IWB vs DYNF

AIWB

BDYNF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,413DYNF · IWB $16,543

Lowest cost0.15%IWB · $15 on $10k

Most income0.95%IWB · $95 on $10k

Smallest drop−8.7%DYNF · worst fall in 1Y

Held in common63.7%IWB and DYNF

IWB

DYNF

iShares Russell 1000 ETF · $46.4BiShares U.S. Equity Factor Rotation Active ETF · $40.4B

+21.8%3 years · per year$18,083 · $19,571+25.1%

+10.6%5 years · per year$16,543 · $18,413+13.0%

0.15%Expense ratio$15 · $26 on $10k · lower wins0.26%

0.95%12-mo yield$95 · $87 on $10k0.87%

−8.9%Worst dropSmaller wins−8.7%

13.6%VolatilityLower wins14.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIWB · DYNF

7.1%AAPL8.3%

6.6%NVDA7.6%

5.8%MSFT5.1%

3.6%AMZN4.4%

Held in common63.7%

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	BDYNF	iShares U.S. Equity Factor Rotation Active ETFRead Desk		0.26%	0.87%	−4.6%	+7.2%	+8.3%	+25.1%	+13.0%	−8.7%	$40.4B
2	AIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$46.4B

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	BDYNF	iShares U.S. Equity Factor Rotation Active ETFRead Desk		0.26%	0.87%	−4.6%	+7.2%	+8.3%	+25.1%	+13.0%	−8.7%	$40.4B
2	AIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$46.4B

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

IWB vs DYNF

IWB

iShares Russell 1000

$16,543

DYNF

iShares U.S. Equity Factor Rotation Active

$18,413

MeasureIWBDYNF

Fee0.15%0.26%

Cost on $10k a year$15$26

Yield0.95%0.87%

5 years, per year+10.6%+13.0%

3 years, per year+21.8%+25.1%

Worst drop · 1Y−8.9%−8.7%

Volatility · 1Y13.6%14.5%

3–3measures won
level

63.7%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IWB, DYNF

Today

63.7%most shared, IWB and DYNF

IWBDYNF

IWB—63.7%

DYNF63.7%—

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

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

DYNF$87 − $26 = $61

KeptFee

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