IWB vs VUG

AIWB

BVUG

Measures won4–2IWB wins · of 6 · 5Y

$10,000 · 5Y$16,543IWB · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income0.95%IWB · $95 on $10k

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

Held in common52.0%IWB and VUG

IWB

VUG

iShares Russell 1000 ETF · $48.5BVanguard Morningstar Growth ETF · $233B

+21.8%3 years · per year$18,083 · $18,532+22.8%

+10.6%5 years · per year$16,543 · $16,052+9.9%

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

0.95%12-mo yield$95 · $43 on $10k0.43%

−8.9%Worst dropSmaller wins−15.1%

13.6%VolatilityLower wins19.0%

4–2IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWB · VUG

7.1%AAPL12.5%

6.6%NVDA13.5%

5.8%MSFT9.7%

3.6%AMZN4.3%

Held in common52.0%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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 VUG

IWB

iShares Russell 1000

$16,543

VUG

Vanguard Morningstar Growth

$16,052

MeasureIWBVUG

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.95%0.43%

5 years, per year+10.6%+9.9%

3 years, per year+21.8%+22.8%

Worst drop · 1Y−8.9%−15.1%

Volatility · 1Y13.6%19.0%

4–2measures won
IWB first

52.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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

Overlap: IWB, VUG

Today

52.0%most shared, IWB and VUG

IWBVUG

IWB—52.0%

VUG52.0%—

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

VUG$43 − $3 = $40

KeptFee

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