CDL vs IWB

ACDL

BIWB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,575IWB · CDL $16,213

Lowest cost0.03%VUG · $3 on $10k

Most income3.23%CDL · $323 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 · $413MiShares Russell 1000 ETF · $46.6B

+18.8%3 years · per year$16,786 · $17,966+21.6%

+10.1%5 years · per year$16,213 · $16,575+10.6%

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

3.23%12-mo yield$323 · $95 on $10k0.95%

−7.9%Worst dropSmaller wins−8.9%

11.1%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCDL · IWB

1.0%XOM1.0%

1.1%ABBV0.7%

1.1%CVX0.6%

1.5%PG0.6%

Held in common10.9%

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

All Three

5Y3 funds

#
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	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.23%	−1.1%	+19.1%	+22.2%	+18.8%	+10.1%	−7.9%	$413M
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

All Three

5Y3 funds

#
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	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.23%	−1.1%	+19.1%	+22.2%	+18.8%	+10.1%	−7.9%	$413M
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

CDL vs IWB

CDL

VictoryShares US Large Cap High Div Volatility Wtd

$16,213

IWB

iShares Russell 1000

$16,575

MeasureCDLIWB

Fee0.38%0.15%

Cost on $10k a year$38$15

Yield3.23%0.95%

5 years, per year+10.1%+10.6%

3 years, per year+18.8%+21.6%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y11.1%13.6%

3–3measures won
level

10.9%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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

Overlap: CDL, IWB, VUG

Today

52.0%most shared, IWB and VUG

CDLIWBVUG

CDL—10.9%0.5%

IWB10.9%—52.0%

VUG0.5%52.0%—

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

Income After Fees on $10,000

$285most kept, CDL

CDL$323 − $38 = $285

IWB$95 − $15 = $80

VUG$42 − $3 = $39

KeptFee

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