SSPY vs IWF

ASSPY

BIWF

Measures won4–2SSPY wins · of 6 · 5Y

$10,000 · 5Y$15,465SSPY · IWF $15,330

Lowest cost0.18%IWF · $18 on $10k

Most income1.19%SSPY · $119 on $10k

Smallest drop−7.3%SSPY · worst fall in 1Y

Held in common18.1%SSPY and IWF

SSPY

IWF

Stratified LargeCap Index ETF · $132MiShares Russell 1000 Growth ETF · $121B

+18.3%3 years · per year$16,547 · $17,073+19.5%

+9.1%5 years · per year$15,465 · $15,330+8.9%

0.45%Expense ratio$45 · $18 on $10k · lower wins0.18%

1.19%12-mo yield$119 · $39 on $10k0.39%

−7.3%Worst dropSmaller wins−14.6%

11.2%VolatilityLower wins19.3%

4–2SSPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSSPY · IWF

1.1%MSFT6.4%

0.9%COST0.6%

0.5%AAPL8.5%

0.4%META3.5%

Held in common18.1%

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	ASSPY	Stratified LargeCap Index ETFRead Desk		0.45%	1.19%	−2.6%	+15.9%	+19.9%	+18.3%	+9.1%	−7.3%	$132M
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	ASSPY	Stratified LargeCap Index ETFRead Desk		0.45%	1.19%	−2.6%	+15.9%	+19.9%	+18.3%	+9.1%	−7.3%	$132M
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

SSPY vs IWF

SSPY

Stratified LargeCap Index

$15,465

IWF

iShares Russell 1000 Growth

$15,330

MeasureSSPYIWF

Fee0.45%0.18%

Cost on $10k a year$45$18

Yield1.19%0.39%

5 years, per year+9.1%+8.9%

3 years, per year+18.3%+19.5%

Worst drop · 1Y−7.3%−14.6%

Volatility · 1Y11.2%19.3%

4–2measures won
SSPY first

18.1%

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: SSPY, IWF

Today

18.1%most shared, SSPY and IWF

SSPYIWF

SSPY—18.1%

IWF18.1%—

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

Income After Fees on $10,000

$74most kept, SSPY

SSPY$119 − $45 = $74

IWF$39 − $18 = $21

KeptFee

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