RSPM vs IWF

ARSPM

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,892IWF · RSPM $13,135

Lowest cost0.18%IWF · $18 on $10k

Most income1.71%RSPM · $171 on $10k

Smallest drop−12.3%RSPM · worst fall in 1Y

Held in common0.1%RSPM and IWF

RSPM

IWF

Invesco S&P 500 Equal Weight Materials ETF · $181MiShares Russell 1000 Growth ETF · $115B

+12.5%3 years · per year$14,223 · $17,207+19.8%

+5.6%5 years · per year$13,135 · $15,892+9.7%

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

1.71%12-mo yield$171 · $38 on $10k0.38%

−12.3%Worst dropSmaller wins−14.6%

18.8%VolatilityLower wins19.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRSPM · IWF

4.4%SHW0.1%

3.8%STLD0.0%

Held in common0.1%

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	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
2	ARSPM	Invesco S&P 500 Equal Weight Materials ETFRead Desk		0.40%	1.71%	+1.6%	+20.0%	+31.4%	+12.5%	+5.6%	−12.3%	$181M

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	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
2	ARSPM	Invesco S&P 500 Equal Weight Materials ETFRead Desk		0.40%	1.71%	+1.6%	+20.0%	+31.4%	+12.5%	+5.6%	−12.3%	$181M

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

RSPM vs IWF

RSPM

Invesco S&P 500 Equal Weight Materials

$13,135

IWF

iShares Russell 1000 Growth

$15,892

MeasureRSPMIWF

Fee0.40%0.18%

Cost on $10k a year$40$18

Yield1.71%0.38%

5 years, per year+5.6%+9.7%

3 years, per year+12.5%+19.8%

Worst drop · 1Y−12.3%−14.6%

Volatility · 1Y18.8%19.5%

3–3measures won
level

0.1%

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: RSPM, IWF

Today

0.1%most shared, RSPM and IWF

RSPMIWF

RSPM—0.1%

IWF0.1%—

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

Income After Fees on $10,000

$131most kept, RSPM

RSPM$171 − $40 = $131

IWF$38 − $18 = $20

KeptFee

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