04%

Cost on $10k a year$48$4

Yield0.12%0.49%

5 years, per year+8.4%+12.0%

3 years, per year+18.9%+27.3%

Worst drop · 1Y−15.9%−13.0%

Volatility · 1Y18.5%18.2%

6–0measures won
IUSG first

39.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: LRGE, IUSG

Today

39.5%most shared, LRGE and IUSG

LRGEIUSG

LRGE—39.5%

IUSG39.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$45most kept, IUSG

IUSG$49 − $4 = $45

LRGE$12 − $48 = −$36

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee