MSTB vs IWF

AMSTB

BIWF

Measures won2–3IWF wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income0.42%VUG · $42 on $10k

Smallest drop−7.8%MSTB · worst fall in 1Y

Held in common0.0%MSTB and IWF

MSTB

IWF

LHA Market State Tactical Beta ETF · $190MiShares Russell 1000 Growth ETF · $115B

+18.8%3 years · per year$16,756 · $17,022+19.4%

+6.7%5 years · per year$13,806 · $15,442+9.1%

1.40%Expense ratio$140 · $18 on $10k · lower wins0.18%

0.39%12-mo yield$39 · $39 on $10k0.39%

−7.8%Worst dropSmaller wins−14.6%

12.3%VolatilityLower wins19.4%

2–3IWF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMSTB · IWF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	AMSTB	LHA Market State Tactical Beta ETFRead Desk	1.40%	0.39%	+1.0%	+5.3%	+4.3%	+18.8%	+6.7%	−7.8%	$190M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	AMSTB	LHA Market State Tactical Beta ETFRead Desk	1.40%	0.39%	+1.0%	+5.3%	+4.3%	+18.8%	+6.7%	−7.8%	$190M

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

MSTB vs IWF

MSTB

LHA Market State Tactical Beta

$13,806

IWF

iShares Russell 1000 Growth

$15,442

MeasureMSTBIWF

Fee1.40%0.18%

Cost on $10k a year$140$18

Yield0.39%0.39%

5 years, per year+6.7%+9.1%

3 years, per year+18.8%+19.4%

Worst drop · 1Y−7.8%−14.6%

Volatility · 1Y12.3%19.4%

3–2measures won
IWF first

0.0%

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$59.7B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: MSTB, IWF, VUG

Today

78.0%most shared, IWF and VUG

MSTBIWFVUG

MSTB—0.0%0.0%

IWF0.0%—78.0%

VUG0.0%78.0%—

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

IWF$39 − $18 = $21

MSTB$39 − $140 = −$101

KeptFee

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