ZDIS vs IUSG

AZDIS

BIUSG

Measures won0–2IUSG wins · of 6 · 5Y

$10,000 · 5Y$17,623IUSG · IWF $16,559

Lowest cost0.04%IUSG · $4 on $10k

Most income0.49%IUSG · $49 on $10k

Smallest drop−13.0%IUSG · worst fall in 1Y

Held in common15.6%ZDIS and IUSG

ZDIS

IUSG

VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETF · $60MiShares Core S&P U.S. Growth ETF · $32.6B

[…]3 years · per year[…] · $20,612+27.3%

[…]5 years · per year[…] · $17,623+12.0%

0.75%Expense ratio$75 · $4 on $10k · lower wins0.04%

0.00%12-mo yield$0 · $49 on $10k0.49%

[…]Worst dropSmaller wins−13.0%

[…]VolatilityLower wins18.2%

0–2IUSG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsZDIS · IUSG

8.8%NVDA13.6%

3.5%AMZN3.6%

9.5%TSLA1.9%

4.0%CRWD0.7%

Held in common15.6%

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

All Three

5Y3 funds

#
1	BIUSG	iShares Core S&P U.S. Growth ETFRead Desk	0.04%	0.49%	+1.2%	+11.1%	+9.5%	+27.3%	+12.0%	−13.0%	$32.6B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	AZDIS	VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFRead Desk	0.75%	0.00%	−1.3%	new	new	new	new	[…]	$60M

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

All Three

5Y3 funds

#
1	BIUSG	iShares Core S&P U.S. Growth ETFRead Desk	0.04%	0.49%	+1.2%	+11.1%	+9.5%	+27.3%	+12.0%	−13.0%	$32.6B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	AZDIS	VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFRead Desk	0.75%	0.00%	−1.3%	new	new	new	new	[…]	$60M

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

ZDIS vs IUSG

ZDIS

VIRTUS ZEVENBERGEN DISCOVERY GROWTH

[…]

IUSG

iShares Core S&P U.S. Growth

$17,623

MeasureZDISIUSG

Fee0.75%0.04%

Cost on $10k a year$75$4

Yield0.00%0.49%

5 years, per year[…]+12.0%

3 years, per year[…]+27.3%

Worst drop · 1Y[…]−13.0%

Volatility · 1Y[…]18.2%

2–0measures won
IUSG first

15.6%

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: ZDIS, IUSG, IWF

Today

73.5%most shared, IUSG and IWF

ZDISIUSGIWF

ZDIS—15.6%15.7%

IUSG15.6%—73.5%

IWF15.7%73.5%—

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

Income After Fees on $10,000

$45most kept, IUSG

IUSG$49 − $4 = $45

IWF$37 − $18 = $19

ZDIS$0 − $75 = −$75

KeptFee

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