IVVM vs IWB

AIVVM

BIWB

Measures won2–3IWB wins · of 6 · 5Y

$10,000 · 5Y$16,924IWB · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income0.93%IWB · $93 on $10k

Smallest drop−5.3%IVVM · worst fall in 1Y

Held in common0.0%IVVM and IWB

IVVM

IWB

iShares Large Cap Moderate Quarterly Laddered ETF · $194MiShares Russell 1000 ETF · $46.6B

+14.6%3 years · per year$15,036 · $18,056+21.8%

[…]5 years · per year[…] · $16,924+11.1%

0.53%Expense ratio$53 · $15 on $10k · lower wins0.15%

0.63%12-mo yield$63 · $93 on $10k0.93%

−5.3%Worst dropSmaller wins−8.9%

8.1%VolatilityLower wins13.8%

2–3IWB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVVM · IWB

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.93%	+2.4%	+11.2%	+13.5%	+21.8%	+11.1%	−8.9%	$46.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AIVVM	iShares Large Cap Moderate Quarterly Laddered ETFRead Desk	0.53%	0.63%	+1.5%	+8.0%	+9.9%	+14.6%	new	−5.3%	$194M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.93%	+2.4%	+11.2%	+13.5%	+21.8%	+11.1%	−8.9%	$46.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AIVVM	iShares Large Cap Moderate Quarterly Laddered ETFRead Desk	0.53%	0.63%	+1.5%	+8.0%	+9.9%	+14.6%	new	−5.3%	$194M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVVM vs IWB

IVVM

iShares Large Cap Moderate Quarterly Laddered

[…]

IWB

iShares Russell 1000

$16,924

MeasureIVVMIWB

Fee0.53%0.15%

Cost on $10k a year$53$15

Yield0.63%0.93%

5 years, per year[…]+11.1%

3 years, per year+14.6%+21.8%

Worst drop · 1Y−5.3%−8.9%

Volatility · 1Y8.1%13.8%

3–2measures won
IWB first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IVVM, IWB, VUG

Today

51.7%most shared, IWB and VUG

IVVMIWBVUG

IVVM—0.0%0.0%

IWB0.0%—51.7%

VUG0.0%51.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$78most kept, IWB

IWB$93 − $15 = $78

VUG$41 − $3 = $38

IVVM$63 − $53 = $10

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee