ONEY vs IWF

AONEY

BIWF

Measures won4–2ONEY wins · of 6 · 5Y

$10,000 · 5Y$16,321ONEY · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income2.83%ONEY · $283 on $10k

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

Held in common1.1%ONEY and IWF

ONEY

IWF

State Street SPDR Russell 1000 Yield Focus ETF · $679MiShares Russell 1000 Growth ETF · $115B

+19.0%3 years · per year$16,835 · $17,022+19.4%

+10.3%5 years · per year$16,321 · $15,442+9.1%

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

2.83%12-mo yield$283 · $39 on $10k0.39%

−9.1%Worst dropSmaller wins−14.6%

12.9%VolatilityLower wins19.4%

4–2ONEY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsONEY · IWF

1.0%SPG0.2%

1.3%AU0.1%

1.0%ZTS0.1%

0.7%DRI0.1%

Held in common1.1%

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	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk	0.20%	2.83%	−1.3%	+21.3%	+24.9%	+19.0%	+10.3%	−9.1%	$679M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	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

All Three

5Y3 funds

#
1	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk	0.20%	2.83%	−1.3%	+21.3%	+24.9%	+19.0%	+10.3%	−9.1%	$679M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	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

ONEY vs IWF

ONEY

SPDR Russell 1000 Yield Focus

$16,321

IWF

iShares Russell 1000 Growth

$15,442

MeasureONEYIWF

Fee0.20%0.18%

Cost on $10k a year$20$18

Yield2.83%0.39%

5 years, per year+10.3%+9.1%

3 years, per year+19.0%+19.4%

Worst drop · 1Y−9.1%−14.6%

Volatility · 1Y12.9%19.4%

4–2measures won
ONEY first

1.1%

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: ONEY, IWF, VUG

Today

78.0%most shared, IWF and VUG

ONEYIWFVUG

ONEY—1.1%0.2%

IWF1.1%—78.0%

VUG0.2%78.0%—

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

Income After Fees on $10,000

$263most kept, ONEY

ONEY$283 − $20 = $263

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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