VSLU vs IWF

AVSLU

BIWF

Measures won5–1VSLU wins · of 6 · 5Y

$10,000 · 5Y$18,347VSLU · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income0.42%VSLU · $42 on $10k

Smallest drop−9.2%VSLU · worst fall in 1Y

Held in common55.8%VSLU and IWF

VSLU

IWF

Applied Finance Valuation Large Cap ETF · $579MiShares Russell 1000 Growth ETF · $115B

+22.8%3 years · per year$18,501 · $17,022+19.4%

+12.9%5 years · per year$18,347 · $15,442+9.1%

0.49%Expense ratio$49 · $18 on $10k · lower wins0.18%

0.42%12-mo yield$42 · $39 on $10k0.39%

−9.2%Worst dropSmaller wins−14.6%

13.1%VolatilityLower wins19.4%

5–1VSLU wins

$10,000 · 5 yearsOne scale

Shared top holdingsVSLU · IWF

10.5%AAPL9.0%

8.3%NVDA14.1%

8.6%MSFT6.6%

5.0%GOOGL5.5%

Held in common55.8%

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	AVSLU	Applied Finance Valuation Large Cap ETFRead Desk		0.49%	0.42%	0.0%	+9.1%	+9.5%	+22.8%	+12.9%	−9.2%	$579M
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	AVSLU	Applied Finance Valuation Large Cap ETFRead Desk		0.49%	0.42%	0.0%	+9.1%	+9.5%	+22.8%	+12.9%	−9.2%	$579M
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

VSLU vs IWF

VSLU

Applied Finance Valuation Large Cap

$18,347

IWF

iShares Russell 1000 Growth

$15,442

MeasureVSLUIWF

Fee0.49%0.18%

Cost on $10k a year$49$18

Yield0.42%0.39%

5 years, per year+12.9%+9.1%

3 years, per year+22.8%+19.4%

Worst drop · 1Y−9.2%−14.6%

Volatility · 1Y13.1%19.4%

4–1measures won
VSLU first

55.8%

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: VSLU, IWF

Today

55.8%most shared, VSLU and IWF

VSLUIWF

VSLU—55.8%

IWF55.8%—

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

VSLU$42 − $49 = −$7

KeptFee

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