DYNF vs IWB

ADYNF

BIWB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,398DYNF · IWB $16,575

Lowest cost0.15%IWB · $15 on $10k

Most income0.95%IWB · $95 on $10k

Smallest drop−8.7%DYNF · worst fall in 1Y

Held in common67.8%DYNF and IWB

DYNF

IWB

iShares U.S. Equity Factor Rotation Active ETF · $40.4BiShares Russell 1000 ETF · $46.4B

+24.7%3 years · per year$19,385 · $17,966+21.6%

+13.0%5 years · per year$18,398 · $16,575+10.6%

0.26%Expense ratio$26 · $15 on $10k · lower wins0.15%

0.87%12-mo yield$87 · $95 on $10k0.95%

−8.7%Worst dropSmaller wins−8.9%

14.5%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDYNF · IWB

8.2%AAPL7.1%

6.9%NVDA6.6%

5.1%MSFT5.8%

4.4%AMZN3.6%

Held in common67.8%

End-of-day Nov 6, 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	ADYNF	iShares U.S. Equity Factor Rotation Active ETFRead Desk		0.26%	0.87%	+0.3%	+7.6%	+8.4%	+24.7%	+13.0%	−8.7%	$40.4B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADYNF	iShares U.S. Equity Factor Rotation Active ETFRead Desk		0.26%	0.87%	+0.3%	+7.6%	+8.4%	+24.7%	+13.0%	−8.7%	$40.4B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DYNF vs IWB

DYNF

iShares U.S. Equity Factor Rotation Active

$18,398

IWB

iShares Russell 1000

$16,575

MeasureDYNFIWB

Fee0.26%0.15%

Cost on $10k a year$26$15

Yield0.87%0.95%

5 years, per year+13.0%+10.6%

3 years, per year+24.7%+21.6%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y14.5%13.6%

3–2measures won
DYNF first

67.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DYNF, IWB

Today

67.8%most shared, DYNF and IWB

DYNFIWB

DYNF—67.8%

IWB67.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

DYNF$87 − $26 = $61

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee