HAIL vs IWB

AHAIL

BIWB

Measures won1–5IWB wins · of 6 · 5Y

$10,000 · 5Y$17,459IWB · HAIL $6,208

Lowest cost0.15%IWB · $15 on $10k

Most income2.13%HAIL · $213 on $10k

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

Held in common5.5%HAIL and IWB

HAIL

IWB

State Street SPDR S&P Kensho Smart Mobility ETF · $16MiShares Russell 1000 ETF · $48.5B

+9.5%3 years · per year$13,146 · $19,023+23.9%

−9.1%5 years · per year$6,208 · $17,459+11.8%

0.45%Expense ratio$45 · $15 on $10k · lower wins0.15%

2.13%12-mo yield$213 · $91 on $10k0.91%

−29.8%Worst dropSmaller wins−8.9%

31.8%VolatilityLower wins12.9%

1–5IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsHAIL · IWB

1.8%NVDA6.9%

1.8%TSLA1.7%

0.9%GOOG1.9%

1.5%QCOM0.2%

Held in common5.5%

End-of-day Nov 4, 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%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	AHAIL	State Street SPDR S&P Kensho Smart Mobility ETFRead Desk		0.45%	2.13%	+1.3%	−3.7%	−10.8%	+9.5%	−9.1%	−29.8%	$16M

End-of-day Nov 4, 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%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	AHAIL	State Street SPDR S&P Kensho Smart Mobility ETFRead Desk		0.45%	2.13%	+1.3%	−3.7%	−10.8%	+9.5%	−9.1%	−29.8%	$16M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HAIL vs IWB

HAIL

SPDR S&P Kensho Smart Mobility

$6,208

IWB

iShares Russell 1000

$17,459

MeasureHAILIWB

Fee0.45%0.15%

Cost on $10k a year$45$15

Yield2.13%0.91%

5 years, per year−9.1%+11.8%

3 years, per year+9.5%+23.9%

Worst drop · 1Y−29.8%−8.9%

Volatility · 1Y31.8%12.9%

5–1measures won
IWB first

5.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: HAIL, IWB

Today

5.5%most shared, HAIL and IWB

HAILIWB

HAIL—5.5%

IWB5.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$168most kept, HAIL

HAIL$213 − $45 = $168

IWB$91 − $15 = $76

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee