OVS vs IWF

AOVS

BIWF

Measures won3–2OVS wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · OVS $13,062

Lowest cost0.18%IWF · $18 on $10k

Most income10.34%OVS · $1,034 on $10k

Smallest drop−9.9%OVS · worst fall in 1Y

Held in common0.0%OVS and IWF

OVS

IWF

Overlay Shares Small Cap Equity ETF · $45MiShares Russell 1000 Growth ETF · $113B

+19.5%3 years · per year$17,084 · $17,073+19.5%

+5.5%5 years · per year$13,062 · $15,330+8.9%

0.83%Expense ratio$83 · $18 on $10k · lower wins0.18%

10.34%12-mo yield$1,034 · $39 on $10k0.39%

−9.9%Worst dropSmaller wins−14.6%

18.4%VolatilityLower wins19.3%

3–2OVS wins

$10,000 · 5 yearsOne scale

Shared top holdingsOVS · IWF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	AOVS	Overlay Shares Small Cap Equity ETFRead Desk		0.83%	10.34%	−4.6%	+15.7%	+20.6%	+19.5%	+5.5%	−9.9%	$45M

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	AOVS	Overlay Shares Small Cap Equity ETFRead Desk		0.83%	10.34%	−4.6%	+15.7%	+20.6%	+19.5%	+5.5%	−9.9%	$45M

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

OVS vs IWF

OVS

Overlay Shares Small Cap Equity

$13,062

IWF

iShares Russell 1000 Growth

$15,330

MeasureOVSIWF

Fee0.83%0.18%

Cost on $10k a year$83$18

Yield10.34%0.39%

5 years, per year+5.5%+8.9%

3 years, per year+19.5%+19.5%

Worst drop · 1Y−9.9%−14.6%

Volatility · 1Y18.4%19.3%

3–2measures won
OVS first

0.0%

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: OVS, IWF

Today

0.0%most shared, OVS and IWF

OVSIWF

OVS—0.0%

IWF0.0%—

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

Income After Fees on $10,000

$951most kept, OVS

OVS$1,034 − $83 = $951

IWF$39 − $18 = $21

KeptFee

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