XTR vs IWF

AXTR

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,892IWF · XTR $15,228

Lowest cost0.18%IWF · $18 on $10k

Most income16.52%XTR · $1,652 on $10k

Smallest drop−8.5%XTR · worst fall in 1Y

Held in common55.4%XTR and IWF

XTR

IWF

Global X S&P 500 Tail Risk ETF · $5MiShares Russell 1000 Growth ETF · $115B

+18.0%3 years · per year$16,426 · $17,207+19.8%

+8.8%5 years · per year$15,228 · $15,892+9.7%

0.25%Expense ratio$25 · $18 on $10k · lower wins0.18%

16.52%12-mo yield$1,652 · $38 on $10k0.38%

−8.5%Worst dropSmaller wins−14.6%

12.3%VolatilityLower wins19.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsXTR · IWF

7.8%AAPL8.8%

7.0%NVDA14.3%

6.1%MSFT6.5%

2.6%GOOGL5.5%

Held in common55.4%

End-of-day Nov 9, 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%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	AXTR	Global X S&P 500 Tail Risk ETFRead Desk		0.25%	16.52%	+1.8%	+7.7%	+9.3%	+18.0%	+8.8%	−8.5%	$5M

End-of-day Nov 9, 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%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	AXTR	Global X S&P 500 Tail Risk ETFRead Desk		0.25%	16.52%	+1.8%	+7.7%	+9.3%	+18.0%	+8.8%	−8.5%	$5M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XTR vs IWF

XTR

Global X S&P 500 Tail Risk

$15,228

IWF

iShares Russell 1000 Growth

$15,892

MeasureXTRIWF

Fee0.25%0.18%

Cost on $10k a year$25$18

Yield16.52%0.38%

5 years, per year+8.8%+9.7%

3 years, per year+18.0%+19.8%

Worst drop · 1Y−8.5%−14.6%

Volatility · 1Y12.3%19.5%

3–3measures won
level

55.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: XTR, IWF

Today

55.4%most shared, XTR and IWF

XTRIWF

XTR—55.4%

IWF55.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,627most kept, XTR

XTR$1,652 − $25 = $1,627

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee