LRGF vs IWB

ALRGF

BIWB

Measures won5–0LRGF wins · of 6 · 5Y

$10,000 · 5Y$18,000LRGF · IWB $16,575

Lowest cost0.03%VUG · $3 on $10k

Most income1.10%LRGF · $110 on $10k

Smallest drop−8.7%LRGF · worst fall in 1Y

Held in common66.7%LRGF and IWB

LRGF

IWB

iShares U.S. Equity Factor ETF · $3.5BiShares Russell 1000 ETF · $46.4B

+22.2%3 years · per year$18,250 · $17,966+21.6%

+12.5%5 years · per year$18,000 · $16,575+10.6%

0.08%Expense ratio$8 · $15 on $10k · lower wins0.15%

1.10%12-mo yield$110 · $95 on $10k0.95%

−8.7%Worst dropSmaller wins−8.9%

13.6%VolatilityLower wins13.6%

5–0LRGF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLRGF · IWB

7.4%AAPL7.1%

6.4%NVDA6.6%

5.7%MSFT5.8%

3.4%AMZN3.6%

Held in common66.7%

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

All Three

5Y3 funds

#
1	ALRGF	iShares U.S. Equity Factor ETFRead Desk	0.08%	1.10%	+0.3%	+8.8%	+8.9%	+22.2%	+12.5%	−8.7%	$3.5B
2	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ALRGF	iShares U.S. Equity Factor ETFRead Desk	0.08%	1.10%	+0.3%	+8.8%	+8.9%	+22.2%	+12.5%	−8.7%	$3.5B
2	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

LRGF vs IWB

LRGF

iShares U.S. Equity Factor

$18,000

IWB

iShares Russell 1000

$16,575

MeasureLRGFIWB

Fee0.08%0.15%

Cost on $10k a year$8$15

Yield1.10%0.95%

5 years, per year+12.5%+10.6%

3 years, per year+22.2%+21.6%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y13.6%13.6%

5–0measures won
LRGF first

66.7%

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: LRGF, IWB, VUG

Today

66.7%most shared, LRGF and IWB

LRGFIWBVUG

LRGF—66.7%45.9%

IWB66.7%—52.0%

VUG45.9%52.0%—

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

Income After Fees on $10,000

$102most kept, LRGF

LRGF$110 − $8 = $102

IWB$95 − $15 = $80

VUG$42 − $3 = $39

KeptFee

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