NPFE vs IWB

ANPFE

BIWB

Measures won0–2IWB wins · of 6 · 5Y

$10,000 · 5Y$17,090IWB

Lowest cost0.15%IWB · $15 on $10k

Most income0.92%IWB · $92 on $10k

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

Held in common25.4%NPFE and IWB

NPFE

IWB

Elevation Series Trust - Npf Core Equity Etf · $660MiShares Russell 1000 ETF · $47.8B

[…]3 years · per year[…] · $18,957+23.8%

[…]5 years · per year[…] · $17,090+11.3%

0.40%Expense ratio$40 · $15 on $10k · lower wins0.15%

0.29%12-mo yield$29 · $92 on $10k0.92%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins12.8%

0–2IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsNPFE · IWB

10.7%MSFT5.6%

3.4%NVDA6.8%

3.8%AMZN3.3%

3.5%GOOGL2.3%

Held in common25.4%

End-of-day Nov 3, 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%	0.92%	+0.3%	+11.3%	+11.6%	+23.8%	+11.3%	−8.9%	$47.8B
2	ANPFE	Elevation Series Trust - Npf Core Equity EtfRead Desk		0.40%	0.29%	+0.1%	new	new	new	new	[…]	$660M

End-of-day Nov 3, 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%	0.92%	+0.3%	+11.3%	+11.6%	+23.8%	+11.3%	−8.9%	$47.8B
2	ANPFE	Elevation Series Trust - Npf Core Equity EtfRead Desk		0.40%	0.29%	+0.1%	new	new	new	new	[…]	$660M

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

Cards for this view

NPFE vs IWB

NPFE

Elevation Series Trust - Npf Core Equity

[…]

IWB

iShares Russell 1000

$17,090

MeasureNPFEIWB

Fee0.40%0.15%

Cost on $10k a year$40$15

Yield0.29%0.92%

5 years, per year[…]+11.3%

3 years, per year[…]+23.8%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]12.8%

2–0measures won
IWB first

25.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: NPFE, IWB

Today

25.4%most shared, NPFE and IWB

NPFEIWB

NPFE—25.4%

IWB25.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

NPFE$29 − $40 = −$11

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee