WLTG vs IWF

AWLTG

BIWF

Measures won4–1WLTG wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF

Lowest cost0.18%IWF · $18 on $10k

Most income4.21%WLTG · $421 on $10k

Smallest drop−9.6%WLTG · worst fall in 1Y

Held in common19.4%WLTG and IWF

WLTG

IWF

WealthTrust DBS Long Term Growth ETF · $74MiShares Russell 1000 Growth ETF · $115B

+22.1%3 years · per year$18,210 · $17,022+19.4%

[…]5 years · per year[…] · $15,442+9.1%

0.77%Expense ratio$77 · $18 on $10k · lower wins0.18%

4.21%12-mo yield$421 · $39 on $10k0.39%

−9.6%Worst dropSmaller wins−14.6%

13.9%VolatilityLower wins19.4%

4–1WLTG wins

$10,000 · 5 yearsOne scale

Shared top holdingsWLTG · IWF

4.3%LLY3.6%

3.4%NVDA14.1%

3.3%META3.6%

2.2%MSFT6.6%

Held in common19.4%

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	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
2	AWLTG	WealthTrust DBS Long Term Growth ETFRead Desk		0.77%	4.21%	+0.3%	+5.1%	+7.2%	+22.1%	new	−9.6%	$74M

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	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
2	AWLTG	WealthTrust DBS Long Term Growth ETFRead Desk		0.77%	4.21%	+0.3%	+5.1%	+7.2%	+22.1%	new	−9.6%	$74M

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

WLTG vs IWF

WLTG

WealthTrust DBS Long Term Growth

[…]

IWF

iShares Russell 1000 Growth

$15,442

MeasureWLTGIWF

Fee0.77%0.18%

Cost on $10k a year$77$18

Yield4.21%0.39%

5 years, per year[…]+9.1%

3 years, per year+22.1%+19.4%

Worst drop · 1Y−9.6%−14.6%

Volatility · 1Y13.9%19.4%

4–1measures won
WLTG first

19.4%

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: WLTG, IWF

Today

19.4%most shared, WLTG and IWF

WLTGIWF

WLTG—19.4%

IWF19.4%—

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

Income After Fees on $10,000

$344most kept, WLTG

WLTG$421 − $77 = $344

IWF$39 − $18 = $21

KeptFee

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