EQTY vs IWB

AEQTY

BIWB

Measures won1–4IWB wins · of 6 · 5Y

$10,000 · 5Y$16,543IWB

Lowest cost0.15%IWB · $15 on $10k

Most income0.95%IWB · $95 on $10k

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

Held in common20.8%EQTY and IWB

EQTY

IWB

Kovitz Core Equity ETF · $1.4BiShares Russell 1000 ETF · $48.5B

+19.2%3 years · per year$16,955 · $18,083+21.8%

[…]5 years · per year[…] · $16,543+10.6%

0.99%Expense ratio$99 · $15 on $10k · lower wins0.15%

0.02%12-mo yield$2 · $95 on $10k0.95%

−11.9%Worst dropSmaller wins−8.9%

13.4%VolatilityLower wins13.6%

1–4IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsEQTY · IWB

3.9%MSFT5.8%

4.8%AMZN3.6%

3.1%META2.0%

5.4%GOOG1.9%

Held in common20.8%

End-of-day Nov 5, 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%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
2	AEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	−3.2%	+9.1%	+14.2%	+19.2%	new	−11.9%	$1.4B

End-of-day Nov 5, 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%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
2	AEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	−3.2%	+9.1%	+14.2%	+19.2%	new	−11.9%	$1.4B

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

Cards for this view

EQTY vs IWB

EQTY

Kovitz Core Equity

[…]

IWB

iShares Russell 1000

$16,543

MeasureEQTYIWB

Fee0.99%0.15%

Cost on $10k a year$99$15

Yield0.02%0.95%

5 years, per year[…]+10.6%

3 years, per year+19.2%+21.8%

Worst drop · 1Y−11.9%−8.9%

Volatility · 1Y13.4%13.6%

4–1measures won
IWB first

20.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: EQTY, IWB

Today

20.8%most shared, EQTY and IWB

EQTYIWB

EQTY—20.8%

IWB20.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

EQTY$2 − $99 = −$97

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee