EMOT vs IWB

AEMOT

BIWB

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,459IWB

Lowest cost0.15%IWB · $15 on $10k

Most income1.00%EMOT · $100 on $10k

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

Held in common25.0%EMOT and IWB

EMOT

IWB

First Trust S&P 500 Economic Moat ETF · $3MiShares Russell 1000 ETF · $48.5B

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

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

0.60%Expense ratio$60 · $15 on $10k · lower wins0.15%

1.00%12-mo yield$100 · $91 on $10k0.91%

−9.2%Worst dropSmaller wins−8.9%

12.1%VolatilityLower wins12.9%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsEMOT · IWB

2.5%MSFT5.5%

2.2%AAPL6.9%

2.0%AMZN3.5%

2.0%NVDA6.9%

Held in common25.0%

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	AEMOT	First Trust S&P 500 Economic Moat ETFRead Desk		0.60%	1.00%	+2.7%	+17.0%	+17.5%	new	new	−9.2%	$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	AEMOT	First Trust S&P 500 Economic Moat ETFRead Desk		0.60%	1.00%	+2.7%	+17.0%	+17.5%	new	new	−9.2%	$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

EMOT vs IWB

EMOT

First Trust S&P 500 Economic Moat

[…]

IWB

iShares Russell 1000

$17,459

MeasureEMOTIWB

Fee0.60%0.15%

Cost on $10k a year$60$15

Yield1.00%0.91%

5 years, per year[…]+11.8%

3 years, per year[…]+23.9%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y12.1%12.9%

2–2measures won
level

25.0%

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: EMOT, IWB

Today

25.0%most shared, EMOT and IWB

EMOTIWB

EMOT—25.0%

IWB25.0%—

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

EMOT$100 − $60 = $40

KeptFee

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