SGRT vs GARY

ASGRT

BGARY

Measures won2–0SGRT wins · of 6 · 5Y

$10,000 · 5Y$16,499IWF

Lowest cost0.18%IWF · $18 on $10k

Most income0.37%IWF · $37 on $10k

Smallest drop−15.6%IWF · worst fall in 1Y

Held in common16.5%SGRT and GARY

SGRT

GARY

SMART Earnings Growth 30 ETF · $59MMango Growth ETF · $288M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.59%Expense ratio$59 · $77 on $10k · lower wins0.77%

0.13%12-mo yield$13 · $4 on $10k0.04%

−25.0%Worst dropSmaller wins[…]

39.7%VolatilityLower wins[…]

2–0SGRT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSGRT · GARY

5.5%MA5.5%

9.9%PLTR4.6%

3.3%LLY3.5%

3.1%AMD4.4%

Held in common16.5%

End-of-day Nov 3, 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
2	ASGRT	SMART Earnings Growth 30 ETFRead Desk	0.59%	0.13%	−0.1%	+20.2%	+15.3%	new	new	−25.0%	$59M
3	BGARY	Mango Growth ETFRead Desk	0.77%	0.04%	+1.3%	+28.2%	new	new	new	[…]	$288M

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
2	ASGRT	SMART Earnings Growth 30 ETFRead Desk	0.59%	0.13%	−0.1%	+20.2%	+15.3%	new	new	−25.0%	$59M
3	BGARY	Mango Growth ETFRead Desk	0.77%	0.04%	+1.3%	+28.2%	new	new	new	[…]	$288M

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

Cards for this view

SGRT vs GARY

SGRT

SMART Earnings Growth 30

[…]

GARY

Mango Growth

[…]

MeasureSGRTGARY

Fee0.59%0.77%

Cost on $10k a year$59$77

Yield0.13%0.04%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−25.0%[…]

Volatility · 1Y39.7%[…]

2–0measures won
SGRT first

16.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: SGRT, GARY, IWF

Today

33.4%most shared, GARY and IWF

SGRTGARYIWF

SGRT—16.5%13.3%

GARY16.5%—33.4%

IWF13.3%33.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$19most kept, IWF

IWF$37 − $18 = $19

SGRT$13 − $59 = −$46

GARY$4 − $77 = −$73

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee