CGUS vs IWB

ACGUS

BIWB

Measures won0–5IWB wins · of 6 · 5Y

$10,000 · 5Y$16,543IWB

Lowest cost0.15%IWB · $15 on $10k

Most income0.95%IWB · $95 on $10k

Smallest drop−8.9%IWB · worst fall in 1Y

Held in common41.1%CGUS and IWB

CGUS

IWB

Capital Group Core Equity ETF · $12.3BiShares Russell 1000 ETF · $48.5B

+21.4%3 years · per year$17,883 · $18,083+21.8%

[…]5 years · per year[…] · $16,543+10.6%

0.33%Expense ratio$33 · $15 on $10k · lower wins0.15%

0.86%12-mo yield$86 · $95 on $10k0.95%

−9.6%Worst dropSmaller wins−8.9%

14.1%VolatilityLower wins13.6%

0–5IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGUS · IWB

7.0%NVDA6.6%

7.4%MSFT5.8%

5.4%AMZN3.6%

2.4%AAPL7.1%

Held in common41.1%

End-of-day Nov 5, 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%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
2	ACGUS	Capital Group Core Equity ETFRead Desk		0.33%	0.86%	−4.4%	+7.4%	+8.5%	+21.4%	new	−9.6%	$12.3B

End-of-day Nov 5, 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%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
2	ACGUS	Capital Group Core Equity ETFRead Desk		0.33%	0.86%	−4.4%	+7.4%	+8.5%	+21.4%	new	−9.6%	$12.3B

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

Cards for this view

CGUS vs IWB

CGUS

Capital Group Core Equity

[…]

IWB

iShares Russell 1000

$16,543

MeasureCGUSIWB

Fee0.33%0.15%

Cost on $10k a year$33$15

Yield0.86%0.95%

5 years, per year[…]+10.6%

3 years, per year+21.4%+21.8%

Worst drop · 1Y−9.6%−8.9%

Volatility · 1Y14.1%13.6%

5–0measures won
IWB first

41.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CGUS, IWB

Today

41.1%most shared, CGUS and IWB

CGUSIWB

CGUS—41.1%

IWB41.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

CGUS$86 − $33 = $53

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee