FNDB vs IWF

AFNDB

BIWF

Measures won5–1FNDB wins · of 6 · 5Y

$10,000 · 5Y$18,219FNDB · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income1.44%FNDB · $144 on $10k

Smallest drop−6.3%FNDB · worst fall in 1Y

Held in common26.4%FNDB and IWF

FNDB

IWF

Schwab Fundamental U.S. Broad Market Index ETF · $1.5BiShares Russell 1000 Growth ETF · $115B

+22.3%3 years · per year$18,284 · $17,022+19.4%

+12.7%5 years · per year$18,220 · $15,442+9.1%

0.25%Expense ratio$25 · $18 on $10k · lower wins0.18%

1.44%12-mo yield$144 · $39 on $10k0.39%

−6.3%Worst dropSmaller wins−14.6%

10.7%VolatilityLower wins19.4%

5–1FNDB wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNDB · IWF

4.6%AAPL9.0%

3.1%MSFT6.6%

1.4%META3.6%

1.4%GOOGL5.5%

Held in common26.4%

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	AFNDB	Schwab Fundamental U.S. Broad Market Index ETFRead Desk		0.25%	1.44%	−0.4%	+18.8%	+22.6%	+22.3%	+12.7%	−6.3%	$1.5B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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	AFNDB	Schwab Fundamental U.S. Broad Market Index ETFRead Desk		0.25%	1.44%	−0.4%	+18.8%	+22.6%	+22.3%	+12.7%	−6.3%	$1.5B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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

FNDB vs IWF

FNDB

Schwab Fundamental U.S. Broad Market Index

$18,220

IWF

iShares Russell 1000 Growth

$15,442

MeasureFNDBIWF

Fee0.25%0.18%

Cost on $10k a year$25$18

Yield1.44%0.39%

5 years, per year+12.7%+9.1%

3 years, per year+22.3%+19.4%

Worst drop · 1Y−6.3%−14.6%

Volatility · 1Y10.7%19.4%

5–1measures won
FNDB first

26.4%

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$59.7B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FNDB, IWF

Today

26.4%most shared, FNDB and IWF

FNDBIWF

FNDB—26.4%

IWF26.4%—

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

Income After Fees on $10,000

$119most kept, FNDB

FNDB$144 − $25 = $119

IWF$39 − $18 = $21

KeptFee

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