FNDA vs IWB

AFNDA

BIWB

Measures won1–5IWB wins · of 6 · 5Y

$10,000 · 5Y$16,575IWB · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.25%FNDA · $125 on $10k

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

Held in common4.6%FNDA and IWB

FNDA

IWB

Schwab Fundamental U.S. Small Company Index ETF · $8.8BiShares Russell 1000 ETF · $46.4B

+17.2%3 years · per year$16,098 · $17,966+21.6%

+6.8%5 years · per year$13,903 · $16,575+10.6%

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

1.25%12-mo yield$125 · $95 on $10k0.95%

−9.4%Worst dropSmaller wins−8.9%

16.0%VolatilityLower wins13.6%

1–5IWB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFNDA · IWB

0.2%CRWD0.3%

0.1%PLTR0.5%

0.3%DASH0.1%

0.1%SNOW0.1%

Held in common4.6%

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

All Three

5Y3 funds

#
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk	0.25%	1.25%	−0.1%	+13.5%	+16.9%	+17.2%	+6.8%	−9.4%	$8.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk	0.25%	1.25%	−0.1%	+13.5%	+16.9%	+17.2%	+6.8%	−9.4%	$8.8B

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

FNDA vs IWB

FNDA

Schwab Fundamental U.S. Small Company Index

$13,903

IWB

iShares Russell 1000

$16,575

MeasureFNDAIWB

Fee0.25%0.15%

Cost on $10k a year$25$15

Yield1.25%0.95%

5 years, per year+6.8%+10.6%

3 years, per year+17.2%+21.6%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y16.0%13.6%

5–1measures won
IWB first

4.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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

Overlap: FNDA, IWB, VUG

Today

52.0%most shared, IWB and VUG

FNDAIWBVUG

FNDA—4.6%2.7%

IWB4.6%—52.0%

VUG2.7%52.0%—

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

Income After Fees on $10,000

$100most kept, FNDA

FNDA$125 − $25 = $100

IWB$95 − $15 = $80

VUG$42 − $3 = $39

KeptFee

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