LCTU vs IWB

ALCTU

BIWB

Measures won1–5IWB wins · of 6 · 5Y

$10,000 · 5Y$16,575IWB · LCTU $16,041

Lowest cost0.15%IWB · $15 on $10k

Most income1.00%LCTU · $100 on $10k

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

Held in common68.6%LCTU and IWB

LCTU

IWB

iShares U.S. Carbon Transition Readiness Aware Active ETF · $1.1BiShares Russell 1000 ETF · $46.4B

+20.9%3 years · per year$17,673 · $17,966+21.6%

+9.9%5 years · per year$16,041 · $16,575+10.6%

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

1.00%12-mo yield$100 · $95 on $10k0.95%

−9.4%Worst dropSmaller wins−8.9%

13.7%VolatilityLower wins13.6%

1–5IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsLCTU · IWB

7.7%AAPL7.1%

6.6%NVDA6.6%

5.4%MSFT5.8%

3.3%AMZN3.6%

Held in common68.6%

End-of-day Nov 6, 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%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B
2	ALCTU	iShares U.S. Carbon Transition Readiness Aware Active ETFRead Desk		0.30%	1.00%	+0.3%	+7.1%	+7.8%	+20.9%	+9.9%	−9.4%	$1.1B

End-of-day Nov 6, 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%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B
2	ALCTU	iShares U.S. Carbon Transition Readiness Aware Active ETFRead Desk		0.30%	1.00%	+0.3%	+7.1%	+7.8%	+20.9%	+9.9%	−9.4%	$1.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LCTU vs IWB

LCTU

iShares U.S. Carbon Transition Readiness Aware Active

$16,041

IWB

iShares Russell 1000

$16,575

MeasureLCTUIWB

Fee0.30%0.15%

Cost on $10k a year$30$15

Yield1.00%0.95%

5 years, per year+9.9%+10.6%

3 years, per year+20.9%+21.6%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y13.7%13.6%

5–1measures won
IWB first

68.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: LCTU, IWB

Today

68.6%most shared, LCTU and IWB

LCTUIWB

LCTU—68.6%

IWB68.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

LCTU$100 − $30 = $70

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee