TFGZ vs IWF

ATFGZ

BIWF

Measures won0–2IWF wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF

Lowest cost0.18%IWF · $18 on $10k

Most income0.38%IWF · $38 on $10k

Smallest drop−14.6%IWF · worst fall in 1Y

Held in common25.9%TFGZ and IWF

TFGZ

IWF

Thornburg Focus Growth Fund · $226MiShares Russell 1000 Growth ETF · $115B

[…]3 years · per year[…] · $17,207+19.8%

[…]5 years · per year[…] · $15,892+9.7%

0.79%Expense ratio$79 · $18 on $10k · lower wins0.18%

0.00%12-mo yield$0 · $38 on $10k0.38%

[…]Worst dropSmaller wins−14.6%

[…]VolatilityLower wins19.5%

0–2IWF wins

$10,000 · 5 yearsOne scale

Shared top holdingsTFGZ · IWF

7.1%MSFT6.5%

11.7%GOOGL5.5%

3.7%AVGO4.5%

4.1%META3.6%

Held in common25.9%

End-of-day Nov 9, 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%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	ATFGZ	Thornburg Focus Growth FundRead Desk		0.79%	0.00%	+4.3%	new	new	new	new	[…]	$226M

End-of-day Nov 9, 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%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	ATFGZ	Thornburg Focus Growth FundRead Desk		0.79%	0.00%	+4.3%	new	new	new	new	[…]	$226M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TFGZ vs IWF

TFGZ

Thornburg Focus Growth Fund

[…]

IWF

iShares Russell 1000 Growth

$15,892

MeasureTFGZIWF

Fee0.79%0.18%

Cost on $10k a year$79$18

Yield0.00%0.38%

5 years, per year[…]+9.7%

3 years, per year[…]+19.8%

Worst drop · 1Y[…]−14.6%

Volatility · 1Y[…]19.5%

2–0measures won
IWF first

25.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: TFGZ, IWF

Today

25.9%most shared, TFGZ and IWF

TFGZIWF

TFGZ—25.9%

IWF25.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$20most kept, IWF

IWF$38 − $18 = $20

TFGZ$0 − $79 = −$79

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee