APUE vs IWB5YAPUEAPUEAvsBIWBIWBActivePassive U.S. Equity ETF · $2.4BiShares Russell 1000 ETF · $48.3BReturns · dividends in+21.4%3 years · per year$17,902 · $17,870+21.3%[…]5 years · per year[…] · $16,772+10.9%Cost and income0.31%Expense ratio$31 · $15 on $10k · lower wins0.15%0.74%12-mo yield$74 · $92 on $10k0.92%
Overlap: APUE, IWB, VUGToday83.9%most shared, APUE and IWBAPUEIWBVUGAPUE—83.9%49.2%IWB83.9%—51.8%VUG49.2%51.8%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
APUE vs IWB5YAAPUEActivePassive U.S. Equity[…]vsIWBBiShares Russell 1000$16,772MeasureAPUEIWBFee0.31%0.15%Cost on $10k a year$31$15Yield0.74%0.92%5 years, per year[…]+10.9%3 years, per year+21.4%+21.3%Worst drop · 1Y−9.0%−8.9%Volatility · 1Y13.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIWBiShares Russell 1000 ETFReadDesk0.15%0.92%−0.4%+11.7%+11.8%+21.3%+10.9%−8.9%$48.3B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.2%+4.9%+3.5%+22.1%+10.3%−15.1%$232.9B3AAPUEActivePassive U.S. Equity ETFReadDesk0.31%0.74%−0.5%+12.2%+13.0%+21.4%new−9.0%$2.4BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIWBiShares Russell 1000 ETFReadDesk0.15%0.92%−0.4%+11.7%+11.8%+21.3%+10.9%−8.9%$48.3B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.2%+4.9%+3.5%+22.1%+10.3%−15.1%$232.9B3AAPUEActivePassive U.S. Equity ETFReadDesk0.31%0.74%−0.5%+12.2%+13.0%+21.4%new−9.0%$2.4BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+4.9%vsBSSCHGSchwab+5.6%Jan 1Nov 12+4.9%+5.6%+4.9%Year to date+5.6%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: APUE, IWB, VUGToday83.9%most shared, APUE and IWBAPUEIWBVUGAPUE—83.9%49.2%IWB83.9%—51.8%VUG49.2%51.8%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$77most kept, IWBIWB$92 − $15 = $77APUE$74 − $31 = $43VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee