ONEQ vs IWB

AONEQ

BIWB

Measures won2–4IWB wins · of 6 · 5Y

$10,000 · 5Y$16,663ONEQ · IWB $16,575

Lowest cost0.15%IWB · $15 on $10k

Most income0.95%IWB · $95 on $10k

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

Held in common53.6%ONEQ and IWB

ONEQ

IWB

Fidelity Nasdaq Composite Index ETF · $10.4BiShares Russell 1000 ETF · $46.4B

+24.3%3 years · per year$19,199 · $17,966+21.6%

+10.8%5 years · per year$16,663 · $16,575+10.6%

0.21%Expense ratio$21 · $15 on $10k · lower wins0.15%

0.53%12-mo yield$53 · $95 on $10k0.95%

−12.7%Worst dropSmaller wins−8.9%

19.4%VolatilityLower wins13.6%

2–4IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsONEQ · IWB

11.7%AAPL7.1%

10.2%NVDA6.6%

9.3%MSFT5.8%

6.6%AMZN3.6%

Held in common53.6%

End-of-day Nov 6, 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	AONEQ	Fidelity Nasdaq Composite Index ETFRead Desk		0.21%	0.53%	+1.1%	+6.4%	+5.4%	+24.3%	+10.8%	−12.7%	$10.4B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AONEQ	Fidelity Nasdaq Composite Index ETFRead Desk		0.21%	0.53%	+1.1%	+6.4%	+5.4%	+24.3%	+10.8%	−12.7%	$10.4B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ONEQ vs IWB

ONEQ

Fidelity Nasdaq Composite Index

$16,663

IWB

iShares Russell 1000

$16,575

MeasureONEQIWB

Fee0.21%0.15%

Cost on $10k a year$21$15

Yield0.53%0.95%

5 years, per year+10.8%+10.6%

3 years, per year+24.3%+21.6%

Worst drop · 1Y−12.7%−8.9%

Volatility · 1Y19.4%13.6%

4–2measures won
IWB first

53.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ONEQ, IWB

Today

53.6%most shared, ONEQ and IWB

ONEQIWB

ONEQ—53.6%

IWB53.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

ONEQ$53 − $21 = $32

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee