HDUS vs IWB

AHDUS

BIWB

Measures won3–2HDUS wins · of 6 · 5Y

$10,000 · 5Y$16,543IWB

Lowest cost0.15%IWB · $15 on $10k

Most income1.47%HDUS · $147 on $10k

Smallest drop−7.5%HDUS · worst fall in 1Y

Held in common58.2%HDUS and IWB

HDUS

IWB

Hartford Disciplined US Equity ETF · $115MiShares Russell 1000 ETF · $48.5B

+21.3%3 years · per year$17,850 · $18,083+21.8%

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

0.19%Expense ratio$19 · $15 on $10k · lower wins0.15%

1.47%12-mo yield$147 · $95 on $10k0.95%

−7.5%Worst dropSmaller wins−8.9%

12.1%VolatilityLower wins13.6%

3–2HDUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsHDUS · IWB

6.2%AAPL7.1%

6.0%MSFT5.8%

5.7%NVDA6.6%

3.4%AMZN3.6%

Held in common58.2%

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%	$48.5B
2	AHDUS	Hartford Disciplined US Equity ETFRead Desk		0.19%	1.47%	−4.0%	+8.8%	+9.9%	+21.3%	new	−7.5%	$115M

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%	$48.5B
2	AHDUS	Hartford Disciplined US Equity ETFRead Desk		0.19%	1.47%	−4.0%	+8.8%	+9.9%	+21.3%	new	−7.5%	$115M

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

HDUS vs IWB

HDUS

Hartford Disciplined US Equity

[…]

IWB

iShares Russell 1000

$16,543

MeasureHDUSIWB

Fee0.19%0.15%

Cost on $10k a year$19$15

Yield1.47%0.95%

5 years, per year[…]+10.6%

3 years, per year+21.3%+21.8%

Worst drop · 1Y−7.5%−8.9%

Volatility · 1Y12.1%13.6%

3–2measures won
HDUS first

58.2%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: HDUS, IWB

Today

58.2%most shared, HDUS and IWB

HDUSIWB

HDUS—58.2%

IWB58.2%—

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

Income After Fees on $10,000

$128most kept, HDUS

HDUS$147 − $19 = $128

IWB$95 − $15 = $80

KeptFee

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