CDL vs IWB

ACDL

BIWB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,459IWB · CDL $16,692

Lowest cost0.15%IWB · $15 on $10k

Most income3.00%CDL · $300 on $10k

Smallest drop−7.9%CDL · worst fall in 1Y

Held in common10.9%CDL and IWB

CDL

IWB

VictoryShares US Large Cap High Div Volatility Wtd ETF · $408MiShares Russell 1000 ETF · $48.5B

+20.3%3 years · per year$17,409 · $19,023+23.9%

+10.8%5 years · per year$16,692 · $17,459+11.8%

0.38%Expense ratio$38 · $15 on $10k · lower wins0.15%

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

−7.9%Worst dropSmaller wins−8.9%

11.0%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsCDL · IWB

1.0%XOM1.0%

1.1%ABBV0.7%

1.1%CVX0.6%

1.4%PG0.5%

Held in common10.9%

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk		0.38%	3.00%	+1.8%	+22.2%	+25.6%	+20.3%	+10.8%	−7.9%	$408M

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk		0.38%	3.00%	+1.8%	+22.2%	+25.6%	+20.3%	+10.8%	−7.9%	$408M

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

CDL vs IWB

CDL

VictoryShares US Large Cap High Div Volatility Wtd

$16,692

IWB

iShares Russell 1000

$17,459

MeasureCDLIWB

Fee0.38%0.15%

Cost on $10k a year$38$15

Yield3.00%0.91%

5 years, per year+10.8%+11.8%

3 years, per year+20.3%+23.9%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y11.0%12.9%

3–3measures won
level

10.9%

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: CDL, IWB

Today

10.9%most shared, CDL and IWB

CDLIWB

CDL—10.9%

IWB10.9%—

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

Income After Fees on $10,000

$262most kept, CDL

CDL$300 − $38 = $262

IWB$91 − $15 = $76

KeptFee

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