MGC vs IWB

AMGC

BIWB

Measures won4–2MGC wins · of 6 · 5Y

$10,000 · 5Y$17,540MGC · IWB $16,543

Lowest cost0.05%MGC · $5 on $10k

Most income0.96%MGC · $96 on $10k

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

Held in common76.4%MGC and IWB

MGC

IWB

Vanguard Morningstar Mega Cap ETF · $10.3BiShares Russell 1000 ETF · $48.5B

+22.9%3 years · per year$18,584 · $18,083+21.8%

+11.9%5 years · per year$17,540 · $16,543+10.6%

0.05%Expense ratio$5 · $15 on $10k · lower wins0.15%

0.96%12-mo yield$96 · $95 on $10k0.95%

−9.8%Worst dropSmaller wins−8.9%

14.4%VolatilityLower wins13.6%

4–2MGC wins

$10,000 · 5 yearsOne scale

Shared top holdingsMGC · IWB

8.9%AAPL7.1%

9.6%NVDA6.6%

7.0%MSFT5.8%

4.5%AMZN3.6%

Held in common76.4%

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	AMGC	Vanguard Morningstar Mega Cap ETFRead Desk		0.05%	0.96%	−4.6%	+7.6%	+8.7%	+22.9%	+11.9%	−9.8%	$10.3B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B

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	AMGC	Vanguard Morningstar Mega Cap ETFRead Desk		0.05%	0.96%	−4.6%	+7.6%	+8.7%	+22.9%	+11.9%	−9.8%	$10.3B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B

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

MGC vs IWB

MGC

Vanguard Morningstar Mega Cap

$17,540

IWB

iShares Russell 1000

$16,543

MeasureMGCIWB

Fee0.05%0.15%

Cost on $10k a year$5$15

Yield0.96%0.95%

5 years, per year+11.9%+10.6%

3 years, per year+22.9%+21.8%

Worst drop · 1Y−9.8%−8.9%

Volatility · 1Y14.4%13.6%

3–2measures won
MGC first

76.4%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MGC, IWB

Today

76.4%most shared, MGC and IWB

MGCIWB

MGC—76.4%

IWB76.4%—

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

Income After Fees on $10,000

$91most kept, MGC

MGC$96 − $5 = $91

IWB$95 − $15 = $80

KeptFee

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