TSME vs IWF

ATSME

BIWF

Measures won1–4IWF wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF

Lowest cost0.18%IWF · $18 on $10k

Most income0.39%IWF · $39 on $10k

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

Held in common0.8%TSME and IWF

TSME

IWF

Thrivent Small-Mid Cap Equity ETF · $816MiShares Russell 1000 Growth ETF · $115B

+19.8%3 years · per year$17,188 · $17,022+19.4%

[…]5 years · per year[…] · $15,442+9.1%

0.65%Expense ratio$65 · $18 on $10k · lower wins0.18%

0.16%12-mo yield$16 · $39 on $10k0.39%

−16.0%Worst dropSmaller wins−14.6%

24.2%VolatilityLower wins19.4%

1–4IWF wins

$10,000 · 5 yearsOne scale

Shared top holdingsTSME · IWF

2.0%COR0.2%

0.8%HOOD0.2%

1.7%CASY0.1%

0.8%FTAI0.1%

Held in common0.8%

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	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
2	ATSME	Thrivent Small-Mid Cap Equity ETFRead Desk		0.65%	0.16%	+0.4%	+6.1%	+7.9%	+19.8%	new	−16.0%	$816M

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	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
2	ATSME	Thrivent Small-Mid Cap Equity ETFRead Desk		0.65%	0.16%	+0.4%	+6.1%	+7.9%	+19.8%	new	−16.0%	$816M

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

TSME vs IWF

TSME

Thrivent Small-Mid Cap Equity

[…]

IWF

iShares Russell 1000 Growth

$15,442

MeasureTSMEIWF

Fee0.65%0.18%

Cost on $10k a year$65$18

Yield0.16%0.39%

5 years, per year[…]+9.1%

3 years, per year+19.8%+19.4%

Worst drop · 1Y−16.0%−14.6%

Volatility · 1Y24.2%19.4%

4–1measures won
IWF first

0.8%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: TSME, IWF

Today

0.8%most shared, TSME and IWF

TSMEIWF

TSME—0.8%

IWF0.8%—

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

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

TSME$16 − $65 = −$49

KeptFee

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