NUGO vs IWF

ANUGO

BIWF

Measures won1–5IWF wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · NUGO $15,060

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 common64.5%NUGO and IWF

NUGO

IWF

Nuveen Growth Opportunities · $2.2BiShares Russell 1000 Growth ETF · $115B

+20.4%3 years · per year$17,446 · $17,022+19.4%

+8.5%5 years · per year$15,060 · $15,442+9.1%

0.49%Expense ratio$49 · $18 on $10k · lower wins0.18%

0.00%12-mo yield$0 · $39 on $10k0.39%

−15.6%Worst dropSmaller wins−14.6%

21.8%VolatilityLower wins19.4%

1–5IWF wins

$10,000 · 5 yearsOne scale

Shared top holdingsNUGO · IWF

14.2%NVDA14.1%

8.4%AAPL9.0%

8.6%MSFT6.6%

9.2%GOOGL5.5%

Held in common64.5%

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

Both

5Y2 funds

#			Trend
1	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
2	ANUGO	Nuveen Growth OpportunitiesRead Desk		0.49%	0.00%	+1.2%	−1.7%	−3.9%	+20.4%	+8.5%	−15.6%	$2.2B

End-of-day Nov 6, 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%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	ANUGO	Nuveen Growth OpportunitiesRead Desk		0.49%	0.00%	+1.2%	−1.7%	−3.9%	+20.4%	+8.5%	−15.6%	$2.2B

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

NUGO vs IWF

NUGO

Nuveen Growth Opportunities

$15,060

IWF

iShares Russell 1000 Growth

$15,442

MeasureNUGOIWF

Fee0.49%0.18%

Cost on $10k a year$49$18

Yield0.00%0.39%

5 years, per year+8.5%+9.1%

3 years, per year+20.4%+19.4%

Worst drop · 1Y−15.6%−14.6%

Volatility · 1Y21.8%19.4%

5–1measures won
IWF first

64.5%

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: NUGO, IWF

Today

64.5%most shared, NUGO and IWF

NUGOIWF

NUGO—64.5%

IWF64.5%—

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

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

NUGO$0 − $49 = −$49

KeptFee

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