GXLC vs IWB

AGXLC

BIWB

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,575IWB

Lowest cost0.02%GXLC · $2 on $10k

Most income1.20%GXLC · $120 on $10k

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

Held in common92.6%GXLC and IWB

GXLC

IWB

Global X - U.S. 500 ETF · $5MiShares Russell 1000 ETF · $46.4B

[…]3 years · per year[…] · $17,966+21.6%

[…]5 years · per year[…] · $16,575+10.6%

0.02%Expense ratio$2 · $15 on $10k · lower wins0.15%

1.20%12-mo yield$120 · $95 on $10k0.95%

−9.1%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins13.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsGXLC · IWB

7.8%AAPL7.1%

6.6%NVDA6.6%

6.2%MSFT5.8%

3.9%AMZN3.6%

Held in common92.6%

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

Both

5Y2 funds

#			Trend
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	AGXLC	Global X - U.S. 500 ETFRead Desk		0.02%	1.20%	+0.3%	+8.5%	+9.3%	new	new	−9.1%	$5M

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	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	AGXLC	Global X - U.S. 500 ETFRead Desk		0.02%	1.20%	+0.3%	+8.5%	+9.3%	new	new	−9.1%	$5M

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

GXLC vs IWB

GXLC

Global X - U.S. 500

[…]

IWB

iShares Russell 1000

$16,575

MeasureGXLCIWB

Fee0.02%0.15%

Cost on $10k a year$2$15

Yield1.20%0.95%

5 years, per year[…]+10.6%

3 years, per year[…]+21.6%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y13.9%13.6%

2–2measures won
level

92.6%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: GXLC, IWB

Today

92.6%most shared, GXLC and IWB

GXLCIWB

GXLC—92.6%

IWB92.6%—

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

Income After Fees on $10,000

$118most kept, GXLC

GXLC$120 − $2 = $118

IWB$95 − $15 = $80

KeptFee

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