LCDS vs IWB

ALCDS

BIWB

Measures won1–3IWB wins · of 6 · 5Y

$10,000 · 5Y$17,459IWB

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 common54.2%LCDS and IWB

LCDS

IWB

JPMorgan Fundamental Data Science Large Core ETF · $16MiShares Russell 1000 ETF · $48.5B

[…]3 years · per year[…] · $19,023+23.9%

[…]5 years · per year[…] · $17,459+11.8%

0.30%Expense ratio$30 · $15 on $10k · lower wins0.15%

0.85%12-mo yield$85 · $91 on $10k0.91%

−9.1%Worst dropSmaller wins−8.9%

12.4%VolatilityLower wins12.9%

1–3IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsLCDS · IWB

8.4%NVDA6.9%

7.5%AAPL6.9%

6.7%MSFT5.5%

4.3%AMZN3.5%

Held in common54.2%

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	ALCDS	JPMorgan Fundamental Data Science Large Core ETFRead Desk		0.30%	0.85%	+1.4%	+13.9%	+14.5%	new	new	−9.1%	$16M

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	ALCDS	JPMorgan Fundamental Data Science Large Core ETFRead Desk		0.30%	0.85%	+1.4%	+13.9%	+14.5%	new	new	−9.1%	$16M

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

LCDS vs IWB

LCDS

JPMorgan Fundamental Data Science Large Core

[…]

IWB

iShares Russell 1000

$17,459

MeasureLCDSIWB

Fee0.30%0.15%

Cost on $10k a year$30$15

Yield0.85%0.91%

5 years, per year[…]+11.8%

3 years, per year[…]+23.9%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y12.4%12.9%

2–1measures won
IWB first

54.2%

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: LCDS, IWB

Today

54.2%most shared, LCDS and IWB

LCDSIWB

LCDS—54.2%

IWB54.2%—

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

LCDS$85 − $30 = $55

KeptFee

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