IWB vs MLRG

AIWB

BMLRG

Measures won0–2MLRG wins · of 6 · 5Y

$10,000 · 5Y$16,924IWB · VUG $16,565

Lowest cost0.03%MLRG · $3 on $10k

Most income1.00%MLRG · $100 on $10k

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

Held in common93.1%IWB and MLRG

IWB

MLRG

iShares Russell 1000 ETF · $47.8BiShares MSCI USA ETF · $1.3B

+21.8%3 years · per year$18,056 · […][…]

+11.1%5 years · per year$16,924 · […][…]

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

0.93%12-mo yield$93 · $100 on $10k1.00%

−8.9%Worst dropSmaller wins[…]

13.8%VolatilityLower wins[…]

0–2MLRG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWB · MLRG

7.3%AAPL7.9%

6.4%NVDA6.8%

5.8%MSFT5.9%

3.7%AMZN4.0%

Held in common93.1%

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	AIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.93%	+2.4%	+11.2%	+13.5%	+21.8%	+11.1%	−8.9%	$47.8B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BMLRG	iShares MSCI USA ETFRead Desk	0.03%	1.00%	+2.3%	new	new	new	new	[…]	$1.3B

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	AIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.93%	+2.4%	+11.2%	+13.5%	+21.8%	+11.1%	−8.9%	$47.8B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BMLRG	iShares MSCI USA ETFRead Desk	0.03%	1.00%	+2.3%	new	new	new	new	[…]	$1.3B

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 MLRG

IWB

iShares Russell 1000

$16,924

MLRG

iShares MSCI USA

[…]

MeasureIWBMLRG

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.93%1.00%

5 years, per year+11.1%[…]

3 years, per year+21.8%[…]

Worst drop · 1Y−8.9%[…]

Volatility · 1Y13.8%[…]

2–0measures won
MLRG first

93.1%

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$61.4B

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%

$122BAssets$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, MLRG, VUG

Today

93.1%most shared, IWB and MLRG

IWBMLRGVUG

IWB—93.1%51.7%

MLRG93.1%—55.1%

VUG51.7%55.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$97most kept, MLRG

MLRG$100 − $3 = $97

IWB$93 − $15 = $78

VUG$41 − $3 = $38

KeptFee

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