USPX vs IWF

AUSPX

BIWF

Measures won6–0USPX wins · of 6 · 5Y

$10,000 · 5Y$17,172USPX · IWF $15,441

Lowest cost0.03%USPX · $3 on $10k

Most income1.07%USPX · $107 on $10k

Smallest drop−9.1%USPX · worst fall in 1Y

Held in common55.9%USPX and IWF

USPX

IWF

Franklin U.S. Equity Index ETF · $2.0BiShares Russell 1000 Growth ETF · $113B

+21.8%3 years · per year$18,060 · $17,022+19.4%

+11.4%5 years · per year$17,172 · $15,442+9.1%

0.03%Expense ratio$3 · $18 on $10k · lower wins0.18%

1.07%12-mo yield$107 · $39 on $10k0.39%

−9.1%Worst dropSmaller wins−14.6%

13.7%VolatilityLower wins19.4%

6–0USPX wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSPX · IWF

8.0%AAPL9.0%

6.7%NVDA14.1%

6.3%MSFT6.6%

2.6%GOOGL5.5%

Held in common55.9%

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	AUSPX	Franklin U.S. Equity Index ETFRead Desk		0.03%	1.07%	+0.4%	+8.3%	+9.0%	+21.8%	+11.4%	−9.1%	$2.0B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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	AUSPX	Franklin U.S. Equity Index ETFRead Desk		0.03%	1.07%	+0.4%	+8.3%	+9.0%	+21.8%	+11.4%	−9.1%	$2.0B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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

USPX vs IWF

USPX

Franklin U.S. Equity Index

$17,172

IWF

iShares Russell 1000 Growth

$15,442

MeasureUSPXIWF

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield1.07%0.39%

5 years, per year+11.4%+9.1%

3 years, per year+21.8%+19.4%

Worst drop · 1Y−9.1%−14.6%

Volatility · 1Y13.7%19.4%

6–0measures won
USPX first

55.9%

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: USPX, IWF

Today

55.9%most shared, USPX and IWF

USPXIWF

USPX—55.9%

IWF55.9%—

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

Income After Fees on $10,000

$104most kept, USPX

USPX$107 − $3 = $104

IWF$39 − $18 = $21

KeptFee

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