CMBO vs IWB

ACMBO

BIWB

Measures won3–1CMBO wins · of 6 · 5Y

$10,000 · 5Y$17,459IWB

Lowest cost0.15%IWB · $15 on $10k

Most income1.93%CMBO · $193 on $10k

Smallest drop−0.2%CMBO · worst fall in 1Y

Held in common[…]CMBO and IWB

CMBO

IWB

Wayfinder Dynamic U.S. Interest Rate ETF · $3MiShares Russell 1000 ETF · $48.5B

[…]3 years · per year[…] · $19,023+23.9%

[…]5 years · per year[…] · $17,459+11.8%

0.35%Expense ratio$35 · $15 on $10k · lower wins0.15%

1.93%12-mo yield$193 · $91 on $10k0.91%

−0.2%Worst dropSmaller wins−8.9%

0.3%VolatilityLower wins12.9%

3–1CMBO wins

$10,000 · 5 yearsOne scale

Shared top holdingsCMBO · IWB

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	ACMBO	Wayfinder Dynamic U.S. Interest Rate ETFRead Desk		0.35%	1.93%	0.0%	+3.4%	new	new	new	−0.2%	$3M

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	ACMBO	Wayfinder Dynamic U.S. Interest Rate ETFRead Desk		0.35%	1.93%	0.0%	+3.4%	new	new	new	−0.2%	$3M

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

CMBO vs IWB

CMBO

Wayfinder Dynamic U.S. Interest Rate

[…]

IWB

iShares Russell 1000

$17,459

MeasureCMBOIWB

Fee0.35%0.15%

Cost on $10k a year$35$15

Yield1.93%0.91%

5 years, per year[…]+11.8%

3 years, per year[…]+23.9%

Worst drop · 1Y−0.2%−8.9%

Volatility · 1Y0.3%12.9%

3–1measures won
CMBO first

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: CMBO, IWB

Today

[…]holdings […]

CMBOIWB

CMBO—[…]

IWB[…]—

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

Income After Fees on $10,000

$158most kept, CMBO

CMBO$193 − $35 = $158

IWB$91 − $15 = $76

KeptFee

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