FFLV vs IWB

AFFLV

BIWB

Measures won3–1FFLV wins · of 6 · 5Y

$10,000 · 5Y$16,575IWB

Lowest cost0.15%IWB · $15 on $10k

Most income1.31%FFLV · $131 on $10k

Smallest drop−7.2%FFLV · worst fall in 1Y

Held in common29.5%FFLV and IWB

FFLV

IWB

Fidelity Fundamental Large Cap · $19MiShares Russell 1000 ETF · $46.4B

[…]3 years · per year[…] · $17,966+21.6%

[…]5 years · per year[…] · $16,575+10.6%

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

1.31%12-mo yield$131 · $95 on $10k0.95%

−7.2%Worst dropSmaller wins−8.9%

11.3%VolatilityLower wins13.6%

3–1FFLV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFFLV · IWB

5.5%MSFT5.8%

5.2%AAPL7.1%

6.5%AMZN3.6%

4.0%XOM1.0%

Held in common29.5%

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B
2	AFFLV	Fidelity Fundamental Large CapRead Desk		0.38%	1.31%	−0.6%	+18.5%	+24.4%	new	new	−7.2%	$19M

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B
2	AFFLV	Fidelity Fundamental Large CapRead Desk		0.38%	1.31%	−0.6%	+18.5%	+24.4%	new	new	−7.2%	$19M

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

FFLV vs IWB

FFLV

Fidelity Fundamental Large Cap

[…]

IWB

iShares Russell 1000

$16,575

MeasureFFLVIWB

Fee0.38%0.15%

Cost on $10k a year$38$15

Yield1.31%0.95%

5 years, per year[…]+10.6%

3 years, per year[…]+21.6%

Worst drop · 1Y−7.2%−8.9%

Volatility · 1Y11.3%13.6%

3–1measures won
FFLV first

29.5%

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: FFLV, IWB

Today

29.5%most shared, FFLV and IWB

FFLVIWB

FFLV—29.5%

IWB29.5%—

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

Income After Fees on $10,000

$93most kept, FFLV

FFLV$131 − $38 = $93

IWB$95 − $15 = $80

KeptFee

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