VUG vs IWB

AVUG

BIWB

Measures won2–4IWB wins · of 6 · 5Y

$10,000 · 5Y$16,575IWB · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income0.95%IWB · $95 on $10k

Smallest drop−8.9%IWB · worst fall in 1Y

Held in common52.0%VUG and IWB

VUG

IWB

Vanguard Morningstar Growth ETF · $233BiShares Russell 1000 ETF · $46.6B

+22.6%3 years · per year$18,415 · $17,966+21.6%

+10.0%5 years · per year$16,124 · $16,575+10.6%

0.03%Expense ratio$3 · $15 on $10k · lower wins0.15%

0.42%12-mo yield$42 · $95 on $10k0.95%

−15.1%Worst dropSmaller wins−8.9%

19.0%VolatilityLower wins13.6%

2–4IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsVUG · IWB

12.5%AAPL7.1%

13.5%NVDA6.6%

9.7%MSFT5.8%

4.3%AMZN3.6%

Held in common52.0%

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.6B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.6B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

VUG vs IWB

VUG

Vanguard Morningstar Growth

$16,124

IWB

iShares Russell 1000

$16,575

MeasureVUGIWB

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield0.42%0.95%

5 years, per year+10.0%+10.6%

3 years, per year+22.6%+21.6%

Worst drop · 1Y−15.1%−8.9%

Volatility · 1Y19.0%13.6%

4–2measures won
IWB first

52.0%

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: VUG, IWB

Today

52.0%most shared, VUG and IWB

VUGIWB

VUG—52.0%

IWB52.0%—

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

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

VUG$42 − $3 = $39

KeptFee

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