LGDX vs IWB

ALGDX

BIWB

Measures won0–4IWB wins · of 6 · 5Y

$10,000 · 5Y$17,459IWB · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income0.91%IWB · $91 on $10k

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

Held in common61.5%LGDX and IWB

LGDX

IWB

Intech S&P Large Cap Diversified Alpha ETF · $141MiShares Russell 1000 ETF · $48.5B

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

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

0.25%Expense ratio$25 · $15 on $10k · lower wins0.15%

0.47%12-mo yield$47 · $91 on $10k0.91%

−9.0%Worst dropSmaller wins−8.9%

13.5%VolatilityLower wins12.9%

0–4IWB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLGDX · IWB

8.2%NVDA6.9%

5.8%AAPL6.9%

4.4%MSFT5.5%

2.7%AMZN3.5%

Held in common61.5%

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

All Three

5Y3 funds

#
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	ALGDX	Intech S&P Large Cap Diversified Alpha ETFRead Desk	0.25%	0.47%	+1.0%	+9.8%	+10.4%	new	new	−9.0%	$141M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	ALGDX	Intech S&P Large Cap Diversified Alpha ETFRead Desk	0.25%	0.47%	+1.0%	+9.8%	+10.4%	new	new	−9.0%	$141M

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

LGDX vs IWB

LGDX

Intech S&P Large Cap Diversified Alpha

[…]

IWB

iShares Russell 1000

$17,459

MeasureLGDXIWB

Fee0.25%0.15%

Cost on $10k a year$25$15

Yield0.47%0.91%

5 years, per year[…]+11.8%

3 years, per year[…]+23.9%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y13.5%12.9%

4–0measures won
IWB first

61.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

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

Overlap: LGDX, IWB, VUG

Today

61.5%most shared, LGDX and IWB

LGDXIWBVUG

LGDX—61.5%48.7%

IWB61.5%—52.0%

VUG48.7%52.0%—

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

VUG$40 − $3 = $37

LGDX$47 − $25 = $22

KeptFee

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