AESR vs IWB

AAESR

BIWB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,413AESR · IWB $17,090

Lowest cost0.15%IWB · $15 on $10k

Most income20.56%AESR · $2,056 on $10k

Smallest drop−8.9%IWB · worst fall in 1Y

Held in common1.4%AESR and IWB

AESR

IWB

Anfield U.S. Equity Sector Rotation ETF · $243MiShares Russell 1000 ETF · $47.8B

+26.3%3 years · per year$20,127 · $18,957+23.8%

+11.7%5 years · per year$17,413 · $17,090+11.3%

0.97%Expense ratio$97 · $15 on $10k · lower wins0.15%

20.56%12-mo yield$2,056 · $92 on $10k0.92%

−9.8%Worst dropSmaller wins−8.9%

19.8%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAESR · IWB

0.8%MPC0.2%

0.5%DELL0.2%

0.7%VLO0.2%

0.8%PSX0.2%

Held in common1.4%

End-of-day Nov 3, 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	AAESR	Anfield U.S. Equity Sector Rotation ETFRead Desk		0.97%	20.56%	+1.0%	+12.0%	+10.7%	+26.3%	+11.7%	−9.8%	$243M
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.92%	+0.3%	+11.3%	+11.6%	+23.8%	+11.3%	−8.9%	$47.8B

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

Both

5Y2 funds

#			Trend
1	AAESR	Anfield U.S. Equity Sector Rotation ETFRead Desk		0.97%	20.56%	+1.0%	+12.0%	+10.7%	+26.3%	+11.7%	−9.8%	$243M
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.92%	+0.3%	+11.3%	+11.6%	+23.8%	+11.3%	−8.9%	$47.8B

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

Cards for this view

AESR vs IWB

AESR

Anfield U.S. Equity Sector Rotation

$17,413

IWB

iShares Russell 1000

$17,091

MeasureAESRIWB

Fee0.97%0.15%

Cost on $10k a year$97$15

Yield20.56%0.92%

5 years, per year+11.7%+11.3%

3 years, per year+26.3%+23.8%

Worst drop · 1Y−9.8%−8.9%

Volatility · 1Y19.8%12.8%

3–3measures won
level

1.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: AESR, IWB

Today

1.4%most shared, AESR and IWB

AESRIWB

AESR—1.4%

IWB1.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,959most kept, AESR

AESR$2,056 − $97 = $1,959

IWB$92 − $15 = $77

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee