HLAL vs IWB

AHLAL

BIWB

Measures won1–5IWB wins · of 6 · 5Y

$10,000 · 5Y$17,292HLAL · IWB $16,543

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 common53.9%HLAL and IWB

HLAL

IWB

Wahed FTSE USA Shariah ETF · $940MiShares Russell 1000 ETF · $48.5B

+19.5%3 years · per year$17,078 · $18,083+21.8%

+11.6%5 years · per year$17,292 · $16,543+10.6%

0.50%Expense ratio$50 · $15 on $10k · lower wins0.15%

0.40%12-mo yield$40 · $95 on $10k0.95%

−11.7%Worst dropSmaller wins−8.9%

16.7%VolatilityLower wins13.6%

1–5IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsHLAL · IWB

12.6%AAPL7.1%

11.5%NVDA6.6%

10.4%MSFT5.8%

4.2%GOOGL2.4%

Held in common53.9%

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	AHLAL	Wahed FTSE USA Shariah ETFRead Desk		0.50%	0.40%	−5.6%	+9.3%	+11.8%	+19.5%	+11.6%	−11.7%	$940M
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B

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	AHLAL	Wahed FTSE USA Shariah ETFRead Desk		0.50%	0.40%	−5.6%	+9.3%	+11.8%	+19.5%	+11.6%	−11.7%	$940M
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B

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

HLAL vs IWB

HLAL

Wahed FTSE USA Shariah

$17,292

IWB

iShares Russell 1000

$16,543

MeasureHLALIWB

Fee0.50%0.15%

Cost on $10k a year$50$15

Yield0.40%0.95%

5 years, per year+11.6%+10.6%

3 years, per year+19.5%+21.8%

Worst drop · 1Y−11.7%−8.9%

Volatility · 1Y16.7%13.6%

5–1measures won
IWB first

53.9%

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: HLAL, IWB

Today

53.9%most shared, HLAL and IWB

HLALIWB

HLAL—53.9%

IWB53.9%—

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

HLAL$40 − $50 = −$10

KeptFee

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