QARP vs IWF

AQARP

BIWF

Measures won5–1QARP wins · of 6 · 5Y

$10,000 · 5Y$17,411QARP · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income1.00%QARP · $100 on $10k

Smallest drop−7.3%QARP · worst fall in 1Y

Held in common37.5%QARP and IWF

QARP

IWF

Xtrackers Russell 1000 US Quality at a Reasonable Price ETF · $79MiShares Russell 1000 Growth ETF · $115B

+20.5%3 years · per year$17,496 · $17,022+19.4%

+11.7%5 years · per year$17,411 · $15,442+9.1%

0.19%Expense ratio$19 · $18 on $10k · lower wins0.18%

1.00%12-mo yield$100 · $39 on $10k0.39%

−7.3%Worst dropSmaller wins−14.6%

10.8%VolatilityLower wins19.4%

5–1QARP wins

$10,000 · 5 yearsOne scale

Shared top holdingsQARP · IWF

5.5%AAPL9.0%

5.1%MSFT6.6%

3.9%META3.6%

2.4%V2.4%

Held in common37.5%

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	AQARP	Xtrackers Russell 1000 US Quality at a Reasonable Price ETFRead Desk		0.19%	1.00%	−0.7%	+16.5%	+19.6%	+20.5%	+11.7%	−7.3%	$79M
2	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

Both

5Y2 funds

#			Trend
1	AQARP	Xtrackers Russell 1000 US Quality at a Reasonable Price ETFRead Desk		0.19%	1.00%	−0.7%	+16.5%	+19.6%	+20.5%	+11.7%	−7.3%	$79M
2	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

QARP vs IWF

QARP

Xtrackers Russell 1000 US Quality at a Reasonable Price

$17,411

IWF

iShares Russell 1000 Growth

$15,442

MeasureQARPIWF

Fee0.19%0.18%

Cost on $10k a year$19$18

Yield1.00%0.39%

5 years, per year+11.7%+9.1%

3 years, per year+20.5%+19.4%

Worst drop · 1Y−7.3%−14.6%

Volatility · 1Y10.8%19.4%

5–1measures won
QARP first

37.5%

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$59.7B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: QARP, IWF

Today

37.5%most shared, QARP and IWF

QARPIWF

QARP—37.5%

IWF37.5%—

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

Income After Fees on $10,000

$81most kept, QARP

QARP$100 − $19 = $81

IWF$39 − $18 = $21

KeptFee

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