IAI vs IWB

AIAI

BIWB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,893IAI · IWB $16,575

Lowest cost0.15%IWB · $15 on $10k

Most income1.20%IAI · $120 on $10k

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

Held in common2.1%IAI and IWB

IAI

IWB

iShares U.S. Broker-Dealers & Securities Exchanges ETF · $1.3BiShares Russell 1000 ETF · $46.4B

+28.1%3 years · per year$21,009 · $17,966+21.6%

+11.1%5 years · per year$16,893 · $16,575+10.6%

0.37%Expense ratio$37 · $15 on $10k · lower wins0.15%

1.20%12-mo yield$120 · $95 on $10k0.95%

−16.5%Worst dropSmaller wins−8.9%

21.2%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIAI · IWB

17.2%GS0.4%

14.8%MS0.3%

8.8%SCHW0.2%

5.4%SPGI0.2%

Held in common2.1%

End-of-day Nov 6, 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	AIAI	iShares U.S. Broker-Dealers & Securities Exchanges ETFRead Desk		0.37%	1.20%	−0.5%	+0.1%	+2.8%	+28.1%	+11.1%	−16.5%	$1.3B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIAI	iShares U.S. Broker-Dealers & Securities Exchanges ETFRead Desk		0.37%	1.20%	−0.5%	+0.1%	+2.8%	+28.1%	+11.1%	−16.5%	$1.3B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IAI vs IWB

IAI

iShares U.S. Broker-Dealers & Securities Exchanges

$16,893

IWB

iShares Russell 1000

$16,575

MeasureIAIIWB

Fee0.37%0.15%

Cost on $10k a year$37$15

Yield1.20%0.95%

5 years, per year+11.1%+10.6%

3 years, per year+28.1%+21.6%

Worst drop · 1Y−16.5%−8.9%

Volatility · 1Y21.2%13.6%

3–3measures won
level

2.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IAI, IWB

Today

2.1%most shared, IAI and IWB

IAIIWB

IAI—2.1%

IWB2.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$83most kept, IAI

IAI$120 − $37 = $83

IWB$95 − $15 = $80

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee