IWV vs IWB

AIWV

BIWB

Measures won0–4IWB wins · of 6 · 5Y

$10,000 · 5Y$16,924IWB · IWV $16,641

Lowest cost0.15%IWB · $15 on $10k

Most income0.93%IWB · $93 on $10k

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

Held in common95.9%IWV and IWB

IWV

IWB

iShares Russell 3000 ETF · $19.7BiShares Russell 1000 ETF · $46.6B

+21.6%3 years · per year$17,991 · $18,056+21.8%

+10.7%5 years · per year$16,641 · $16,924+11.1%

0.20%Expense ratio$20 · $15 on $10k · lower wins0.15%

0.88%12-mo yield$88 · $93 on $10k0.93%

−8.9%Worst dropSmaller wins−8.9%

13.8%VolatilityLower wins13.8%

0–4IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWV · IWB

7.0%AAPL7.3%

6.1%NVDA6.4%

5.6%MSFT5.8%

3.6%AMZN3.7%

Held in common95.9%

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

Both

5Y2 funds

#			Trend
1	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.93%	+2.4%	+11.2%	+13.5%	+21.8%	+11.1%	−8.9%	$46.6B
2	AIWV	iShares Russell 3000 ETFRead Desk		0.20%	0.88%	+2.4%	+11.4%	+13.6%	+21.6%	+10.7%	−8.9%	$19.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.93%	+2.4%	+11.2%	+13.5%	+21.8%	+11.1%	−8.9%	$46.6B
2	AIWV	iShares Russell 3000 ETFRead Desk		0.20%	0.88%	+2.4%	+11.4%	+13.6%	+21.6%	+10.7%	−8.9%	$19.7B

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

IWV vs IWB

IWV

iShares Russell 3000

$16,641

IWB

iShares Russell 1000

$16,924

MeasureIWVIWB

Fee0.20%0.15%

Cost on $10k a year$20$15

Yield0.88%0.93%

5 years, per year+10.7%+11.1%

3 years, per year+21.6%+21.8%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y13.8%13.8%

3–0measures won
IWB first

95.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: IWV, IWB

Today

95.9%most shared, IWV and IWB

IWVIWB

IWV—95.9%

IWB95.9%—

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

Income After Fees on $10,000

$78most kept, IWB

IWB$93 − $15 = $78

IWV$88 − $20 = $68

KeptFee

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