IWB vs MLRG

AIWB

BMLRG

Measures won0–2MLRG wins · of 6 · 5Y

$10,000 · 5Y$17,459IWB

Lowest cost0.03%MLRG · $3 on $10k

Most income0.98%MLRG · $98 on $10k

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

Held in common93.2%IWB and MLRG

IWB

MLRG

iShares Russell 1000 ETF · $48.5BiShares MSCI USA ETF · $1.3B

+23.9%3 years · per year$19,023 · […][…]

+11.8%5 years · per year$17,459 · […][…]

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

0.91%12-mo yield$91 · $98 on $10k0.98%

−8.9%Worst dropSmaller wins[…]

12.9%VolatilityLower wins[…]

0–2MLRG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWB · MLRG

6.9%NVDA7.3%

6.9%AAPL7.5%

5.5%MSFT5.6%

3.5%AMZN3.7%

Held in common93.2%

End-of-day Nov 4, 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%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	BMLRG	iShares MSCI USA ETFRead Desk		0.03%	0.98%	+1.5%	new	new	new	new	[…]	$1.3B

End-of-day Nov 4, 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%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	BMLRG	iShares MSCI USA ETFRead Desk		0.03%	0.98%	+1.5%	new	new	new	new	[…]	$1.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWB vs MLRG

IWB

iShares Russell 1000

$17,459

MLRG

iShares MSCI USA

[…]

MeasureIWBMLRG

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.91%0.98%

5 years, per year+11.8%[…]

3 years, per year+23.9%[…]

Worst drop · 1Y−8.9%[…]

Volatility · 1Y12.9%[…]

2–0measures won
MLRG first

93.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IWB, MLRG

Today

93.2%most shared, IWB and MLRG

IWBMLRG

IWB—93.2%

MLRG93.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$95most kept, MLRG

MLRG$98 − $3 = $95

IWB$91 − $15 = $76

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee