SPY vs IWF

ASPY

BIWF

Measures won6–0SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · IWF $15,441

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common55.7%SPY and IWF

SPY

IWF

State Street SPDR S&P 500 ETF · $819BiShares Russell 1000 Growth ETF · $115B

+21.7%3 years · per year$18,039 · $17,022+19.4%

+11.3%5 years · per year$17,118 · $15,442+9.1%

0.09%Expense ratio$9 · $18 on $10k · lower wins0.18%

1.03%12-mo yield$103 · $39 on $10k0.39%

−8.9%Worst dropSmaller wins−14.6%

13.6%VolatilityLower wins19.4%

6–0SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPY · IWF

7.9%AAPL9.0%

6.9%NVDA14.1%

6.3%MSFT6.6%

2.6%GOOGL5.5%

Held in common55.7%

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	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
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	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
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

SPY vs IWF

SPY

SPDR S&P 500

$17,118

IWF

iShares Russell 1000 Growth

$15,442

MeasureSPYIWF

Fee0.09%0.18%

Cost on $10k a year$9$18

Yield1.03%0.39%

5 years, per year+11.3%+9.1%

3 years, per year+21.7%+19.4%

Worst drop · 1Y−8.9%−14.6%

Volatility · 1Y13.6%19.4%

6–0measures won
SPY first

55.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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

Overlap: SPY, IWF

Today

55.7%most shared, SPY and IWF

SPYIWF

SPY—55.7%

IWF55.7%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

IWF$39 − $18 = $21

KeptFee

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