QQQJ vs IWF

AQQQJ

BIWF

Measures won4–2QQQJ wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · QQQJ $12,734

Lowest cost0.15%QQQJ · $15 on $10k

Most income0.77%QQQJ · $77 on $10k

Smallest drop−11.8%QQQJ · worst fall in 1Y

Held in common1.7%QQQJ and IWF

QQQJ

IWF

Invesco NASDAQ Next Gen 100 ETF · $1.2BiShares Russell 1000 Growth ETF · $113B

+23.8%3 years · per year$18,979 · $17,022+19.4%

+5.0%5 years · per year$12,734 · $15,442+9.1%

0.15%Expense ratio$15 · $18 on $10k · lower wins0.18%

0.77%12-mo yield$77 · $39 on $10k0.39%

−11.8%Worst dropSmaller wins−14.6%

20.1%VolatilityLower wins19.4%

4–2QQQJ wins

$10,000 · 5 yearsOne scale

Shared top holdingsQQQJ · IWF

2.7%NTRA0.2%

2.0%RVMD0.1%

1.6%EXPE0.1%

1.5%TEAM0.1%

Held in common1.7%

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	AQQQJ	Invesco NASDAQ Next Gen 100 ETFRead Desk		0.15%	0.77%	+0.4%	+16.2%	+17.5%	+23.8%	+5.0%	−11.8%	$1.2B

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	AQQQJ	Invesco NASDAQ Next Gen 100 ETFRead Desk		0.15%	0.77%	+0.4%	+16.2%	+17.5%	+23.8%	+5.0%	−11.8%	$1.2B

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

QQQJ vs IWF

QQQJ

Invesco NASDAQ Next Gen 100

$12,734

IWF

iShares Russell 1000 Growth

$15,442

MeasureQQQJIWF

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield0.77%0.39%

5 years, per year+5.0%+9.1%

3 years, per year+23.8%+19.4%

Worst drop · 1Y−11.8%−14.6%

Volatility · 1Y20.1%19.4%

4–2measures won
QQQJ first

1.7%

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: QQQJ, IWF

Today

1.7%most shared, QQQJ and IWF

QQQJIWF

QQQJ—1.7%

IWF1.7%—

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

Income After Fees on $10,000

$62most kept, QQQJ

QQQJ$77 − $15 = $62

IWF$39 − $18 = $21

KeptFee

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