SPTM vs IWF

ASPTM

BIWF

Measures won6–0SPTM wins · of 6 · 5Y

$10,000 · 5Y$16,878SPTM · IWF $15,330

Lowest cost0.03%SPTM · $3 on $10k

Most income1.10%SPTM · $110 on $10k

Smallest drop−8.7%SPTM · worst fall in 1Y

Held in common53.5%SPTM and IWF

SPTM

IWF

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $14.0BiShares Russell 1000 Growth ETF · $121B

+21.7%3 years · per year$18,043 · $17,073+19.5%

+11.0%5 years · per year$16,878 · $15,330+8.9%

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

1.10%12-mo yield$110 · $39 on $10k0.39%

−8.7%Worst dropSmaller wins−14.6%

13.5%VolatilityLower wins19.3%

6–0SPTM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPTM · IWF

7.1%AAPL8.5%

6.8%NVDA14.6%

5.8%MSFT6.4%

2.4%GOOGL5.3%

Held in common53.5%

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	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk		0.03%	1.10%	−4.3%	+8.7%	+10.2%	+21.7%	+11.0%	−8.7%	$14.0B
2	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

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	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk		0.03%	1.10%	−4.3%	+8.7%	+10.2%	+21.7%	+11.0%	−8.7%	$14.0B
2	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

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

SPTM vs IWF

SPTM

SPDR Portfolio S&P 1500 Composite Stock Market

$16,878

IWF

iShares Russell 1000 Growth

$15,330

MeasureSPTMIWF

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield1.10%0.39%

5 years, per year+11.0%+8.9%

3 years, per year+21.7%+19.5%

Worst drop · 1Y−8.7%−14.6%

Volatility · 1Y13.5%19.3%

6–0measures won
SPTM first

53.5%

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: SPTM, IWF

Today

53.5%most shared, SPTM and IWF

SPTMIWF

SPTM—53.5%

IWF53.5%—

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

Income After Fees on $10,000

$107most kept, SPTM

SPTM$110 − $3 = $107

IWF$39 − $18 = $21

KeptFee

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