IWB vs SPTM

AIWB

BSPTM

Measures won1–5SPTM wins · of 6 · 5Y

$10,000 · 5Y$17,822SPTM · IWB $17,459

Lowest cost0.03%SPTM · $3 on $10k

Most income1.06%SPTM · $106 on $10k

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

Held in common95.8%IWB and SPTM

IWB

SPTM

iShares Russell 1000 ETF · $48.5BState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $14.0B

+23.9%3 years · per year$19,023 · $18,972+23.8%

+11.8%5 years · per year$17,459 · $17,822+12.3%

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

0.91%12-mo yield$91 · $106 on $10k1.06%

−8.9%Worst dropSmaller wins−8.7%

12.9%VolatilityLower wins12.8%

1–5SPTM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWB · SPTM

6.9%NVDA7.1%

6.9%AAPL6.9%

5.5%MSFT5.5%

3.5%AMZN3.5%

Held in common95.8%

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	BSPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk		0.03%	1.06%	+1.6%	+13.5%	+13.8%	+23.8%	+12.3%	−8.7%	$14.0B
2	AIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B

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	BSPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk		0.03%	1.06%	+1.6%	+13.5%	+13.8%	+23.8%	+12.3%	−8.7%	$14.0B
2	AIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B

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 SPTM

IWB

iShares Russell 1000

$17,459

SPTM

SPDR Portfolio S&P 1500 Composite Stock Market

$17,822

MeasureIWBSPTM

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.91%1.06%

5 years, per year+11.8%+12.3%

3 years, per year+23.9%+23.8%

Worst drop · 1Y−8.9%−8.7%

Volatility · 1Y12.9%12.8%

5–1measures won
SPTM first

95.8%

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, SPTM

Today

95.8%most shared, IWB and SPTM

IWBSPTM

IWB—95.8%

SPTM95.8%—

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

Income After Fees on $10,000

$103most kept, SPTM

SPTM$106 − $3 = $103

IWB$91 − $15 = $76

KeptFee

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