DHLX vs IWB

ADHLX

BIWB

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,664IWB

Lowest cost0.15%IWB · $15 on $10k

Most income0.92%IWB · $92 on $10k

Smallest drop−8.4%DHLX · worst fall in 1Y

Held in common19.4%DHLX and IWB

DHLX

IWB

Diamond Hill Large Cap Concentrated ETF · $74MiShares Russell 1000 ETF · $48.1B

[…]3 years · per year[…] · $17,800+21.2%

[…]5 years · per year[…] · $16,664+10.8%

0.55%Expense ratio$55 · $15 on $10k · lower wins0.15%

0.87%12-mo yield$87 · $92 on $10k0.92%

−8.4%

End-of-day Nov 13, 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%	0.92%	−0.4%	+11.3%	+11.3%	+21.2%	+10.8%	−8.9%	$48.1B
2	ADHLX	Diamond Hill Large Cap Concentrated ETFRead Desk		0.55%	0.87%	+0.4%	+8.8%	+11.3%	new	new	−8.4%	$74M

End-of-day Nov 13, 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%	0.92%	−0.4%	+11.3%	+11.3%	+21.2%	+10.8%	−8.9%	$48.1B
2	ADHLX	Diamond Hill Large Cap Concentrated ETFRead Desk		0.55%	0.87%	+0.4%	+8.8%	+11.3%	new	new	−8.4%	$74M

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DHLX vs IWB

DHLX

Diamond Hill Large Cap Concentrated

[…]

IWB

iShares Russell 1000

$16,664

MeasureDHLXIWB

Fee0.55%0.15%

Cost on $10k a year$55$15

Yield0.87%0.92%

5 years, per year[…]+10.8%

3 years, per year[…]+21.2%

Worst drop · 1Y−8.4%−8.9%

Volatility · 1Y11.7%13.8%

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DHLX vs IWB

Both

Both

$10,000 in DHLX, IWB

Overlap: DHLX, IWB

DHLX vs IWB

SCHD vs VIG

JEPQ vs JEPI

SPYM vs SPY

Overlap: DHLX, IWB

Income After Fees on $10,000