EPS vs IWB

AEPS

BIWB

Measures won5–1EPS wins · of 6 · 5Y

$10,000 · 5Y$18,029EPS · IWB $17,459

Lowest cost0.08%EPS · $8 on $10k

Most income1.12%EPS · $112 on $10k

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

Held in common73.3%EPS and IWB

EPS

IWB

WisdomTree U.S. LargeCap Fund · $1.6BiShares Russell 1000 ETF · $48.5B

+23.7%3 years · per year$18,913 · $19,023+23.9%

+12.5%5 years · per year$18,029 · $17,459+11.8%

0.08%Expense ratio$8 · $15 on $10k · lower wins0.15%

1.12%12-mo yield$112 · $91 on $10k0.91%

−8.4%Worst dropSmaller wins−8.9%

12.4%VolatilityLower wins12.9%

5–1EPS wins

$10,000 · 5 yearsOne scale

Shared top holdingsEPS · IWB

7.1%NVDA6.9%

6.0%AAPL6.9%

4.7%MSFT5.5%

5.6%AMZN3.5%

Held in common73.3%

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	AEPS	WisdomTree U.S. LargeCap FundRead Desk		0.08%	1.12%	+1.8%	+14.2%	+15.6%	+23.7%	+12.5%	−8.4%	$1.6B
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	AEPS	WisdomTree U.S. LargeCap FundRead Desk		0.08%	1.12%	+1.8%	+14.2%	+15.6%	+23.7%	+12.5%	−8.4%	$1.6B
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

EPS vs IWB

EPS

WisdomTree U.S. LargeCap Fund

$18,029

IWB

iShares Russell 1000

$17,459

MeasureEPSIWB

Fee0.08%0.15%

Cost on $10k a year$8$15

Yield1.12%0.91%

5 years, per year+12.5%+11.8%

3 years, per year+23.7%+23.9%

Worst drop · 1Y−8.4%−8.9%

Volatility · 1Y12.4%12.9%

5–1measures won
EPS first

73.3%

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: EPS, IWB

Today

73.3%most shared, EPS and IWB

EPSIWB

EPS—73.3%

IWB73.3%—

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

Income After Fees on $10,000

$104most kept, EPS

EPS$112 − $8 = $104

IWB$91 − $15 = $76

KeptFee

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