QUS vs IWF

AQUS

BIWF

Measures won6–0QUS wins · of 6 · 5Y

$10,000 · 5Y$16,601QUS · IWF $15,330

Lowest cost0.15%QUS · $15 on $10k

Most income1.25%QUS · $125 on $10k

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

Held in common39.7%QUS and IWF

QUS

IWF

State Street SPDR MSCI USA StrategicFactors ETF · $1.6BiShares Russell 1000 Growth ETF · $113B

+19.6%3 years · per year$17,098 · $17,073+19.5%

+10.7%5 years · per year$16,601 · $15,330+8.9%

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

1.25%12-mo yield$125 · $39 on $10k0.39%

−6.8%Worst dropSmaller wins−14.6%

9.8%VolatilityLower wins19.3%

6–0QUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsQUS · IWF

3.9%MSFT6.4%

3.3%AAPL8.5%

2.6%LLY3.5%

2.4%NVDA14.6%

Held in common39.7%

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	AQUS	State Street SPDR MSCI USA StrategicFactors ETFRead Desk		0.15%	1.25%	−3.0%	+12.0%	+15.3%	+19.6%	+10.7%	−6.8%	$1.6B
2	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

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	AQUS	State Street SPDR MSCI USA StrategicFactors ETFRead Desk		0.15%	1.25%	−3.0%	+12.0%	+15.3%	+19.6%	+10.7%	−6.8%	$1.6B
2	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

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

QUS vs IWF

QUS

SPDR MSCI USA StrategicFactors

$16,601

IWF

iShares Russell 1000 Growth

$15,330

MeasureQUSIWF

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.25%0.39%

5 years, per year+10.7%+8.9%

3 years, per year+19.6%+19.5%

Worst drop · 1Y−6.8%−14.6%

Volatility · 1Y9.8%19.3%

6–0measures won
QUS first

39.7%

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: QUS, IWF

Today

39.7%most shared, QUS and IWF

QUSIWF

QUS—39.7%

IWF39.7%—

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

Income After Fees on $10,000

$110most kept, QUS

QUS$125 − $15 = $110

IWF$39 − $18 = $21

KeptFee

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