SPD vs IWF

ASPD

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,330IWF · SPD $13,289

Lowest cost0.18%IWF · $18 on $10k

Most income1.26%SPD · $126 on $10k

Smallest drop−10.4%SPD · worst fall in 1Y

Held in common0.0%SPD and IWF

SPD

IWF

Simplify US Equity PLUS Downside Convexity ETF · $78MiShares Russell 1000 Growth ETF · $121B

+17.1%3 years · per year$16,052 · $17,073+19.5%

+5.9%5 years · per year$13,289 · $15,330+8.9%

0.53%Expense ratio$53 · $18 on $10k · lower wins0.18%

1.26%12-mo yield$126 · $39 on $10k0.39%

−10.4%Worst dropSmaller wins−14.6%

14.3%VolatilityLower wins19.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSPD · IWF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 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%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	ASPD	Simplify US Equity PLUS Downside Convexity ETFRead Desk		0.53%	1.26%	−3.9%	+2.1%	+1.2%	+17.1%	+5.9%	−10.4%	$78M

End-of-day Nov 5, 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%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	ASPD	Simplify US Equity PLUS Downside Convexity ETFRead Desk		0.53%	1.26%	−3.9%	+2.1%	+1.2%	+17.1%	+5.9%	−10.4%	$78M

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

Cards for this view

SPD vs IWF

SPD

Simplify US Equity PLUS Downside Convexity

$13,289

IWF

iShares Russell 1000 Growth

$15,330

MeasureSPDIWF

Fee0.53%0.18%

Cost on $10k a year$53$18

Yield1.26%0.39%

5 years, per year+5.9%+8.9%

3 years, per year+17.1%+19.5%

Worst drop · 1Y−10.4%−14.6%

Volatility · 1Y14.3%19.3%

3–3measures won
level

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SPD, IWF

Today

0.0%most shared, SPD and IWF

SPDIWF

SPD—0.0%

IWF0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$73most kept, SPD

SPD$126 − $53 = $73

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee