AUSF vs IWB

AAUSF

BIWB

Measures won4–2AUSF wins · of 6 · 5Y

$10,000 · 5Y$19,663AUSF · IWB $17,459

Lowest cost0.15%IWB · $15 on $10k

Most income3.00%AUSF · $300 on $10k

Smallest drop−7.0%AUSF · worst fall in 1Y

Held in common18.1%AUSF and IWB

AUSF

IWB

Global X - Adaptive U.S. Factor ETF · $1.3BiShares Russell 1000 ETF · $48.5B

+22.5%3 years · per year$18,371 · $19,023+23.9%

+14.5%5 years · per year$19,663 · $17,459+11.8%

0.27%Expense ratio$27 · $15 on $10k · lower wins0.15%

3.00%12-mo yield$300 · $91 on $10k0.91%

−7.0%Worst dropSmaller wins−8.9%

10.4%VolatilityLower wins12.9%

4–2AUSF wins

$10,000 · 5 yearsOne scale

Shared top holdingsAUSF · IWB

1.8%MSFT5.5%

1.5%AAPL6.9%

1.7%BRK-B1.5%

1.5%JNJ0.9%

Held in common18.1%

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

Both

5Y2 funds

#			Trend
1	AAUSF	Global X - Adaptive U.S. Factor ETFRead Desk		0.27%	3.00%	+1.1%	+15.5%	+20.2%	+22.5%	+14.5%	−7.0%	$1.3B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B

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

Both

5Y2 funds

#			Trend
1	AAUSF	Global X - Adaptive U.S. Factor ETFRead Desk		0.27%	3.00%	+1.1%	+15.5%	+20.2%	+22.5%	+14.5%	−7.0%	$1.3B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B

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

AUSF vs IWB

AUSF

Global X - Adaptive U.S. Factor

$19,663

IWB

iShares Russell 1000

$17,459

MeasureAUSFIWB

Fee0.27%0.15%

Cost on $10k a year$27$15

Yield3.00%0.91%

5 years, per year+14.5%+11.8%

3 years, per year+22.5%+23.9%

Worst drop · 1Y−7.0%−8.9%

Volatility · 1Y10.4%12.9%

4–2measures won
AUSF first

18.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: AUSF, IWB

Today

18.1%most shared, AUSF and IWB

AUSFIWB

AUSF—18.1%

IWB18.1%—

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

Income After Fees on $10,000

$273most kept, AUSF

AUSF$300 − $27 = $273

IWB$91 − $15 = $76

KeptFee

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