FFLC vs IWB

AFFLC

BIWB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,038FFLC · IWB $17,459

Lowest cost0.15%IWB · $15 on $10k

Most income1.01%FFLC · $101 on $10k

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

Held in common43.7%FFLC and IWB

FFLC

IWB

Fidelity Fundamental Large Cap Core ETF · $1.2BiShares Russell 1000 ETF · $48.5B

+24.5%3 years · per year$19,283 · $19,023+23.9%

+16.0%5 years · per year$21,038 · $17,459+11.8%

0.38%Expense ratio$38 · $15 on $10k · lower wins0.15%

1.01%12-mo yield$101 · $91 on $10k0.91%

−10.0%Worst dropSmaller wins−8.9%

13.8%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFFLC · IWB

8.2%NVDA6.9%

6.2%MSFT5.5%

4.5%AAPL6.9%

4.9%AMZN3.5%

Held in common43.7%

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	AFFLC	Fidelity Fundamental Large Cap Core ETFRead Desk		0.38%	1.01%	+1.8%	+11.6%	+12.5%	+24.5%	+16.0%	−10.0%	$1.2B
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	AFFLC	Fidelity Fundamental Large Cap Core ETFRead Desk		0.38%	1.01%	+1.8%	+11.6%	+12.5%	+24.5%	+16.0%	−10.0%	$1.2B
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

FFLC vs IWB

FFLC

Fidelity Fundamental Large Cap Core

$21,038

IWB

iShares Russell 1000

$17,459

MeasureFFLCIWB

Fee0.38%0.15%

Cost on $10k a year$38$15

Yield1.01%0.91%

5 years, per year+16.0%+11.8%

3 years, per year+24.5%+23.9%

Worst drop · 1Y−10.0%−8.9%

Volatility · 1Y13.8%12.9%

3–3measures won
level

43.7%

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: FFLC, IWB

Today

43.7%most shared, FFLC and IWB

FFLCIWB

FFLC—43.7%

IWB43.7%—

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

FFLC$101 − $38 = $63

KeptFee

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