HCMT vs IWB

AHCMT

BIWB

Measures won0–5IWB wins · of 6 · 5Y

$10,000 · 5Y$16,543IWB

Lowest cost0.15%IWB · $15 on $10k

Most income0.95%IWB · $95 on $10k

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

Held in common65.0%HCMT and IWB

HCMT

IWB

Direxion HCM Tactical Enhanced US ETF · $567MiShares Russell 1000 ETF · $46.4B

+18.6%3 years · per year$16,667 · $18,083+21.8%

[…]5 years · per year[…] · $16,543+10.6%

1.18%Expense ratio$118 · $15 on $10k · lower wins0.15%

0.53%12-mo yield$53 · $95 on $10k0.95%

−16.7%Worst dropSmaller wins−8.9%

29.8%VolatilityLower wins13.6%

0–5IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsHCMT · IWB

5.0%AAPL7.1%

4.8%NVDA6.6%

4.1%MSFT5.8%

2.6%AMZN3.6%

Held in common65.0%

End-of-day Nov 5, 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%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$46.4B
2	AHCMT	Direxion HCM Tactical Enhanced US ETFRead Desk		1.18%	0.53%	−4.8%	−3.1%	−4.1%	+18.6%	new	−16.7%	$567M

End-of-day Nov 5, 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%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$46.4B
2	AHCMT	Direxion HCM Tactical Enhanced US ETFRead Desk		1.18%	0.53%	−4.8%	−3.1%	−4.1%	+18.6%	new	−16.7%	$567M

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

Cards for this view

HCMT vs IWB

HCMT

Direxion HCM Tactical Enhanced US

[…]

IWB

iShares Russell 1000

$16,543

MeasureHCMTIWB

Fee1.18%0.15%

Cost on $10k a year$118$15

Yield0.53%0.95%

5 years, per year[…]+10.6%

3 years, per year+18.6%+21.8%

Worst drop · 1Y−16.7%−8.9%

Volatility · 1Y29.8%13.6%

5–0measures won
IWB first

65.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: HCMT, IWB

Today

65.0%most shared, HCMT and IWB

HCMTIWB

HCMT—65.0%

IWB65.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

HCMT$53 − $118 = −$65

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee