USAF vs IWB

AUSAF

BIWB

Measures won3–1USAF wins · of 6 · 5Y

$10,000 · 5Y$16,575IWB · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income2.43%USAF · $243 on $10k

Smallest drop−4.4%USAF · worst fall in 1Y

Held in common0.8%USAF and IWB

USAF

IWB

The 2023 ETF Series Trust - Atlas America Fund · $16MiShares Russell 1000 ETF · $46.4B

[…]3 years · per year[…] · $17,966+21.6%

[…]5 years · per year[…] · $16,575+10.6%

0.94%Expense ratio$94 · $15 on $10k · lower wins0.15%

2.43%12-mo yield$243 · $95 on $10k0.95%

−4.4%Worst dropSmaller wins−8.9%

5.8%VolatilityLower wins13.6%

3–1USAF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSAF · IWB

0.9%WELL0.3%

0.9%EQIX0.1%

0.9%AMT0.1%

0.9%DLR0.1%

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

All Three

5Y3 funds

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AUSAF	The 2023 ETF Series Trust - Atlas America FundRead Desk	0.94%	2.43%	−0.1%	+2.8%	+3.6%	new	new	−4.4%	$16M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AUSAF	The 2023 ETF Series Trust - Atlas America FundRead Desk	0.94%	2.43%	−0.1%	+2.8%	+3.6%	new	new	−4.4%	$16M

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

USAF vs IWB

USAF

The 2023 ETF Series Trust - Atlas America Fund

[…]

IWB

iShares Russell 1000

$16,575

MeasureUSAFIWB

Fee0.94%0.15%

Cost on $10k a year$94$15

Yield2.43%0.95%

5 years, per year[…]+10.6%

3 years, per year[…]+21.6%

Worst drop · 1Y−4.4%−8.9%

Volatility · 1Y5.8%13.6%

3–1measures won
USAF 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$59.1B

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: USAF, IWB, VUG

Today

52.0%most shared, IWB and VUG

USAFIWBVUG

USAF—0.8%0.7%

IWB0.8%—52.0%

VUG0.7%52.0%—

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

Income After Fees on $10,000

$149most kept, USAF

USAF$243 − $94 = $149

IWB$95 − $15 = $80

VUG$42 − $3 = $39

KeptFee

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