ITB vs IINC

AITB

BIINC

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · ITB $14,092

Lowest cost0.06%SCHD · $6 on $10k

Most income3.37%IINC · $337 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common4.5%ITB and IINC

ITB

IINC

iShares U.S. Home Construction ETF · $2.3BAlki Consolidated Income ETF · $41M

+9.5%3 years · per year$13,124 · […][…]

+7.1%5 years · per year$14,092 · […][…]

0.37%Expense ratio$37 · $75 on $10k · lower wins0.75%

1.31%12-mo yield$131 · $337 on $10k3.37%

−25.7%Worst dropSmaller wins[…]

31.3%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsITB · IINC

8.0%LEN1.6%

4.6%LOW1.5%

4.5%HD1.4%

Held in common4.5%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AITB	iShares U.S. Home Construction ETFRead Desk	0.37%	1.31%	−2.1%	+1.4%	−0.4%	+9.5%	+7.1%	−25.7%	$2.3B
3	BIINC	Alki Consolidated Income ETFRead Desk	0.75%	3.37%	−0.5%	new	new	new	new	[…]	$41M

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AITB	iShares U.S. Home Construction ETFRead Desk	0.37%	1.31%	−2.1%	+1.4%	−0.4%	+9.5%	+7.1%	−25.7%	$2.3B
3	BIINC	Alki Consolidated Income ETFRead Desk	0.75%	3.37%	−0.5%	new	new	new	new	[…]	$41M

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

ITB vs IINC

ITB

iShares U.S. Home Construction

$14,092

IINC

Alki Consolidated Income

[…]

MeasureITBIINC

Fee0.37%0.75%

Cost on $10k a year$37$75

Yield1.31%3.37%

5 years, per year+7.1%[…]

3 years, per year+9.5%[…]

Worst drop · 1Y−25.7%[…]

Volatility · 1Y31.3%[…]

1–1measures won
level

4.5%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ITB, IINC, SCHD

Today

12.1%most shared, IINC and SCHD

ITBIINCSCHD

ITB—4.5%4.3%

IINC4.5%—12.1%

SCHD4.3%12.1%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IINC$337 − $75 = $262

ITB$131 − $37 = $94

KeptFee

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