AVUS vs IWB

AAVUS

BIWB

Measures won5–0AVUS wins · of 6 · 5Y

$10,000 · 5Y$17,912AVUS · IWB $17,459

Lowest cost0.15%AVUS · $15 on $10k

Most income0.93%AVUS · $93 on $10k

Smallest drop−7.8%AVUS · worst fall in 1Y

Held in common71.4%AVUS and IWB

AVUS

IWB

Avantis U.S. Equity ETF · $14.6BiShares Russell 1000 ETF · $47.8B

+24.0%3 years · per year$19,063 · $19,023+23.9%

+12.4%5 years · per year$17,912 · $17,459+11.8%

0.15%Expense ratio$15 · $15 on $10k · lower wins0.15%

0.93%12-mo yield$93 · $91 on $10k0.91%

−7.8%Worst dropSmaller wins−8.9%

12.5%VolatilityLower wins12.9%

5–0AVUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVUS · IWB

5.7%AAPL6.9%

5.3%NVDA6.9%

4.7%MSFT5.5%

3.4%AMZN3.5%

Held in common71.4%

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	AAVUS	Avantis U.S. Equity ETFRead Desk		0.15%	0.93%	+1.4%	+16.8%	+18.5%	+24.0%	+12.4%	−7.8%	$14.6B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$47.8B

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	AAVUS	Avantis U.S. Equity ETFRead Desk		0.15%	0.93%	+1.4%	+16.8%	+18.5%	+24.0%	+12.4%	−7.8%	$14.6B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$47.8B

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

AVUS vs IWB

AVUS

Avantis U.S. Equity

$17,912

IWB

iShares Russell 1000

$17,459

MeasureAVUSIWB

Fee0.15%0.15%

Cost on $10k a year$15$15

Yield0.93%0.91%

5 years, per year+12.4%+11.8%

3 years, per year+24.0%+23.9%

Worst drop · 1Y−7.8%−8.9%

Volatility · 1Y12.5%12.9%

4–0measures won
AVUS first

71.4%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: AVUS, IWB

Today

71.4%most shared, AVUS and IWB

AVUSIWB

AVUS—71.4%

IWB71.4%—

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

Income After Fees on $10,000

$78most kept, AVUS

AVUS$93 − $15 = $78

IWB$91 − $15 = $76

KeptFee

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