ONEY vs IWB

AONEY

BIWB

Measures won2–4IWB wins · of 6 · 5Y

$10,000 · 5Y$17,459IWB · ONEY $16,806

Lowest cost0.15%IWB · $15 on $10k

Most income2.76%ONEY · $276 on $10k

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

Held in common7.4%ONEY and IWB

ONEY

IWB

State Street SPDR Russell 1000 Yield Focus ETF · $671MiShares Russell 1000 ETF · $48.5B

+20.4%3 years · per year$17,447 · $19,023+23.9%

+10.9%5 years · per year$16,805 · $17,459+11.8%

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

2.76%12-mo yield$276 · $91 on $10k0.91%

−9.1%Worst dropSmaller wins−8.9%

12.8%VolatilityLower wins12.9%

2–4IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsONEY · IWB

2.1%ACN0.2%

3.8%PGR0.2%

1.1%MO0.2%

2.1%CMCSA0.1%

Held in common7.4%

End-of-day Nov 4, 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%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk		0.20%	2.76%	+2.5%	+24.3%	+28.4%	+20.4%	+10.9%	−9.1%	$671M

End-of-day Nov 4, 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%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk		0.20%	2.76%	+2.5%	+24.3%	+28.4%	+20.4%	+10.9%	−9.1%	$671M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ONEY vs IWB

ONEY

SPDR Russell 1000 Yield Focus

$16,806

IWB

iShares Russell 1000

$17,459

MeasureONEYIWB

Fee0.20%0.15%

Cost on $10k a year$20$15

Yield2.76%0.91%

5 years, per year+10.9%+11.8%

3 years, per year+20.4%+23.9%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y12.8%12.9%

4–2measures won
IWB first

7.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ONEY, IWB

Today

7.4%most shared, ONEY and IWB

ONEYIWB

ONEY—7.4%

IWB7.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$256most kept, ONEY

ONEY$276 − $20 = $256

IWB$91 − $15 = $76

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee