TSME vs IWF

ATSME

BIWF

Measures won1–4IWF wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IWF $15,892

Lowest cost0.03%VUG · $3 on $10k

Most income0.41%VUG · $41 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 · $819MiShares Russell 1000 Growth ETF · $118B

+20.4%3 years · per year$17,467 · $17,207+19.8%

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

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

0.15%12-mo yield$15 · $38 on $10k0.38%

−16.0%Worst dropSmaller wins−14.6%

24.5%VolatilityLower wins19.5%

1–4IWF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTSME · IWF

1.9%COR0.2%

0.9%HOOD0.2%

1.7%CASY0.1%

0.9%FTAI0.1%

Held in common0.8%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	ATSME	Thrivent Small-Mid Cap Equity ETFRead Desk	0.65%	0.15%	+3.3%	+9.7%	+12.0%	+20.4%	new	−16.0%	$819M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	ATSME	Thrivent Small-Mid Cap Equity ETFRead Desk	0.65%	0.15%	+3.3%	+9.7%	+12.0%	+20.4%	new	−16.0%	$819M

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

TSME vs IWF

TSME

Thrivent Small-Mid Cap Equity

[…]

IWF

iShares Russell 1000 Growth

$15,892

MeasureTSMEIWF

Fee0.65%0.18%

Cost on $10k a year$65$18

Yield0.15%0.38%

5 years, per year[…]+9.7%

3 years, per year+20.4%+19.8%

Worst drop · 1Y−16.0%−14.6%

Volatility · 1Y24.5%19.5%

4–1measures won
IWF first

0.8%

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$61.4B

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%

$122BAssets$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: TSME, IWF, VUG

Today

78.1%most shared, IWF and VUG

TSMEIWFVUG

TSME—0.8%0.4%

IWF0.8%—78.1%

VUG0.4%78.1%—

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

Income After Fees on $10,000

$38most kept, VUG

VUG$41 − $3 = $38

IWF$38 − $18 = $20

TSME$15 − $65 = −$50

KeptFee

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