SAWS vs IWF

ASAWS

BIWF

Measures won1–3IWF wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income0.42%VUG · $42 on $10k

Smallest drop−14.6%IWF · 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 · $115B

[…]3 years · per year[…] · $17,022+19.4%

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

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

0.02%12-mo yield$2 · $39 on $10k0.39%

−18.9%Worst dropSmaller wins−14.6%

19.2%VolatilityLower wins19.4%

1–3IWF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSAWS · IWF

1.2%HALO0.0%

1.1%AEIS0.0%

Held in common0.1%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	ASAWS	AAM Sawgrass U.S. Small Cap Quality Growth ETFRead Desk	0.55%	0.02%	+1.0%	+1.1%	+1.3%	new	new	−18.9%	$7M

End-of-day Nov 6, 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%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	ASAWS	AAM Sawgrass U.S. Small Cap Quality Growth ETFRead Desk	0.55%	0.02%	+1.0%	+1.1%	+1.3%	new	new	−18.9%	$7M

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

SAWS vs IWF

SAWS

AAM Sawgrass U.S. Small Cap Quality Growth

[…]

IWF

iShares Russell 1000 Growth

$15,442

MeasureSAWSIWF

Fee0.55%0.18%

Cost on $10k a year$55$18

Yield0.02%0.39%

5 years, per year[…]+9.1%

3 years, per year[…]+19.4%

Worst drop · 1Y−18.9%−14.6%

Volatility · 1Y19.2%19.4%

3–1measures won
IWF first

0.1%

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$59.7B

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: SAWS, IWF, VUG

Today

78.0%most shared, IWF and VUG

SAWSIWFVUG

SAWS—0.1%0.0%

IWF0.1%—78.0%

VUG0.0%78.0%—

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

IWF$39 − $18 = $21

SAWS$2 − $55 = −$53

KeptFee

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