APUE vs IWB

AAPUE

BIWB

Measures won2–3IWB wins · of 6 · 5Y

$10,000 · 5Y$16,543IWB

Lowest cost0.15%IWB · $15 on $10k

Most income0.95%IWB · $95 on $10k

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

Held in common84.8%APUE and IWB

APUE

IWB

ActivePassive U.S. Equity ETF · $2.5BiShares Russell 1000 ETF · $48.5B

+21.9%3 years · per year$18,130 · $18,083+21.8%

[…]5 years · per year[…] · $16,543+10.6%

0.31%Expense ratio$31 · $15 on $10k · lower wins0.15%

0.76%12-mo yield$76 · $95 on $10k0.95%

−9.0%Worst dropSmaller wins−8.9%

13.5%VolatilityLower wins13.6%

2–3IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsAPUE · IWB

7.0%AAPL7.1%

6.3%NVDA6.6%

5.7%MSFT5.8%

3.6%AMZN3.6%

Held in common84.8%

End-of-day Nov 5, 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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
2	AAPUE	ActivePassive U.S. Equity ETFRead Desk		0.31%	0.76%	−4.2%	+8.9%	+11.1%	+21.9%	new	−9.0%	$2.5B

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

Both

5Y2 funds

#			Trend
1	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
2	AAPUE	ActivePassive U.S. Equity ETFRead Desk		0.31%	0.76%	−4.2%	+8.9%	+11.1%	+21.9%	new	−9.0%	$2.5B

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

Cards for this view

APUE vs IWB

APUE

ActivePassive U.S. Equity

[…]

IWB

iShares Russell 1000

$16,543

MeasureAPUEIWB

Fee0.31%0.15%

Cost on $10k a year$31$15

Yield0.76%0.95%

5 years, per year[…]+10.6%

3 years, per year+21.9%+21.8%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y13.5%13.6%

3–2measures won
IWB first

84.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: APUE, IWB

Today

84.8%most shared, APUE and IWB

APUEIWB

APUE—84.8%

IWB84.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

APUE$76 − $31 = $45

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee