SPMD vs IWF

ASPMD

BIWF

Measures won4–2SPMD wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · SPMD $13,831

Lowest cost0.03%SPMD · $3 on $10k

Most income1.34%SPMD · $134 on $10k

Smallest drop−8.9%SPMD · worst fall in 1Y

Held in common1.9%SPMD and IWF

SPMD

IWF

State Street SPDR Portfolio S&P 400 Mid Cap ETF · $19.0BiShares Russell 1000 Growth ETF · $113B

+16.5%3 years · per year$15,806 · $17,073+19.5%

+6.7%5 years · per year$13,831 · $15,330+8.9%

0.03%Expense ratio$3 · $18 on $10k · lower wins0.18%

1.34%12-mo yield$134 · $39 on $10k0.39%

−8.9%Worst dropSmaller wins−14.6%

15.6%VolatilityLower wins19.3%

4–2SPMD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPMD · IWF

0.7%ATI0.1%

0.6%XPO0.1%

0.6%ROKU0.1%

0.6%WWD0.1%

Held in common1.9%

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%	$112.9B
2	ASPMD	State Street SPDR Portfolio S&P 400 Mid Cap ETFRead Desk		0.03%	1.34%	−3.9%	+9.5%	+12.8%	+16.5%	+6.7%	−8.9%	$19.0B

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%	$112.9B
2	ASPMD	State Street SPDR Portfolio S&P 400 Mid Cap ETFRead Desk		0.03%	1.34%	−3.9%	+9.5%	+12.8%	+16.5%	+6.7%	−8.9%	$19.0B

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

SPMD vs IWF

SPMD

SPDR Portfolio S&P 400 Mid Cap

$13,831

IWF

iShares Russell 1000 Growth

$15,330

MeasureSPMDIWF

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield1.34%0.39%

5 years, per year+6.7%+8.9%

3 years, per year+16.5%+19.5%

Worst drop · 1Y−8.9%−14.6%

Volatility · 1Y15.6%19.3%

4–2measures won
SPMD first

1.9%

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SPMD, IWF

Today

1.9%most shared, SPMD and IWF

SPMDIWF

SPMD—1.9%

IWF1.9%—

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

Income After Fees on $10,000

$131most kept, SPMD

SPMD$134 − $3 = $131

IWF$39 − $18 = $21

KeptFee

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