SUSL vs IWF

ASUSL

BIWF

Measures won6–0SUSL wins · of 6 · 5Y

$10,000 · 5Y$16,895SUSL · IWF $15,330

Lowest cost0.10%SUSL · $10 on $10k

Most income0.97%SUSL · $97 on $10k

Smallest drop−11.4%SUSL · worst fall in 1Y

Held in common55.8%SUSL and IWF

SUSL

IWF

iShares ESG MSCI USA Leaders ETF · $1.2BiShares Russell 1000 Growth ETF · $113B

+22.3%3 years · per year$18,308 · $17,073+19.5%

+11.1%5 years · per year$16,895 · $15,330+8.9%

0.10%Expense ratio$10 · $18 on $10k · lower wins0.18%

0.97%12-mo yield$97 · $39 on $10k0.39%

−11.4%Worst dropSmaller wins−14.6%

14.9%VolatilityLower wins19.3%

6–0SUSL wins

$10,000 · 5 yearsOne scale

Shared top holdingsSUSL · IWF

13.3%NVDA14.6%

11.3%MSFT6.4%

4.9%GOOGL5.3%

3.9%GOOG4.3%

Held in common55.8%

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	ASUSL	iShares ESG MSCI USA Leaders ETFRead Desk		0.10%	0.97%	−4.7%	+8.1%	+10.0%	+22.3%	+11.1%	−11.4%	$1.2B
2	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

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	ASUSL	iShares ESG MSCI USA Leaders ETFRead Desk		0.10%	0.97%	−4.7%	+8.1%	+10.0%	+22.3%	+11.1%	−11.4%	$1.2B
2	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

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

SUSL vs IWF

SUSL

iShares ESG MSCI USA Leaders

$16,895

IWF

iShares Russell 1000 Growth

$15,330

MeasureSUSLIWF

Fee0.10%0.18%

Cost on $10k a year$10$18

Yield0.97%0.39%

5 years, per year+11.1%+8.9%

3 years, per year+22.3%+19.5%

Worst drop · 1Y−11.4%−14.6%

Volatility · 1Y14.9%19.3%

6–0measures won
SUSL first

55.8%

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: SUSL, IWF

Today

55.8%most shared, SUSL and IWF

SUSLIWF

SUSL—55.8%

IWF55.8%—

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

Income After Fees on $10,000

$87most kept, SUSL

SUSL$97 − $10 = $87

IWF$39 − $18 = $21

KeptFee

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