MMSC vs IWF

AMMSC

BIWF

Measures won1–5IWF wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · MMSC $11,838

Lowest cost0.18%IWF · $18 on $10k

Most income0.39%IWF · $39 on $10k

Smallest drop−14.6%IWF · worst fall in 1Y

Held in common1.1%MMSC and IWF

MMSC

IWF

First Trust Multi-Manager Small Cap Opportunities ETF · $52MiShares Russell 1000 Growth ETF · $121B

+20.5%3 years · per year$17,505 · $17,073+19.5%

+3.4%5 years · per year$11,838 · $15,330+8.9%

0.95%Expense ratio$95 · $18 on $10k · lower wins0.18%

0.00%12-mo yield$0 · $39 on $10k0.39%

−15.3%Worst dropSmaller wins−14.6%

24.6%VolatilityLower wins19.3%

1–5IWF wins

$10,000 · 5 yearsOne scale

Shared top holdingsMMSC · IWF

0.4%NTRA0.2%

0.1%P0.1%

1.4%GH0.1%

0.2%TOST0.1%

Held in common1.1%

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	AMMSC	First Trust Multi-Manager Small Cap Opportunities ETFRead Desk		0.95%	0.00%	−5.6%	+4.6%	+5.2%	+20.5%	+3.4%	−15.3%	$52M

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	AMMSC	First Trust Multi-Manager Small Cap Opportunities ETFRead Desk		0.95%	0.00%	−5.6%	+4.6%	+5.2%	+20.5%	+3.4%	−15.3%	$52M

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

MMSC vs IWF

MMSC

First Trust Multi-Manager Small Cap Opportunities

$11,838

IWF

iShares Russell 1000 Growth

$15,330

MeasureMMSCIWF

Fee0.95%0.18%

Cost on $10k a year$95$18

Yield0.00%0.39%

5 years, per year+3.4%+8.9%

3 years, per year+20.5%+19.5%

Worst drop · 1Y−15.3%−14.6%

Volatility · 1Y24.6%19.3%

5–1measures won
IWF first

1.1%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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

Overlap: MMSC, IWF

Today

1.1%most shared, MMSC and IWF

MMSCIWF

MMSC—1.1%

IWF1.1%—

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

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

MMSC$0 − $95 = −$95

KeptFee

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