USSG vs IWF

AUSSG

BIWF

Measures won6–0USSG wins · of 6 · 5Y

$10,000 · 5Y$16,839USSG · IWF $15,441

Lowest cost0.09%USSG · $9 on $10k

Most income1.00%USSG · $100 on $10k

Smallest drop−11.2%USSG · worst fall in 1Y

Held in common54.7%USSG and IWF

USSG

IWF

Xtrackers MSCI USA Selection Equity ETF · $556MiShares Russell 1000 Growth ETF · $115B

+22.1%3 years · per year$18,197 · $17,022+19.4%

+11.0%5 years · per year$16,839 · $15,442+9.1%

0.09%Expense ratio$9 · $18 on $10k · lower wins0.18%

1.00%12-mo yield$100 · $39 on $10k0.39%

−11.2%Worst dropSmaller wins−14.6%

14.9%VolatilityLower wins19.4%

6–0USSG wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSSG · IWF

12.6%NVDA14.1%

11.4%MSFT6.6%

5.0%GOOGL5.5%

4.0%GOOG4.5%

Held in common54.7%

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	AUSSG	Xtrackers MSCI USA Selection Equity ETFRead Desk		0.09%	1.00%	+0.3%	+8.7%	+9.9%	+22.1%	+11.0%	−11.2%	$556M
2	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

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	AUSSG	Xtrackers MSCI USA Selection Equity ETFRead Desk		0.09%	1.00%	+0.3%	+8.7%	+9.9%	+22.1%	+11.0%	−11.2%	$556M
2	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

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

USSG vs IWF

USSG

Xtrackers MSCI USA Selection Equity

$16,839

IWF

iShares Russell 1000 Growth

$15,442

MeasureUSSGIWF

Fee0.09%0.18%

Cost on $10k a year$9$18

Yield1.00%0.39%

5 years, per year+11.0%+9.1%

3 years, per year+22.1%+19.4%

Worst drop · 1Y−11.2%−14.6%

Volatility · 1Y14.9%19.4%

6–0measures won
USSG first

54.7%

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: USSG, IWF

Today

54.7%most shared, USSG and IWF

USSGIWF

USSG—54.7%

IWF54.7%—

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

Income After Fees on $10,000

$91most kept, USSG

USSG$100 − $9 = $91

IWF$39 − $18 = $21

KeptFee

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