JPUS vs IWB

AJPUS

BIWB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,543IWB · JPUS $15,521

Lowest cost0.15%IWB · $15 on $10k

Most income2.02%JPUS · $202 on $10k

Smallest drop−6.9%JPUS · worst fall in 1Y

Held in common25.5%JPUS and IWB

JPUS

IWB

JPMorgan Diversified Return U.S. Equity ETF · $472MiShares Russell 1000 ETF · $46.4B

+18.1%3 years · per year$16,465 · $18,083+21.8%

+9.2%5 years · per year$15,521 · $16,543+10.6%

0.18%Expense ratio$18 · $15 on $10k · lower wins0.15%

2.02%12-mo yield$202 · $95 on $10k0.95%

−6.9%Worst dropSmaller wins−8.9%

10.4%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsJPUS · IWB

0.5%PM0.5%

0.4%AAPL7.1%

0.4%KO0.5%

0.4%ABBV0.7%

Held in common25.5%

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$46.4B
2	AJPUS	JPMorgan Diversified Return U.S. Equity ETFRead Desk		0.18%	2.02%	−2.4%	+15.2%	+19.0%	+18.1%	+9.2%	−6.9%	$472M

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$46.4B
2	AJPUS	JPMorgan Diversified Return U.S. Equity ETFRead Desk		0.18%	2.02%	−2.4%	+15.2%	+19.0%	+18.1%	+9.2%	−6.9%	$472M

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

JPUS vs IWB

JPUS

JPMorgan Diversified Return U.S. Equity

$15,521

IWB

iShares Russell 1000

$16,543

MeasureJPUSIWB

Fee0.18%0.15%

Cost on $10k a year$18$15

Yield2.02%0.95%

5 years, per year+9.2%+10.6%

3 years, per year+18.1%+21.8%

Worst drop · 1Y−6.9%−8.9%

Volatility · 1Y10.4%13.6%

3–3measures won
level

25.5%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: JPUS, IWB

Today

25.5%most shared, JPUS and IWB

JPUSIWB

JPUS—25.5%

IWB25.5%—

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

Income After Fees on $10,000

$184most kept, JPUS

JPUS$202 − $18 = $184

IWB$95 − $15 = $80

KeptFee

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