OEF vs IWB

AOEF

BIWB

Measures won2–4IWB wins · of 6 · 5Y

$10,000 · 5Y$18,530OEF · IWB $16,924

Lowest cost0.15%IWB · $15 on $10k

Most income0.93%IWB · $93 on $10k

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

Held in common67.9%OEF and IWB

OEF

IWB

iShares S&P 100 ETF · $19.4BiShares Russell 1000 ETF · $46.6B

+23.4%3 years · per year$18,769 · $18,056+21.8%

+13.1%5 years · per year$18,530 · $16,924+11.1%

0.20%Expense ratio$20 · $15 on $10k · lower wins0.15%

0.88%12-mo yield$88 · $93 on $10k0.93%

−10.9%Worst dropSmaller wins−8.9%

14.8%VolatilityLower wins13.8%

2–4IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsOEF · IWB

10.7%AAPL7.3%

9.7%NVDA6.4%

8.4%MSFT5.8%

5.5%AMZN3.7%

Held in common67.9%

End-of-day Nov 9, 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	AOEF	iShares S&P 100 ETFRead Desk		0.20%	0.88%	+2.2%	+9.0%	+10.7%	+23.4%	+13.1%	−10.9%	$19.4B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.93%	+2.4%	+11.2%	+13.5%	+21.8%	+11.1%	−8.9%	$46.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AOEF	iShares S&P 100 ETFRead Desk		0.20%	0.88%	+2.2%	+9.0%	+10.7%	+23.4%	+13.1%	−10.9%	$19.4B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.93%	+2.4%	+11.2%	+13.5%	+21.8%	+11.1%	−8.9%	$46.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OEF vs IWB

OEF

iShares S&P 100

$18,530

IWB

iShares Russell 1000

$16,924

MeasureOEFIWB

Fee0.20%0.15%

Cost on $10k a year$20$15

Yield0.88%0.93%

5 years, per year+13.1%+11.1%

3 years, per year+23.4%+21.8%

Worst drop · 1Y−10.9%−8.9%

Volatility · 1Y14.8%13.8%

3–2measures won
IWB first

67.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: OEF, IWB

Today

67.9%most shared, OEF and IWB

OEFIWB

OEF—67.9%

IWB67.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$78most kept, IWB

IWB$93 − $15 = $78

OEF$88 − $20 = $68

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee