ROE vs IWF

AROE

BIWF

Measures won4–1ROE wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF

Lowest cost0.18%IWF · $18 on $10k

Most income0.88%ROE · $88 on $10k

Smallest drop−8.7%ROE · worst fall in 1Y

Held in common22.8%ROE and IWF

ROE

IWF

Astoria US Equal Weight Quality Kings ETF · $243MiShares Russell 1000 Growth ETF · $113B

+23.4%3 years · per year$18,790 · $17,022+19.4%

[…]5 years · per year[…] · $15,442+9.1%

0.49%Expense ratio$49 · $18 on $10k · lower wins0.18%

0.88%12-mo yield$88 · $39 on $10k0.39%

−8.7%Worst dropSmaller wins−14.6%

15.7%VolatilityLower wins19.4%

4–1ROE wins

$10,000 · 5 yearsOne scale

Shared top holdingsROE · IWF

1.2%LLY3.6%

1.2%V2.4%

1.1%MSFT6.6%

1.1%AAPL9.0%

Held in common22.8%

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	AROE	Astoria US Equal Weight Quality Kings ETFRead Desk		0.49%	0.88%	+0.5%	+17.5%	+19.0%	+23.4%	new	−8.7%	$243M

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	AROE	Astoria US Equal Weight Quality Kings ETFRead Desk		0.49%	0.88%	+0.5%	+17.5%	+19.0%	+23.4%	new	−8.7%	$243M

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

ROE vs IWF

ROE

Astoria US Equal Weight Quality Kings

[…]

IWF

iShares Russell 1000 Growth

$15,442

MeasureROEIWF

Fee0.49%0.18%

Cost on $10k a year$49$18

Yield0.88%0.39%

5 years, per year[…]+9.1%

3 years, per year+23.4%+19.4%

Worst drop · 1Y−8.7%−14.6%

Volatility · 1Y15.7%19.4%

4–1measures won
ROE first

22.8%

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: ROE, IWF

Today

22.8%most shared, ROE and IWF

ROEIWF

ROE—22.8%

IWF22.8%—

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

Income After Fees on $10,000

$39most kept, ROE

ROE$88 − $49 = $39

IWF$39 − $18 = $21

KeptFee

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