IYY vs IWB

AIYY

BIWB

Measures won0–4IWB wins · of 6 · 5Y

$10,000 · 5Y$17,459IWB · IYY $17,349

Lowest cost0.15%IWB · $15 on $10k

Most income0.91%IWB · $91 on $10k

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

Held in common98.1%IYY and IWB

IYY

IWB

iShares Dow Jones U.S. ETF · $3.0BiShares Russell 1000 ETF · $48.5B

+23.9%3 years · per year$19,024 · $19,023+23.9%

+11.6%5 years · per year$17,349 · $17,459+11.8%

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

0.87%12-mo yield$87 · $91 on $10k0.91%

−8.9%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins12.9%

0–4IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYY · IWB

7.1%NVDA6.9%

6.9%AAPL6.9%

5.5%MSFT5.5%

3.5%AMZN3.5%

Held in common98.1%

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	AIYY	iShares Dow Jones U.S. ETFRead Desk		0.20%	0.87%	+1.5%	+13.1%	+13.1%	+23.9%	+11.6%	−8.9%	$3.0B

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	AIYY	iShares Dow Jones U.S. ETFRead Desk		0.20%	0.87%	+1.5%	+13.1%	+13.1%	+23.9%	+11.6%	−8.9%	$3.0B

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

IYY vs IWB

IYY

iShares Dow Jones U.S.

$17,349

IWB

iShares Russell 1000

$17,459

MeasureIYYIWB

Fee0.20%0.15%

Cost on $10k a year$20$15

Yield0.87%0.91%

5 years, per year+11.6%+11.8%

3 years, per year+23.9%+23.9%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y13.0%12.9%

3–0measures won
IWB first

98.1%

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: IYY, IWB

Today

98.1%most shared, IYY and IWB

IYYIWB

IYY—98.1%

IWB98.1%—

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

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

IYY$87 − $20 = $67

KeptFee

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