MCDS vs IWB

AMCDS

BIWB

Measures won3–1MCDS wins · of 6 · 5Y

$10,000 · 5Y$16,543IWB

Lowest cost0.15%IWB · $15 on $10k

Most income1.04%MCDS · $104 on $10k

Smallest drop−7.5%MCDS · worst fall in 1Y

Held in common8.5%MCDS and IWB

MCDS

IWB

JPMorgan Fundamental Data Science Mid Core ETF · $8MiShares Russell 1000 ETF · $46.4B

[…]3 years · per year[…] · $18,083+21.8%

[…]5 years · per year[…] · $16,543+10.6%

0.35%Expense ratio$35 · $15 on $10k · lower wins0.15%

1.04%12-mo yield$104 · $95 on $10k0.95%

−7.5%Worst dropSmaller wins−8.9%

13.4%VolatilityLower wins13.6%

3–1MCDS wins

$10,000 · 5 yearsOne scale

Shared top holdingsMCDS · IWB

0.5%COF0.2%

1.7%MPC0.2%

0.3%WDC0.2%

0.9%SNOW0.1%

Held in common8.5%

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	AMCDS	JPMorgan Fundamental Data Science Mid Core ETFRead Desk		0.35%	1.04%	−3.4%	+12.7%	+15.8%	new	new	−7.5%	$8M

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	AMCDS	JPMorgan Fundamental Data Science Mid Core ETFRead Desk		0.35%	1.04%	−3.4%	+12.7%	+15.8%	new	new	−7.5%	$8M

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

MCDS vs IWB

MCDS

JPMorgan Fundamental Data Science Mid Core

[…]

IWB

iShares Russell 1000

$16,543

MeasureMCDSIWB

Fee0.35%0.15%

Cost on $10k a year$35$15

Yield1.04%0.95%

5 years, per year[…]+10.6%

3 years, per year[…]+21.8%

Worst drop · 1Y−7.5%−8.9%

Volatility · 1Y13.4%13.6%

2–1measures won
MCDS first

8.5%

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: MCDS, IWB

Today

8.5%most shared, MCDS and IWB

MCDSIWB

MCDS—8.5%

IWB8.5%—

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

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

MCDS$104 − $35 = $69

KeptFee

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