PHDG vs IWF

APHDG

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,441IWF · PHDG $12,203

Lowest cost0.18%IWF · $18 on $10k

Most income1.42%PHDG · $142 on $10k

Smallest drop−6.8%PHDG · worst fall in 1Y

Held in common46.5%PHDG and IWF

PHDG

IWF

Invesco S&P 500 Downside Hedged ETF · $61MiShares Russell 1000 Growth ETF · $113B

+11.5%3 years · per year$13,880 · $17,022+19.4%

+4.1%5 years · per year$12,203 · $15,442+9.1%

0.44%Expense ratio$44 · $18 on $10k · lower wins0.18%

1.42%12-mo yield$142 · $39 on $10k0.39%

−6.8%Worst dropSmaller wins−14.6%

11.9%VolatilityLower wins19.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPHDG · IWF

6.5%AAPL9.0%

5.7%NVDA14.1%

5.2%MSFT6.6%

2.2%GOOGL5.5%

Held in common46.5%

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	APHDG	Invesco S&P 500 Downside Hedged ETFRead Desk		0.44%	1.42%	0.0%	+11.5%	+10.5%	+11.5%	+4.1%	−6.8%	$61M

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	APHDG	Invesco S&P 500 Downside Hedged ETFRead Desk		0.44%	1.42%	0.0%	+11.5%	+10.5%	+11.5%	+4.1%	−6.8%	$61M

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

PHDG vs IWF

PHDG

Invesco S&P 500 Downside Hedged

$12,203

IWF

iShares Russell 1000 Growth

$15,442

MeasurePHDGIWF

Fee0.44%0.18%

Cost on $10k a year$44$18

Yield1.42%0.39%

5 years, per year+4.1%+9.1%

3 years, per year+11.5%+19.4%

Worst drop · 1Y−6.8%−14.6%

Volatility · 1Y11.9%19.4%

3–3measures won
level

46.5%

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$59.1B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: PHDG, IWF

Today

46.5%most shared, PHDG and IWF

PHDGIWF

PHDG—46.5%

IWF46.5%—

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

Income After Fees on $10,000

$98most kept, PHDG

PHDG$142 − $44 = $98

IWF$39 − $18 = $21

KeptFee

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