ONEO vs IWF

AONEO

BIWF

Measures won5–1ONEO wins · of 6 · 5Y

$10,000 · 5Y$15,703ONEO · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income1.25%ONEO · $125 on $10k

Smallest drop−7.4%ONEO · worst fall in 1Y

Held in common13.9%ONEO and IWF

ONEO

IWF

State Street SPDR Russell 1000 Momentum Focus ETF · $30MiShares Russell 1000 Growth ETF · $115B

+20.2%3 years · per year$17,363 · $17,022+19.4%

+9.4%5 years · per year$15,703 · $15,442+9.1%

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

1.25%12-mo yield$125 · $39 on $10k0.39%

−7.4%Worst dropSmaller wins−14.6%

13.2%VolatilityLower wins19.4%

5–1ONEO wins

$10,000 · 5 yearsOne scale

Shared top holdingsONEO · IWF

0.6%MCK0.4%

0.3%AAPL9.0%

0.4%SPG0.2%

0.3%ROST0.2%

Held in common13.9%

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	AONEO	State Street SPDR Russell 1000 Momentum Focus ETFRead Desk		0.20%	1.25%	−0.2%	+17.9%	+20.4%	+20.2%	+9.4%	−7.4%	$30M
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	AONEO	State Street SPDR Russell 1000 Momentum Focus ETFRead Desk		0.20%	1.25%	−0.2%	+17.9%	+20.4%	+20.2%	+9.4%	−7.4%	$30M
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

ONEO vs IWF

ONEO

SPDR Russell 1000 Momentum Focus

$15,703

IWF

iShares Russell 1000 Growth

$15,442

MeasureONEOIWF

Fee0.20%0.18%

Cost on $10k a year$20$18

Yield1.25%0.39%

5 years, per year+9.4%+9.1%

3 years, per year+20.2%+19.4%

Worst drop · 1Y−7.4%−14.6%

Volatility · 1Y13.2%19.4%

5–1measures won
ONEO first

13.9%

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: ONEO, IWF

Today

13.9%most shared, ONEO and IWF

ONEOIWF

ONEO—13.9%

IWF13.9%—

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

Income After Fees on $10,000

$105most kept, ONEO

ONEO$125 − $20 = $105

IWF$39 − $18 = $21

KeptFee

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