FITE vs IWB

AFITE

BIWB

Measures won2–4IWB wins · of 6 · 5Y

$10,000 · 5Y$20,557FITE · IWB $17,459

Lowest cost0.15%IWB · $15 on $10k

Most income0.91%IWB · $91 on $10k

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

Held in common4.8%FITE and IWB

FITE

IWB

State Street SPDR S&P Kensho Future Security ETF · $153MiShares Russell 1000 ETF · $48.5B

+33.6%3 years · per year$23,859 · $19,023+23.9%

+15.5%5 years · per year$20,557 · $17,459+11.8%

0.45%Expense ratio$45 · $15 on $10k · lower wins0.15%

0.11%12-mo yield$11 · $91 on $10k0.91%

−15.3%Worst dropSmaller wins−8.9%

28.8%VolatilityLower wins12.9%

2–4IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsFITE · IWB

1.2%AVGO2.2%

1.1%CSCO0.6%

1.8%PANW0.4%

1.5%RTX0.4%

Held in common4.8%

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	AFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk		0.45%	0.11%	−1.9%	+25.5%	+21.3%	+33.6%	+15.5%	−15.3%	$153M
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	AFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk		0.45%	0.11%	−1.9%	+25.5%	+21.3%	+33.6%	+15.5%	−15.3%	$153M
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

FITE vs IWB

FITE

SPDR S&P Kensho Future Security

$20,557

IWB

iShares Russell 1000

$17,459

MeasureFITEIWB

Fee0.45%0.15%

Cost on $10k a year$45$15

Yield0.11%0.91%

5 years, per year+15.5%+11.8%

3 years, per year+33.6%+23.9%

Worst drop · 1Y−15.3%−8.9%

Volatility · 1Y28.8%12.9%

4–2measures won
IWB first

4.8%

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: FITE, IWB

Today

4.8%most shared, FITE and IWB

FITEIWB

FITE—4.8%

IWB4.8%—

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

FITE$11 − $45 = −$34

KeptFee

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