IWL vs SCHB

AIWL

BSCHB

Measures won2–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,465IWL · SCHB $16,348

Lowest cost0.03%SCHB · $3 on $10k

Most income1.09%SCHB · $109 on $10k

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

Held in common77.0%IWL and SCHB

IWL

SCHB

iShares Russell Top 200 ETF · $2.1BSchwab U.S. Broad Market ETF · $42.9B

+22.5%3 years · per year$18,399 · $18,100+21.9%

+11.8%5 years · per year$17,465 · $16,348+10.3%

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

0.88%12-mo yield$88 · $109 on $10k1.09%

−9.8%Worst dropSmaller wins−8.9%

14.1%VolatilityLower wins13.8%

2–4SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWL · SCHB

8.9%AAPL6.9%

8.2%NVDA6.5%

7.2%MSFT5.6%

4.5%AMZN3.5%

Held in common77.0%

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	AIWL	iShares Russell Top 200 ETFRead Desk		0.15%	0.88%	−4.5%	+7.0%	+8.1%	+22.5%	+11.8%	−9.8%	$2.1B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$42.9B

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	AIWL	iShares Russell Top 200 ETFRead Desk		0.15%	0.88%	−4.5%	+7.0%	+8.1%	+22.5%	+11.8%	−9.8%	$2.1B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$42.9B

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

IWL vs SCHB

IWL

iShares Russell Top 200

$17,465

SCHB

Schwab U.S. Broad Market

$16,348

MeasureIWLSCHB

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.88%1.09%

5 years, per year+11.8%+10.3%

3 years, per year+22.5%+21.9%

Worst drop · 1Y−9.8%−8.9%

Volatility · 1Y14.1%13.8%

4–2measures won
SCHB first

77.0%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IWL, SCHB

Today

77.0%most shared, IWL and SCHB

IWLSCHB

IWL—77.0%

SCHB77.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

IWL$88 − $15 = $73

KeptFee

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