TILT vs IWF

ATILT

BIWF

Measures won5–1TILT wins · of 6 · 5Y

$10,000 · 5Y$16,282TILT · IWF $15,330

Lowest cost0.18%IWF · $18 on $10k

Most income1.10%TILT · $110 on $10k

Smallest drop−8.5%TILT · worst fall in 1Y

Held in common41.5%TILT and IWF

TILT

IWF

Northern Trust Morningstar US Market Factor Tilt ETF · $2.2BiShares Russell 1000 Growth ETF · $121B

+21.6%3 years · per year$17,969 · $17,073+19.5%

+10.2%5 years · per year$16,282 · $15,330+8.9%

0.26%Expense ratio$26 · $18 on $10k · lower wins0.18%

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

−8.5%Worst dropSmaller wins−14.6%

13.0%VolatilityLower wins19.3%

5–1TILT wins

$10,000 · 5 yearsOne scale

Shared top holdingsTILT · IWF

5.1%AAPL8.5%

4.7%NVDA14.6%

4.2%MSFT6.4%

1.7%META3.5%

Held in common41.5%

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	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk		0.26%	1.10%	−3.9%	+10.1%	+13.0%	+21.6%	+10.2%	−8.5%	$2.2B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$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	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk		0.26%	1.10%	−3.9%	+10.1%	+13.0%	+21.6%	+10.2%	−8.5%	$2.2B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$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

TILT vs IWF

TILT

Northern Trust Morningstar US Market Factor Tilt

$16,282

IWF

iShares Russell 1000 Growth

$15,330

MeasureTILTIWF

Fee0.26%0.18%

Cost on $10k a year$26$18

Yield1.10%0.39%

5 years, per year+10.2%+8.9%

3 years, per year+21.6%+19.5%

Worst drop · 1Y−8.5%−14.6%

Volatility · 1Y13.0%19.3%

5–1measures won
TILT first

41.5%

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: TILT, IWF

Today

41.5%most shared, TILT and IWF

TILTIWF

TILT—41.5%

IWF41.5%—

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

Income After Fees on $10,000

$84most kept, TILT

TILT$110 − $26 = $84

IWF$39 − $18 = $21

KeptFee

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