CFA vs IWB

ACFA

BIWB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,459IWB · CFA $14,893

Lowest cost0.15%IWB · $15 on $10k

Most income1.19%CFA · $119 on $10k

Smallest drop−7.1%CFA · worst fall in 1Y

Held in common38.2%CFA and IWB

CFA

IWB

VictoryShares US 500 Volatility Wtd ETF · $538MiShares Russell 1000 ETF · $48.5B

+18.0%3 years · per year$16,423 · $19,023+23.9%

+8.3%5 years · per year$14,893 · $17,459+11.8%

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

1.19%12-mo yield$119 · $91 on $10k0.91%

−7.1%Worst dropSmaller wins−8.9%

10.6%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsCFA · IWB

0.5%BRK-B1.5%

0.4%PG0.5%

0.3%KO0.5%

0.3%COST0.6%

Held in common38.2%

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	ACFA	VictoryShares US 500 Volatility Wtd ETFRead Desk		0.38%	1.19%	+1.6%	+14.3%	+16.6%	+18.0%	+8.3%	−7.1%	$538M

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	ACFA	VictoryShares US 500 Volatility Wtd ETFRead Desk		0.38%	1.19%	+1.6%	+14.3%	+16.6%	+18.0%	+8.3%	−7.1%	$538M

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

CFA vs IWB

CFA

VictoryShares US 500 Volatility Wtd

$14,893

IWB

iShares Russell 1000

$17,459

MeasureCFAIWB

Fee0.38%0.15%

Cost on $10k a year$38$15

Yield1.19%0.91%

5 years, per year+8.3%+11.8%

3 years, per year+18.0%+23.9%

Worst drop · 1Y−7.1%−8.9%

Volatility · 1Y10.6%12.9%

3–3measures won
level

38.2%

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: CFA, IWB

Today

38.2%most shared, CFA and IWB

CFAIWB

CFA—38.2%

IWB38.2%—

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

Income After Fees on $10,000

$81most kept, CFA

CFA$119 − $38 = $81

IWB$91 − $15 = $76

KeptFee

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