PCSG vs IUSG

APCSG

BIUSG

Measures won0–2IUSG wins · of 6 · 5Y

$10,000 · 5Y$17,466IUSG

Lowest cost0.04%IUSG · $4 on $10k

Most income0.50%IUSG · $50 on $10k

Smallest drop−13.0%IUSG · worst fall in 1Y

Held in common1.1%PCSG and IUSG

PCSG

IUSG

Polen 5Perspectives Small-Mid Growth ETF · $3MiShares Core S&P U.S. Growth ETF · $32.6B

[…]3 years · per year[…] · $20,570+27.2%

[…]5 years · per year[…] · $17,466+11.8%

0.75%Expense ratio$75 · $4 on $10k · lower wins0.04%

0.00%12-mo yield$0 · $50 on $10k0.50%

[…]Worst dropSmaller wins−13.0%

[…]VolatilityLower wins18.2%

0–2IUSG wins

$10,000 · 5 yearsOne scale

Shared top holdingsPCSG · IUSG

1.3%BE0.2%

0.8%P0.1%

2.3%TWLO0.1%

1.4%FTI0.1%

Held in common1.1%

End-of-day Nov 3, 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	BIUSG	iShares Core S&P U.S. Growth ETFRead Desk		0.04%	0.50%	+1.1%	+9.8%	+8.8%	+27.2%	+11.8%	−13.0%	$32.6B
2	APCSG	Polen 5Perspectives Small-Mid Growth ETFRead Desk		0.75%	0.00%	0.0%	new	new	new	new	[…]	$3M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIUSG	iShares Core S&P U.S. Growth ETFRead Desk		0.04%	0.50%	+1.1%	+9.8%	+8.8%	+27.2%	+11.8%	−13.0%	$32.6B
2	APCSG	Polen 5Perspectives Small-Mid Growth ETFRead Desk		0.75%	0.00%	0.0%	new	new	new	new	[…]	$3M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PCSG vs IUSG

PCSG

Polen 5Perspectives Small-Mid Growth

[…]

IUSG

iShares Core S&P U.S. Growth

$17,466

MeasurePCSGIUSG

Fee0.75%0.04%

Cost on $10k a year$75$4

Yield0.00%0.50%

5 years, per year[…]+11.8%

3 years, per year[…]+27.2%

Worst drop · 1Y[…]−13.0%

Volatility · 1Y[…]18.2%

2–0measures won
IUSG first

1.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: PCSG, IUSG

Today

1.1%most shared, PCSG and IUSG

PCSGIUSG

PCSG—1.1%

IUSG1.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$46most kept, IUSG

IUSG$50 − $4 = $46

PCSG$0 − $75 = −$75

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee