LSGR vs IUSG

ALSGR

BIUSG

Measures won1–4IUSG 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 common36.7%LSGR and IUSG

LSGR

IUSG

Natixis Loomis Sayles Focused Growth ETF · $853MiShares Core S&P U.S. Growth ETF · $32.6B

+23.4%3 years · per year$18,798 · $19,348+24.6%

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

0.59%Expense ratio$59 · $4 on $10k · lower wins0.04%

0.00%12-mo yield$0 · $52 on $10k0.52%

−17.5%Worst dropSmaller wins−13.0%

18.2%VolatilityLower wins19.1%

1–4IUSG wins

$10,000 · 5 yearsOne scale

Shared top holdingsLSGR · IUSG

16.5%NVDA13.1%

6.6%MSFT11.1%

9.8%GOOGL4.6%

7.9%META3.7%

Held in common36.7%

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	ALSGR	Natixis Loomis Sayles Focused Growth ETFRead Desk		0.59%	0.00%	+1.9%	+0.2%	−2.1%	+23.4%	new	−17.5%	$853M

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	ALSGR	Natixis Loomis Sayles Focused Growth ETFRead Desk		0.59%	0.00%	+1.9%	+0.2%	−2.1%	+23.4%	new	−17.5%	$853M

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

LSGR vs IUSG

LSGR

Natixis Loomis Sayles Focused Growth

[…]

IUSG

iShares Core S&P U.S. Growth

$16,437

MeasureLSGRIUSG

Fee0.59%0.04%

Cost on $10k a year$59$4

Yield0.00%0.52%

5 years, per year[…]+10.4%

3 years, per year+23.4%+24.6%

Worst drop · 1Y−17.5%−13.0%

Volatility · 1Y18.2%19.1%

4–1measures won
IUSG first

36.7%

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: LSGR, IUSG

Today

36.7%most shared, LSGR and IUSG

LSGRIUSG

LSGR—36.7%

IUSG36.7%—

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

LSGR$0 − $59 = −$59

KeptFee

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