IVVW vs IWB

AIVVW

BIWB

Measures won3–1IVVW wins · of 6 · 5Y

$10,000 · 5Y$16,575IWB

Lowest cost0.15%IWB · $15 on $10k

Most income18.90%IVVW · $1,890 on $10k

Smallest drop−5.8%IVVW · worst fall in 1Y

Held in common92.2%IVVW and IWB

IVVW

IWB

iShares S&P 500 BuyWrite ETF · $338MiShares Russell 1000 ETF · $46.6B

[…]3 years · per year[…] · $17,966+21.6%

[…]5 years · per year[…] · $16,575+10.6%

0.25%Expense ratio$25 · $15 on $10k · lower wins0.15%

18.90%12-mo yield$1,890 · $95 on $10k0.95%

−5.8%Worst dropSmaller wins−8.9%

9.6%VolatilityLower wins13.6%

3–1IVVW wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVVW · IWB

7.9%AAPL7.1%

6.9%NVDA6.6%

6.3%MSFT5.8%

4.0%AMZN3.6%

Held in common92.2%

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.6B
2	AIVVW	iShares S&P 500 BuyWrite ETFRead Desk		0.25%	18.90%	+0.4%	+7.7%	+10.8%	new	new	−5.8%	$338M

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.6B
2	AIVVW	iShares S&P 500 BuyWrite ETFRead Desk		0.25%	18.90%	+0.4%	+7.7%	+10.8%	new	new	−5.8%	$338M

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

IVVW vs IWB

IVVW

iShares S&P 500 BuyWrite

[…]

IWB

iShares Russell 1000

$16,575

MeasureIVVWIWB

Fee0.25%0.15%

Cost on $10k a year$25$15

Yield18.90%0.95%

5 years, per year[…]+10.6%

3 years, per year[…]+21.6%

Worst drop · 1Y−5.8%−8.9%

Volatility · 1Y9.6%13.6%

3–1measures won
IVVW first

92.2%

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: IVVW, IWB

Today

92.2%most shared, IVVW and IWB

IVVWIWB

IVVW—92.2%

IWB92.2%—

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

Income After Fees on $10,000

$1,865most kept, IVVW

IVVW$1,890 − $25 = $1,865

IWB$95 − $15 = $80

KeptFee

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