XLSR vs IWF

AXLSR

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,559IWF · XLSR $15,519

Lowest cost0.18%IWF · $18 on $10k

Most income0.40%XLSR · $40 on $10k

Smallest drop−11.1%XLSR · worst fall in 1Y

Held in common21.9%XLSR and IWF

XLSR

IWF

State Street US Sector Rotation ETF · $1.1BiShares Russell 1000 Growth ETF · $121B

+19.0%3 years · per year$16,861 · $18,310+22.3%

+9.2%5 years · per year$15,519 · $16,559+10.6%

0.70%Expense ratio$70 · $18 on $10k · lower wins0.18%

0.40%12-mo yield$40 · $37 on $10k0.37%

−11.1%Worst dropSmaller wins−15.6%

13.8%VolatilityLower wins18.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsXLSR · IWF

3.8%NVDA15.1%

3.7%AAPL8.1%

3.6%GOOGL5.1%

2.9%GOOG4.1%

Held in common21.9%

End-of-day Nov 4, 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%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	AXLSR	State Street US Sector Rotation ETFRead Desk		0.70%	0.40%	+2.1%	+6.8%	+8.2%	+19.0%	+9.2%	−11.1%	$1.1B

End-of-day Nov 4, 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%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	AXLSR	State Street US Sector Rotation ETFRead Desk		0.70%	0.40%	+2.1%	+6.8%	+8.2%	+19.0%	+9.2%	−11.1%	$1.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLSR vs IWF

XLSR

US Sector Rotation

$15,519

IWF

iShares Russell 1000 Growth

$16,559

MeasureXLSRIWF

Fee0.70%0.18%

Cost on $10k a year$70$18

Yield0.40%0.37%

5 years, per year+9.2%+10.6%

3 years, per year+19.0%+22.3%

Worst drop · 1Y−11.1%−15.6%

Volatility · 1Y13.8%18.3%

3–2measures won
IWF first

21.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: XLSR, IWF

Today

21.9%most shared, XLSR and IWF

XLSRIWF

XLSR—21.9%

IWF21.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$19most kept, IWF

IWF$37 − $18 = $19

XLSR$40 − $70 = −$30

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee