IUS vs IWB

AIUS

BIWB

Measures won5–1IUS wins · of 6 · 5Y

$10,000 · 5Y$19,457IUS · IWB $16,543

Lowest cost0.15%IWB · $15 on $10k

Most income1.24%IUS · $124 on $10k

Smallest drop−6.1%IUS · worst fall in 1Y

Held in common60.3%IUS and IWB

IUS

IWB

Invesco RAFI Strategic US ETF · $1.0BiShares Russell 1000 ETF · $48.5B

+23.3%3 years · per year$18,759 · $18,083+21.8%

+14.2%5 years · per year$19,457 · $16,543+10.6%

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

1.24%12-mo yield$124 · $95 on $10k0.95%

−6.1%Worst dropSmaller wins−8.9%

10.8%VolatilityLower wins13.6%

5–1IUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsIUS · IWB

4.3%AAPL7.1%

4.3%MSFT5.8%

2.7%AMZN3.6%

2.9%GOOGL2.4%

Held in common60.3%

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	AIUS	Invesco RAFI Strategic US ETFRead Desk		0.19%	1.24%	−2.8%	+22.9%	+26.9%	+23.3%	+14.2%	−6.1%	$1.0B
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	AIUS	Invesco RAFI Strategic US ETFRead Desk		0.19%	1.24%	−2.8%	+22.9%	+26.9%	+23.3%	+14.2%	−6.1%	$1.0B
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

IUS vs IWB

IUS

Invesco RAFI Strategic US

$19,457

IWB

iShares Russell 1000

$16,543

MeasureIUSIWB

Fee0.19%0.15%

Cost on $10k a year$19$15

Yield1.24%0.95%

5 years, per year+14.2%+10.6%

3 years, per year+23.3%+21.8%

Worst drop · 1Y−6.1%−8.9%

Volatility · 1Y10.8%13.6%

5–1measures won
IUS first

60.3%

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: IUS, IWB

Today

60.3%most shared, IUS and IWB

IUSIWB

IUS—60.3%

IWB60.3%—

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

Income After Fees on $10,000

$105most kept, IUS

IUS$124 − $19 = $105

IWB$95 − $15 = $80

KeptFee

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