FNDA vs IWB

AFNDA

BIWB

Measures won1–5IWB wins · of 6 · 5Y

$10,000 · 5Y$17,459IWB · FNDA $14,615

Lowest cost0.15%IWB · $15 on $10k

Most income1.20%FNDA · $120 on $10k

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

Held in common4.8%FNDA and IWB

FNDA

IWB

Schwab Fundamental U.S. Small Company Index ETF · $9.0BiShares Russell 1000 ETF · $47.8B

+19.1%3 years · per year$16,896 · $19,023+23.9%

+7.9%5 years · per year$14,615 · $17,459+11.8%

0.25%Expense ratio$25 · $15 on $10k · lower wins0.15%

1.20%12-mo yield$120 · $91 on $10k0.91%

−9.4%Worst dropSmaller wins−8.9%

15.7%VolatilityLower wins12.9%

1–5IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNDA · IWB

0.2%CRWD0.4%

0.1%PLTR0.6%

0.1%SNOW0.1%

0.3%DASH0.1%

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$47.8B
2	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk		0.25%	1.20%	+1.5%	+17.7%	+21.5%	+19.1%	+7.9%	−9.4%	$9.0B

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$47.8B
2	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk		0.25%	1.20%	+1.5%	+17.7%	+21.5%	+19.1%	+7.9%	−9.4%	$9.0B

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

FNDA vs IWB

FNDA

Schwab Fundamental U.S. Small Company Index

$14,615

IWB

iShares Russell 1000

$17,459

MeasureFNDAIWB

Fee0.25%0.15%

Cost on $10k a year$25$15

Yield1.20%0.91%

5 years, per year+7.9%+11.8%

3 years, per year+19.1%+23.9%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y15.7%12.9%

5–1measures 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FNDA, IWB

Today

4.8%most shared, FNDA and IWB

FNDAIWB

FNDA—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

$95most kept, FNDA

FNDA$120 − $25 = $95

IWB$91 − $15 = $76

KeptFee

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