RSPG vs IWF

ARSPG

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$24,118RSPG · IWF $15,892

Lowest cost0.18%IWF · $18 on $10k

Most income1.94%RSPG · $194 on $10k

Smallest drop−13.7%RSPG · worst fall in 1Y

Held in common0.5%RSPG and IWF

RSPG

IWF

Invesco S&P 500 Equal Weight Energy ETF · $575MiShares Russell 1000 Growth ETF · $115B

+14.2%3 years · per year$14,877 · $17,207+19.8%

+19.3%5 years · per year$24,118 · $15,892+9.7%

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

1.94%12-mo yield$194 · $38 on $10k0.38%

−13.7%Worst dropSmaller wins−14.6%

23.9%VolatilityLower wins19.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRSPG · IWF

4.6%TRGP0.2%

4.7%MPC0.2%

3.7%TPL0.1%

4.5%VLO0.0%

Held in common0.5%

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

Both

5Y2 funds

#			Trend
1	ARSPG	Invesco S&P 500 Equal Weight Energy ETFRead Desk		0.40%	1.94%	+1.0%	+36.2%	+37.7%	+14.2%	+19.3%	−13.7%	$575M
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

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

Both

5Y2 funds

#			Trend
1	ARSPG	Invesco S&P 500 Equal Weight Energy ETFRead Desk		0.40%	1.94%	+1.0%	+36.2%	+37.7%	+14.2%	+19.3%	−13.7%	$575M
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

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

RSPG vs IWF

RSPG

Invesco S&P 500 Equal Weight Energy

$24,118

IWF

iShares Russell 1000 Growth

$15,892

MeasureRSPGIWF

Fee0.40%0.18%

Cost on $10k a year$40$18

Yield1.94%0.38%

5 years, per year+19.3%+9.7%

3 years, per year+14.2%+19.8%

Worst drop · 1Y−13.7%−14.6%

Volatility · 1Y23.9%19.5%

3–3measures won
level

0.5%

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: RSPG, IWF

Today

0.5%most shared, RSPG and IWF

RSPGIWF

RSPG—0.5%

IWF0.5%—

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

Income After Fees on $10,000

$154most kept, RSPG

RSPG$194 − $40 = $154

IWF$38 − $18 = $20

KeptFee

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