IWB vs LGDX

AIWB

BLGDX

Measures won4–0IWB wins · of 6 · 5Y

$10,000 · 5Y$16,543IWB

Lowest cost0.15%IWB · $15 on $10k

Most income0.95%IWB · $95 on $10k

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

Held in common60.7%IWB and LGDX

IWB

LGDX

iShares Russell 1000 ETF · $48.5BIntech S&P Large Cap Diversified Alpha ETF · $141M

+21.8%3 years · per year$18,083 · […][…]

+10.6%5 years · per year$16,543 · […][…]

0.15%Expense ratio$15 · $25 on $10k · lower wins0.25%

0.95%12-mo yield$95 · $50 on $10k0.49%

−8.9%Worst dropSmaller wins−9.0%

13.6%VolatilityLower wins14.3%

4–0IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWB · LGDX

6.6%NVDA8.4%

7.1%AAPL5.7%

5.8%MSFT4.5%

3.6%AMZN2.8%

Held in common60.7%

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	AIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
2	BLGDX	Intech S&P Large Cap Diversified Alpha ETFRead Desk		0.25%	0.49%	−4.7%	+4.6%	+6.6%	new	new	−9.0%	$141M

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	AIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
2	BLGDX	Intech S&P Large Cap Diversified Alpha ETFRead Desk		0.25%	0.49%	−4.7%	+4.6%	+6.6%	new	new	−9.0%	$141M

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 LGDX

IWB

iShares Russell 1000

$16,543

LGDX

Intech S&P Large Cap Diversified Alpha

[…]

MeasureIWBLGDX

Fee0.15%0.25%

Cost on $10k a year$15$25

Yield0.95%0.49%

5 years, per year+10.6%[…]

3 years, per year+21.8%[…]

Worst drop · 1Y−8.9%−9.0%

Volatility · 1Y13.6%14.3%

4–0measures won
IWB first

60.7%

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%

$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: IWB, LGDX

Today

60.7%most shared, IWB and LGDX

IWBLGDX

IWB—60.7%

LGDX60.7%—

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

LGDX$50 − $25 = $25

KeptFee

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