ONEY vs IWF

AONEY

BIWF

Measures won5–1ONEY wins · of 6 · 5Y

$10,000 · 5Y$16,469ONEY · IWF $15,330

Lowest cost0.18%IWF · $18 on $10k

Most income2.79%ONEY · $279 on $10k

Smallest drop−9.1%ONEY · worst fall in 1Y

Held in common1.0%ONEY and IWF

ONEY

IWF

State Street SPDR Russell 1000 Yield Focus ETF · $671MiShares Russell 1000 Growth ETF · $121B

+19.7%3 years · per year$17,132 · $17,073+19.5%

+10.5%5 years · per year$16,469 · $15,330+8.9%

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

2.79%12-mo yield$279 · $39 on $10k0.39%

−9.1%Worst dropSmaller wins−14.6%

12.8%VolatilityLower wins19.3%

5–1ONEY wins

$10,000 · 5 yearsOne scale

Shared top holdingsONEY · IWF

1.0%SPG0.2%

1.2%AU0.1%

1.0%ZTS0.1%

0.7%DRI0.1%

Held in common1.0%

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	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk		0.20%	2.79%	−1.1%	+22.9%	+27.4%	+19.7%	+10.5%	−9.1%	$671M
2	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

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	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk		0.20%	2.79%	−1.1%	+22.9%	+27.4%	+19.7%	+10.5%	−9.1%	$671M
2	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

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

ONEY vs IWF

ONEY

SPDR Russell 1000 Yield Focus

$16,469

IWF

iShares Russell 1000 Growth

$15,330

MeasureONEYIWF

Fee0.20%0.18%

Cost on $10k a year$20$18

Yield2.79%0.39%

5 years, per year+10.5%+8.9%

3 years, per year+19.7%+19.5%

Worst drop · 1Y−9.1%−14.6%

Volatility · 1Y12.8%19.3%

5–1measures won
ONEY first

1.0%

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: ONEY, IWF

Today

1.0%most shared, ONEY and IWF

ONEYIWF

ONEY—1.0%

IWF1.0%—

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

Income After Fees on $10,000

$259most kept, ONEY

ONEY$279 − $20 = $259

IWF$39 − $18 = $21

KeptFee

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