FPX vs IWB

AFPX

BIWB

Measures won1–5IWB wins · of 6 · 5Y

$10,000 · 5Y$17,090IWB · FPX $13,284

Lowest cost0.15%IWB · $15 on $10k

Most income0.92%IWB · $92 on $10k

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

Held in common3.8%FPX and IWB

FPX

IWB

First Trust US Equity Opportunities ETF · $1.3BiShares Russell 1000 ETF · $47.8B

+30.9%3 years · per year$22,414 · $18,957+23.8%

+5.8%5 years · per year$13,284 · $17,090+11.3%

0.57%Expense ratio$57 · $15 on $10k · lower wins0.15%

0.19%12-mo yield$19 · $92 on $10k0.92%

−18.9%Worst dropSmaller wins−8.9%

26.5%VolatilityLower wins12.8%

1–5IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsFPX · IWB

9.3%LLY1.6%

1.9%GS0.4%

7.2%GEV0.3%

4.9%SNDK0.2%

Held in common3.8%

End-of-day Nov 3, 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%	0.92%	+0.3%	+11.3%	+11.6%	+23.8%	+11.3%	−8.9%	$47.8B
2	AFPX	First Trust US Equity Opportunities ETFRead Desk		0.57%	0.19%	+1.6%	+4.0%	+0.6%	+30.9%	+5.8%	−18.9%	$1.3B

End-of-day Nov 3, 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%	0.92%	+0.3%	+11.3%	+11.6%	+23.8%	+11.3%	−8.9%	$47.8B
2	AFPX	First Trust US Equity Opportunities ETFRead Desk		0.57%	0.19%	+1.6%	+4.0%	+0.6%	+30.9%	+5.8%	−18.9%	$1.3B

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

Cards for this view

FPX vs IWB

FPX

First Trust US Equity Opportunities

$13,284

IWB

iShares Russell 1000

$17,091

MeasureFPXIWB

Fee0.57%0.15%

Cost on $10k a year$57$15

Yield0.19%0.92%

5 years, per year+5.8%+11.3%

3 years, per year+30.9%+23.8%

Worst drop · 1Y−18.9%−8.9%

Volatility · 1Y26.5%12.8%

5–1measures won
IWB first

3.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FPX, IWB

Today

3.8%most shared, FPX and IWB

FPXIWB

FPX—3.8%

IWB3.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

FPX$19 − $57 = −$38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee