SGLC vs IWF

ASGLC

BIWF

Measures won3–2SGLC wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF

Lowest cost0.18%IWF · $18 on $10k

Most income0.38%IWF · $38 on $10k

Smallest drop−9.7%SGLC · worst fall in 1Y

Held in common51.0%SGLC and IWF

SGLC

IWF

SGI U.S. Large Cap Core ETF · $220MiShares Russell 1000 Growth ETF · $118B

+21.5%3 years · per year$17,928 · $17,207+19.8%

[…]5 years · per year[…] · $15,892+9.7%

0.85%Expense ratio$85 · $18 on $10k · lower wins0.18%

0.20%12-mo yield$20 · $38 on $10k0.38%

−9.7%Worst dropSmaller wins−14.6%

16.1%VolatilityLower wins19.5%

3–2SGLC wins

$10,000 · 5 yearsOne scale

Shared top holdingsSGLC · IWF

8.1%NVDA14.3%

7.7%AAPL8.8%

5.9%MSFT6.5%

2.8%GOOGL5.5%

Held in common51.0%

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%	$118.1B
2	ASGLC	SGI U.S. Large Cap Core ETFRead Desk		0.85%	0.20%	+2.5%	+14.8%	+20.0%	+21.5%	new	−9.7%	$220M

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%	$118.1B
2	ASGLC	SGI U.S. Large Cap Core ETFRead Desk		0.85%	0.20%	+2.5%	+14.8%	+20.0%	+21.5%	new	−9.7%	$220M

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

SGLC vs IWF

SGLC

SGI U.S. Large Cap Core

[…]

IWF

iShares Russell 1000 Growth

$15,892

MeasureSGLCIWF

Fee0.85%0.18%

Cost on $10k a year$85$18

Yield0.20%0.38%

5 years, per year[…]+9.7%

3 years, per year+21.5%+19.8%

Worst drop · 1Y−9.7%−14.6%

Volatility · 1Y16.1%19.5%

3–2measures won
SGLC first

51.0%

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$61.4B

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%

$122BAssets$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: SGLC, IWF

Today

51.0%most shared, SGLC and IWF

SGLCIWF

SGLC—51.0%

IWF51.0%—

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

Income After Fees on $10,000

$20most kept, IWF

IWF$38 − $18 = $20

SGLC$20 − $85 = −$65

KeptFee

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