IWB vs FITE

AIWB

BFITE

Measures won4–2IWB wins · of 6 · 5Y

$10,000 · 5Y$20,034FITE · IWB $16,924

Lowest cost0.03%VUG · $3 on $10k

Most income0.93%IWB · $93 on $10k

Smallest drop−8.9%IWB · worst fall in 1Y

Held in common4.5%IWB and FITE

IWB

FITE

iShares Russell 1000 ETF · $46.6BState Street SPDR S&P Kensho Future Security ETF · $142M

+21.8%3 years · per year$18,056 · $23,204+32.4%

+11.1%5 years · per year$16,924 · $20,034+14.9%

0.15%Expense ratio$15 · $45 on $10k · lower wins0.45%

0.93%12-mo yield$93 · $11 on $10k0.11%

−8.9%Worst dropSmaller wins−16.3%

13.8%VolatilityLower wins29.9%

4–2IWB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWB · FITE

2.0%AVGO1.1%

0.5%CSCO1.1%

0.4%RTX1.5%

0.4%PANW1.7%

Held in common4.5%

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	BFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk	0.45%	0.11%	+5.2%	+25.9%	+25.9%	+32.4%	+14.9%	−16.3%	$142M
2	AIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.93%	+2.4%	+11.2%	+13.5%	+21.8%	+11.1%	−8.9%	$46.6B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

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	BFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk	0.45%	0.11%	+5.2%	+25.9%	+25.9%	+32.4%	+14.9%	−16.3%	$142M
2	AIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.93%	+2.4%	+11.2%	+13.5%	+21.8%	+11.1%	−8.9%	$46.6B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

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

IWB vs FITE

IWB

iShares Russell 1000

$16,924

FITE

SPDR S&P Kensho Future Security

$20,034

MeasureIWBFITE

Fee0.15%0.45%

Cost on $10k a year$15$45

Yield0.93%0.11%

5 years, per year+11.1%+14.9%

3 years, per year+21.8%+32.4%

Worst drop · 1Y−8.9%−16.3%

Volatility · 1Y13.8%29.9%

4–2measures won
IWB first

4.5%

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: IWB, FITE, VUG

Today

51.7%most shared, IWB and VUG

IWBFITEVUG

IWB—4.5%51.7%

FITE4.5%—5.0%

VUG51.7%5.0%—

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

FITE$11 − $45 = −$34

KeptFee

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