LRGF vs IWB

ALRGF

BIWB

Measures won5–0LRGF wins · of 6 · 5Y

$10,000 · 5Y$19,018LRGF · IWB $17,459

Lowest cost0.08%LRGF · $8 on $10k

Most income1.06%LRGF · $106 on $10k

Smallest drop−8.7%LRGF · worst fall in 1Y

Held in common67.2%LRGF and IWB

LRGF

IWB

iShares U.S. Equity Factor ETF · $3.6BiShares Russell 1000 ETF · $47.8B

+24.5%3 years · per year$19,310 · $19,023+23.9%

+13.7%5 years · per year$19,018 · $17,459+11.8%

0.08%Expense ratio$8 · $15 on $10k · lower wins0.15%

1.06%12-mo yield$106 · $91 on $10k0.91%

−8.7%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins12.9%

5–0LRGF wins

$10,000 · 5 yearsOne scale

Shared top holdingsLRGF · IWB

7.1%NVDA6.9%

6.9%AAPL6.9%

5.4%MSFT5.5%

3.2%AMZN3.5%

Held in common67.2%

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	ALRGF	iShares U.S. Equity Factor ETFRead Desk		0.08%	1.06%	+1.4%	+13.3%	+12.4%	+24.5%	+13.7%	−8.7%	$3.6B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$47.8B

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	ALRGF	iShares U.S. Equity Factor ETFRead Desk		0.08%	1.06%	+1.4%	+13.3%	+12.4%	+24.5%	+13.7%	−8.7%	$3.6B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$47.8B

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

LRGF vs IWB

LRGF

iShares U.S. Equity Factor

$19,018

IWB

iShares Russell 1000

$17,459

MeasureLRGFIWB

Fee0.08%0.15%

Cost on $10k a year$8$15

Yield1.06%0.91%

5 years, per year+13.7%+11.8%

3 years, per year+24.5%+23.9%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y12.9%12.9%

5–0measures won
LRGF first

67.2%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: LRGF, IWB

Today

67.2%most shared, LRGF and IWB

LRGFIWB

LRGF—67.2%

IWB67.2%—

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

Income After Fees on $10,000

$98most kept, LRGF

LRGF$106 − $8 = $98

IWB$91 − $15 = $76

KeptFee

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