SPHB vs IWF

ASPHB

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,957SPHB · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income0.59%SPHB · $59 on $10k

Smallest drop−14.6%IWF · worst fall in 1Y

Held in common22.2%SPHB and IWF

SPHB

IWF

Invesco S&P 500 High Beta ETF · $816MiShares Russell 1000 Growth ETF · $115B

+26.9%3 years · per year$20,434 · $17,022+19.4%

+11.1%5 years · per year$16,957 · $15,442+9.1%

0.25%Expense ratio$25 · $18 on $10k · lower wins0.18%

0.59%12-mo yield$59 · $39 on $10k0.39%

−20.2%Worst dropSmaller wins−14.6%

29.7%VolatilityLower wins19.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSPHB · IWF

1.6%AMD2.2%

1.5%MU2.5%

1.5%TSLA3.3%

1.0%NVDA14.1%

Held in common22.2%

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	ASPHB	Invesco S&P 500 High Beta ETFRead Desk		0.25%	0.59%	+2.7%	+10.3%	+13.8%	+26.9%	+11.1%	−20.2%	$816M
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

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	ASPHB	Invesco S&P 500 High Beta ETFRead Desk		0.25%	0.59%	+2.7%	+10.3%	+13.8%	+26.9%	+11.1%	−20.2%	$816M
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

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

SPHB vs IWF

SPHB

Invesco S&P 500 High Beta

$16,958

IWF

iShares Russell 1000 Growth

$15,442

MeasureSPHBIWF

Fee0.25%0.18%

Cost on $10k a year$25$18

Yield0.59%0.39%

5 years, per year+11.1%+9.1%

3 years, per year+26.9%+19.4%

Worst drop · 1Y−20.2%−14.6%

Volatility · 1Y29.7%19.4%

3–3measures won
level

22.2%

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: SPHB, IWF

Today

22.2%most shared, SPHB and IWF

SPHBIWF

SPHB—22.2%

IWF22.2%—

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

Income After Fees on $10,000

$34most kept, SPHB

SPHB$59 − $25 = $34

IWF$39 − $18 = $21

KeptFee

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