RSPD vs IWF

ARSPD

BIWF

Measures won2–4IWF wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IWF $15,892

Lowest cost0.03%VUG · $3 on $10k

Most income0.87%RSPD · $87 on $10k

Smallest drop−13.8%RSPD · worst fall in 1Y

Held in common6.5%RSPD and IWF

RSPD

IWF

Invesco S&P 500 Equal Weight Consumer Discretionary ETF · $285MiShares Russell 1000 Growth ETF · $115B

+14.8%3 years · per year$15,134 · $17,207+19.8%

+3.6%5 years · per year$11,924 · $15,892+9.7%

0.40%Expense ratio$40 · $18 on $10k · lower wins0.18%

0.87%12-mo yield$87 · $38 on $10k0.38%

−13.8%Worst dropSmaller wins−14.6%

20.2%VolatilityLower wins19.5%

2–4IWF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRSPD · IWF

1.9%TSLA3.4%

2.2%HD0.8%

2.0%AMZN0.7%

1.8%BKNG0.4%

Held in common6.5%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	ARSPD	Invesco S&P 500 Equal Weight Consumer Discretionary ETFRead Desk	0.40%	0.87%	+2.3%	+3.6%	+9.5%	+14.8%	+3.6%	−13.8%	$285M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	ARSPD	Invesco S&P 500 Equal Weight Consumer Discretionary ETFRead Desk	0.40%	0.87%	+2.3%	+3.6%	+9.5%	+14.8%	+3.6%	−13.8%	$285M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RSPD vs IWF

RSPD

Invesco S&P 500 Equal Weight Consumer Discretionary

$11,924

IWF

iShares Russell 1000 Growth

$15,892

MeasureRSPDIWF

Fee0.40%0.18%

Cost on $10k a year$40$18

Yield0.87%0.38%

5 years, per year+3.6%+9.7%

3 years, per year+14.8%+19.8%

Worst drop · 1Y−13.8%−14.6%

Volatility · 1Y20.2%19.5%

4–2measures won
IWF first

6.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: RSPD, IWF, VUG

Today

78.1%most shared, IWF and VUG

RSPDIWFVUG

RSPD—6.5%7.0%

IWF6.5%—78.1%

VUG7.0%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$47most kept, RSPD

RSPD$87 − $40 = $47

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee