FNDX vs IWB

AFNDX

BIWB

Measures won5–1FNDX wins · of 6 · 5Y

$10,000 · 5Y$18,587FNDX · IWB $16,575

Lowest cost0.15%IWB · $15 on $10k

Most income1.47%FNDX · $147 on $10k

Smallest drop−6.0%FNDX · worst fall in 1Y

Held in common63.8%FNDX and IWB

FNDX

IWB

Schwab Fundamental U.S. Large Company ETF · $28.0BiShares Russell 1000 ETF · $46.6B

+22.7%3 years · per year$18,459 · $17,966+21.6%

+13.2%5 years · per year$18,587 · $16,575+10.6%

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

1.47%12-mo yield$147 · $95 on $10k0.95%

−6.0%Worst dropSmaller wins−8.9%

10.4%VolatilityLower wins13.6%

5–1FNDX wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNDX · IWB

4.9%AAPL7.1%

3.3%MSFT5.8%

2.0%AMZN3.6%

2.0%BRK-B1.5%

Held in common63.8%

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	AFNDX	Schwab Fundamental U.S. Large Company ETFRead Desk		0.25%	1.47%	−0.4%	+19.3%	+23.0%	+22.7%	+13.2%	−6.0%	$28.0B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.6B

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	AFNDX	Schwab Fundamental U.S. Large Company ETFRead Desk		0.25%	1.47%	−0.4%	+19.3%	+23.0%	+22.7%	+13.2%	−6.0%	$28.0B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.6B

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

FNDX vs IWB

FNDX

Schwab Fundamental U.S. Large Company

$18,587

IWB

iShares Russell 1000

$16,575

MeasureFNDXIWB

Fee0.25%0.15%

Cost on $10k a year$25$15

Yield1.47%0.95%

5 years, per year+13.2%+10.6%

3 years, per year+22.7%+21.6%

Worst drop · 1Y−6.0%−8.9%

Volatility · 1Y10.4%13.6%

5–1measures won
FNDX first

63.8%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FNDX, IWB

Today

63.8%most shared, FNDX and IWB

FNDXIWB

FNDX—63.8%

IWB63.8%—

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

Income After Fees on $10,000

$122most kept, FNDX

FNDX$147 − $25 = $122

IWB$95 − $15 = $80

KeptFee

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