INRO vs IWB

AINRO

BIWB

Measures won0–4IWB wins · of 6 · 5Y

$10,000 · 5Y$17,459IWB

Lowest cost0.15%IWB · $15 on $10k

Most income0.91%IWB · $91 on $10k

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

Held in common71.9%INRO and IWB

INRO

IWB

iShares U.S. Industry Rotation Active ETF · $567MiShares Russell 1000 ETF · $48.5B

[…]3 years · per year[…] · $19,023+23.9%

[…]5 years · per year[…] · $17,459+11.8%

0.42%Expense ratio$42 · $15 on $10k · lower wins0.15%

0.59%12-mo yield$59 · $91 on $10k0.91%

−9.3%Worst dropSmaller wins−8.9%

14.6%VolatilityLower wins12.9%

0–4IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsINRO · IWB

7.7%NVDA6.9%

8.2%AAPL6.9%

6.0%MSFT5.5%

3.6%AMZN3.5%

Held in common71.9%

End-of-day Nov 4, 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%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	AINRO	iShares U.S. Industry Rotation Active ETFRead Desk		0.42%	0.59%	+1.2%	+13.6%	+13.3%	new	new	−9.3%	$567M

End-of-day Nov 4, 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%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	AINRO	iShares U.S. Industry Rotation Active ETFRead Desk		0.42%	0.59%	+1.2%	+13.6%	+13.3%	new	new	−9.3%	$567M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

INRO vs IWB

INRO

iShares U.S. Industry Rotation Active

[…]

IWB

iShares Russell 1000

$17,459

MeasureINROIWB

Fee0.42%0.15%

Cost on $10k a year$42$15

Yield0.59%0.91%

5 years, per year[…]+11.8%

3 years, per year[…]+23.9%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y14.6%12.9%

4–0measures won
IWB first

71.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: INRO, IWB

Today

71.9%most shared, INRO and IWB

INROIWB

INRO—71.9%

IWB71.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

INRO$59 − $42 = $17

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee