SAWS vs IWF

ASAWS

BIWF

Measures won1–2IWF wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF

Lowest cost0.18%IWF · $18 on $10k

Most income0.37%IWF · $37 on $10k

Smallest drop−15.4%SAWS · worst fall in 1Y

Held in common0.1%SAWS and IWF

SAWS

IWF

AAM Sawgrass U.S. Small Cap Quality Growth ETF · $7MiShares Russell 1000 Growth ETF · $121B

[…]3 years · per year[…] · $18,310+22.3%

[…]5 years · per year[…] · $16,559+10.6%

0.55%Expense ratio$55 · $18 on $10k · lower wins0.18%

0.02%12-mo yield$2 · $37 on $10k0.37%

−15.4%Worst dropSmaller wins−15.6%

18.3%VolatilityLower wins18.3%

1–2IWF wins

$10,000 · 5 yearsOne scale

Shared top holdingsSAWS · IWF

1.2%HALO0.0%

0.4%STRL0.0%

1.6%AEIS0.0%

Held in common0.1%

End-of-day Nov 4, 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%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	ASAWS	AAM Sawgrass U.S. Small Cap Quality Growth ETFRead Desk		0.55%	0.02%	−0.1%	+5.9%	+6.6%	new	new	−15.4%	$7M

End-of-day Nov 4, 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%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	ASAWS	AAM Sawgrass U.S. Small Cap Quality Growth ETFRead Desk		0.55%	0.02%	−0.1%	+5.9%	+6.6%	new	new	−15.4%	$7M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SAWS vs IWF

SAWS

AAM Sawgrass U.S. Small Cap Quality Growth

[…]

IWF

iShares Russell 1000 Growth

$16,559

MeasureSAWSIWF

Fee0.55%0.18%

Cost on $10k a year$55$18

Yield0.02%0.37%

5 years, per year[…]+10.6%

3 years, per year[…]+22.3%

Worst drop · 1Y−15.4%−15.6%

Volatility · 1Y18.3%18.3%

2–1measures won
IWF first

0.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SAWS, IWF

Today

0.1%most shared, SAWS and IWF

SAWSIWF

SAWS—0.1%

IWF0.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$19most kept, IWF

IWF$37 − $18 = $19

SAWS$2 − $55 = −$53

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee