HAIL vs IWB

AHAIL

BIWB

Measures won1–5IWB wins · of 6 · 5Y

$10,000 · 5Y$16,924IWB · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income2.08%HAIL · $208 on $10k

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

Held in common5.2%HAIL and IWB

HAIL

IWB

State Street SPDR S&P Kensho Smart Mobility ETF · $16MiShares Russell 1000 ETF · $47.8B

+8.7%3 years · per year$12,844 · $18,056+21.8%

−9.7%5 years · per year$5,990 · $16,924+11.1%

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

2.08%12-mo yield$208 · $93 on $10k0.93%

−31.8%Worst dropSmaller wins−8.9%

32.1%VolatilityLower wins13.8%

1–5IWB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHAIL · IWB

1.7%NVDA6.4%

1.7%TSLA1.5%

0.9%GOOG2.0%

1.5%QCOM0.3%

Held in common5.2%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.93%	+2.4%	+11.2%	+13.5%	+21.8%	+11.1%	−8.9%	$47.8B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AHAIL	State Street SPDR S&P Kensho Smart Mobility ETFRead Desk	0.45%	2.08%	+4.6%	−1.4%	−6.1%	+8.7%	−9.7%	−31.8%	$16M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.93%	+2.4%	+11.2%	+13.5%	+21.8%	+11.1%	−8.9%	$47.8B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AHAIL	State Street SPDR S&P Kensho Smart Mobility ETFRead Desk	0.45%	2.08%	+4.6%	−1.4%	−6.1%	+8.7%	−9.7%	−31.8%	$16M

End-of-day Nov 9, 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

$5,990

IWB

iShares Russell 1000

$16,924

MeasureHAILIWB

Fee0.45%0.15%

Cost on $10k a year$45$15

Yield2.08%0.93%

5 years, per year−9.7%+11.1%

3 years, per year+8.7%+21.8%

Worst drop · 1Y−31.8%−8.9%

Volatility · 1Y32.1%13.8%

5–1measures won
IWB first

5.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: HAIL, IWB, VUG

Today

51.7%most shared, IWB and VUG

HAILIWBVUG

HAIL—5.2%4.3%

IWB5.2%—51.7%

VUG4.3%51.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$163most kept, HAIL

HAIL$208 − $45 = $163

IWB$93 − $15 = $78

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee