DEMZ vs IWB

ADEMZ

BIWB

Measures won2–4IWB wins · of 6 · 5Y

$10,000 · 5Y$17,912DEMZ · IWB $17,459

Lowest cost0.15%IWB · $15 on $10k

Most income0.91%IWB · $91 on $10k

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

Held in common25.4%DEMZ and IWB

DEMZ

IWB

Democratic Large Cap Core ETF · $69MiShares Russell 1000 ETF · $48.5B

+24.7%3 years · per year$19,377 · $19,023+23.9%

+12.4%5 years · per year$17,912 · $17,459+11.8%

0.45%Expense ratio$45 · $15 on $10k · lower wins0.15%

0.86%12-mo yield$86 · $91 on $10k0.91%

−12.3%Worst dropSmaller wins−8.9%

14.8%VolatilityLower wins12.9%

2–4IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsDEMZ · IWB

5.2%MSFT5.5%

4.9%AAPL6.9%

4.7%NVDA6.9%

4.0%GOOGL2.3%

Held in common25.4%

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	ADEMZ	Democratic Large Cap Core ETFRead Desk		0.45%	0.86%	+2.0%	+13.8%	+13.7%	+24.7%	+12.4%	−12.3%	$69M
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B

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	ADEMZ	Democratic Large Cap Core ETFRead Desk		0.45%	0.86%	+2.0%	+13.8%	+13.7%	+24.7%	+12.4%	−12.3%	$69M
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B

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

DEMZ vs IWB

DEMZ

Democratic Large Cap Core

$17,912

IWB

iShares Russell 1000

$17,459

MeasureDEMZIWB

Fee0.45%0.15%

Cost on $10k a year$45$15

Yield0.86%0.91%

5 years, per year+12.4%+11.8%

3 years, per year+24.7%+23.9%

Worst drop · 1Y−12.3%−8.9%

Volatility · 1Y14.8%12.9%

3–2measures won
IWB first

25.4%

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: DEMZ, IWB

Today

25.4%most shared, DEMZ and IWB

DEMZIWB

DEMZ—25.4%

IWB25.4%—

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

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

DEMZ$86 − $45 = $41

KeptFee

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