IWL vs IWB

AIWL

BIWB

Measures won2–3IWB wins · of 6 · 5Y

$10,000 · 5Y$17,480IWL · IWB $16,575

Lowest cost0.15%IWL · $15 on $10k

Most income0.95%IWB · $95 on $10k

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

Held in common80.3%IWL and IWB

IWL

IWB

iShares Russell Top 200 ETF · $2.1BiShares Russell 1000 ETF · $46.6B

+22.2%3 years · per year$18,257 · $17,966+21.6%

+11.8%5 years · per year$17,480 · $16,575+10.6%

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

0.88%12-mo yield$88 · $95 on $10k0.95%

−9.8%Worst dropSmaller wins−8.9%

14.1%VolatilityLower wins13.6%

2–3IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWL · IWB

9.1%AAPL7.1%

7.8%NVDA6.6%

7.3%MSFT5.8%

4.6%AMZN3.6%

Held in common80.3%

End-of-day Nov 6, 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	AIWL	iShares Russell Top 200 ETFRead Desk		0.15%	0.88%	+0.4%	+7.4%	+8.2%	+22.2%	+11.8%	−9.8%	$2.1B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIWL	iShares Russell Top 200 ETFRead Desk		0.15%	0.88%	+0.4%	+7.4%	+8.2%	+22.2%	+11.8%	−9.8%	$2.1B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWL vs IWB

IWL

iShares Russell Top 200

$17,480

IWB

iShares Russell 1000

$16,575

MeasureIWLIWB

Fee0.15%0.15%

Cost on $10k a year$15$15

Yield0.88%0.95%

5 years, per year+11.8%+10.6%

3 years, per year+22.2%+21.6%

Worst drop · 1Y−9.8%−8.9%

Volatility · 1Y14.1%13.6%

2–2measures won
level

80.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IWL, IWB

Today

80.3%most shared, IWL and IWB

IWLIWB

IWL—80.3%

IWB80.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

IWL$88 − $15 = $73

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee