PBUS vs IWB

APBUS

BIWB

Measures won4–2PBUS wins · of 6 · 5Y

$10,000 · 5Y$17,719PBUS · IWB $17,459

Lowest cost0.04%PBUS · $4 on $10k

Most income1.00%PBUS · $100 on $10k

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

Held in common92.8%PBUS and IWB

PBUS

IWB

Invesco MSCI USA ETF · $10.5BiShares Russell 1000 ETF · $48.5B

+24.3%3 years · per year$19,195 · $19,023+23.9%

+12.1%5 years · per year$17,719 · $17,459+11.8%

0.04%Expense ratio$4 · $15 on $10k · lower wins0.15%

1.00%12-mo yield$100 · $91 on $10k0.91%

−9.0%Worst dropSmaller wins−8.9%

13.1%VolatilityLower wins12.9%

4–2PBUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsPBUS · IWB

7.3%NVDA6.9%

7.5%AAPL6.9%

5.6%MSFT5.5%

3.7%AMZN3.5%

Held in common92.8%

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	APBUS	Invesco MSCI USA ETFRead Desk		0.04%	1.00%	+1.6%	+13.1%	+12.9%	+24.3%	+12.1%	−9.0%	$10.5B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B

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	APBUS	Invesco MSCI USA ETFRead Desk		0.04%	1.00%	+1.6%	+13.1%	+12.9%	+24.3%	+12.1%	−9.0%	$10.5B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B

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

PBUS vs IWB

PBUS

Invesco MSCI USA

$17,719

IWB

iShares Russell 1000

$17,459

MeasurePBUSIWB

Fee0.04%0.15%

Cost on $10k a year$4$15

Yield1.00%0.91%

5 years, per year+12.1%+11.8%

3 years, per year+24.3%+23.9%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y13.1%12.9%

4–2measures won
PBUS first

92.8%

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: PBUS, IWB

Today

92.8%most shared, PBUS and IWB

PBUSIWB

PBUS—92.8%

IWB92.8%—

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

Income After Fees on $10,000

$96most kept, PBUS

PBUS$100 − $4 = $96

IWB$91 − $15 = $76

KeptFee

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