XOEX vs IWF

AXOEX

BIWF

Measures won4–1XOEX wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF

Lowest cost0.15%XOEX · $15 on $10k

Most income1.48%XOEX · $148 on $10k

Smallest drop−7.3%XOEX · worst fall in 1Y

Held in common14.7%XOEX and IWF

XOEX

IWF

Xtrackers S&P 100 Ex Top 20 ETF · $280MiShares Russell 1000 Growth ETF · $113B

+19.2%3 years · per year$16,926 · $17,022+19.4%

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

0.15%Expense ratio$15 · $18 on $10k · lower wins0.18%

1.48%12-mo yield$148 · $39 on $10k0.39%

−7.3%Worst dropSmaller wins−14.6%

11.8%VolatilityLower wins19.4%

4–1XOEX wins

$10,000 · 5 yearsOne scale

Shared top holdingsXOEX · IWF

3.6%MA1.8%

2.4%PLTR1.1%

2.2%GE1.1%

1.8%NFLX0.9%

Held in common14.7%

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	AXOEX	Xtrackers S&P 100 Ex Top 20 ETFRead Desk		0.15%	1.48%	−0.3%	+10.5%	+14.4%	+19.2%	new	−7.3%	$280M

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%	$112.9B
2	AXOEX	Xtrackers S&P 100 Ex Top 20 ETFRead Desk		0.15%	1.48%	−0.3%	+10.5%	+14.4%	+19.2%	new	−7.3%	$280M

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

XOEX vs IWF

XOEX

Xtrackers S&P 100 Ex Top 20

[…]

IWF

iShares Russell 1000 Growth

$15,442

MeasureXOEXIWF

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.48%0.39%

5 years, per year[…]+9.1%

3 years, per year+19.2%+19.4%

Worst drop · 1Y−7.3%−14.6%

Volatility · 1Y11.8%19.4%

4–1measures won
XOEX first

14.7%

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$59.1B

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: XOEX, IWF

Today

14.7%most shared, XOEX and IWF

XOEXIWF

XOEX—14.7%

IWF14.7%—

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

Income After Fees on $10,000

$133most kept, XOEX

XOEX$148 − $15 = $133

IWF$39 − $18 = $21

KeptFee

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