SOVF vs IWF

ASOVF

BIWF

Measures won3–2SOVF wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF

Lowest cost0.18%IWF · $18 on $10k

Most income0.72%SOVF · $72 on $10k

Smallest drop−13.8%SOVF · worst fall in 1Y

Held in common1.8%SOVF and IWF

SOVF

IWF

Sovereign's Capital Flourish Fund · $92MiShares Russell 1000 Growth ETF · $113B

+9.7%3 years · per year$13,189 · $17,022+19.4%

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

0.75%Expense ratio$75 · $18 on $10k · lower wins0.18%

0.72%12-mo yield$72 · $39 on $10k0.39%

−13.8%Worst dropSmaller wins−14.6%

14.9%VolatilityLower wins19.4%

3–2SOVF wins

$10,000 · 5 yearsOne scale

Shared top holdingsSOVF · IWF

1.3%ANET0.6%

0.7%NOW0.4%

0.7%FAST0.2%

0.4%WMT0.2%

Held in common1.8%

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

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	ASOVF	Sovereign's Capital Flourish FundRead Desk		0.75%	0.72%	−0.7%	+7.2%	+10.7%	+9.7%	new	−13.8%	$92M

End-of-day Nov 6, 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%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	ASOVF	Sovereign's Capital Flourish FundRead Desk		0.75%	0.72%	−0.7%	+7.2%	+10.7%	+9.7%	new	−13.8%	$92M

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

SOVF vs IWF

SOVF

Sovereign's Capital Flourish Fund

[…]

IWF

iShares Russell 1000 Growth

$15,442

MeasureSOVFIWF

Fee0.75%0.18%

Cost on $10k a year$75$18

Yield0.72%0.39%

5 years, per year[…]+9.1%

3 years, per year+9.7%+19.4%

Worst drop · 1Y−13.8%−14.6%

Volatility · 1Y14.9%19.4%

3–2measures won
SOVF first

1.8%

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$59.1B

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: SOVF, IWF

Today

1.8%most shared, SOVF and IWF

SOVFIWF

SOVF—1.8%

IWF1.8%—

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

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

SOVF$72 − $75 = −$3

KeptFee

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