OEF vs IWF

AOEF

BIWF

Measures won5–1OEF wins · of 6 · 5Y

$10,000 · 5Y$18,137OEF · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income0.90%OEF · $90 on $10k

Smallest drop−10.9%OEF · worst fall in 1Y

Held in common59.7%OEF and IWF

OEF

IWF

iShares S&P 100 ETF · $19.4BiShares Russell 1000 Growth ETF · $115B

+23.2%3 years · per year$18,709 · $17,022+19.4%

+12.6%5 years · per year$18,137 · $15,442+9.1%

0.20%Expense ratio$20 · $18 on $10k · lower wins0.18%

0.90%12-mo yield$90 · $39 on $10k0.39%

−10.9%Worst dropSmaller wins−14.6%

14.7%VolatilityLower wins19.4%

5–1OEF wins

$10,000 · 5 yearsOne scale

Shared top holdingsOEF · IWF

9.5%NVDA14.1%

10.8%AAPL9.0%

8.6%MSFT6.6%

3.6%GOOGL5.5%

Held in common59.7%

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

Both

5Y2 funds

#			Trend
1	AOEF	iShares S&P 100 ETFRead Desk		0.20%	0.90%	+0.5%	+6.7%	+7.1%	+23.2%	+12.6%	−10.9%	$19.4B
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

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	AOEF	iShares S&P 100 ETFRead Desk		0.20%	0.90%	+0.5%	+6.7%	+7.1%	+23.2%	+12.6%	−10.9%	$19.4B
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

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

OEF vs IWF

OEF

iShares S&P 100

$18,137

IWF

iShares Russell 1000 Growth

$15,442

MeasureOEFIWF

Fee0.20%0.18%

Cost on $10k a year$20$18

Yield0.90%0.39%

5 years, per year+12.6%+9.1%

3 years, per year+23.2%+19.4%

Worst drop · 1Y−10.9%−14.6%

Volatility · 1Y14.7%19.4%

5–1measures won
OEF first

59.7%

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$59.7B

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: OEF, IWF

Today

59.7%most shared, OEF and IWF

OEFIWF

OEF—59.7%

IWF59.7%—

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

Income After Fees on $10,000

$70most kept, OEF

OEF$90 − $20 = $70

IWF$39 − $18 = $21

KeptFee

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