BEEZ vs IWB

ABEEZ

BIWB

Measures won1–3IWB wins · of 6 · 5Y

$10,000 · 5Y$16,575IWB

Lowest cost0.15%IWB · $15 on $10k

Most income0.95%IWB · $95 on $10k

Smallest drop−8.4%BEEZ · worst fall in 1Y

Held in common4.6%BEEZ and IWB

BEEZ

IWB

Honeytree U.S. Equity ETF · $6MiShares Russell 1000 ETF · $46.6B

[…]3 years · per year[…] · $17,966+21.6%

[…]5 years · per year[…] · $16,575+10.6%

0.64%Expense ratio$64 · $15 on $10k · lower wins0.15%

0.51%12-mo yield$51 · $95 on $10k0.95%

−8.4%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins13.6%

1–3IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsBEEZ · IWB

4.9%V1.0%

4.9%MA0.8%

4.8%COST0.7%

2.3%LRCX0.4%

Held in common4.6%

End-of-day Nov 6, 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%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.6B
2	ABEEZ	Honeytree U.S. Equity ETFRead Desk		0.64%	0.51%	0.0%	+9.5%	+9.3%	new	new	−8.4%	$6M

End-of-day Nov 6, 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%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.6B
2	ABEEZ	Honeytree U.S. Equity ETFRead Desk		0.64%	0.51%	0.0%	+9.5%	+9.3%	new	new	−8.4%	$6M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BEEZ vs IWB

BEEZ

Honeytree U.S. Equity

[…]

IWB

iShares Russell 1000

$16,575

MeasureBEEZIWB

Fee0.64%0.15%

Cost on $10k a year$64$15

Yield0.51%0.95%

5 years, per year[…]+10.6%

3 years, per year[…]+21.6%

Worst drop · 1Y−8.4%−8.9%

Volatility · 1Y13.9%13.6%

3–1measures won
IWB first

4.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: BEEZ, IWB

Today

4.6%most shared, BEEZ and IWB

BEEZIWB

BEEZ—4.6%

IWB4.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

BEEZ$51 − $64 = −$13

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee