PWB vs IJR

APWB

BIJR

Measures won2–4IJR wins · of 6 · 5Y

$10,000 · 5Y$18,192PWB · IJR $13,254

Lowest cost0.06%IJR · $6 on $10k

Most income1.21%IJR · $121 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common0.0%PWB and IJR

PWB

IJR

Invesco Large Cap Growth ETF · $2.3BiShares Core S&P Small-Cap ETF · $104B

+27.5%3 years · per year$20,705 · $16,193+17.4%

+12.7%5 years · per year$18,192 · $13,254+5.8%

0.55%Expense ratio$55 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $121 on $10k1.21%

−20.4%Worst dropSmaller wins−9.7%

27.0%VolatilityLower wins16.4%

2–4IJR wins

$10,000 · 5 yearsOne scale

Shared top holdingsPWB · IJR

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	APWB	Invesco Large Cap Growth ETFRead Desk		0.55%	0.00%	+5.3%	+13.0%	+13.4%	+27.5%	+12.7%	−20.4%	$2.3B
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B

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	APWB	Invesco Large Cap Growth ETFRead Desk		0.55%	0.00%	+5.3%	+13.0%	+13.4%	+27.5%	+12.7%	−20.4%	$2.3B
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B

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

PWB vs IJR

PWB

Invesco Large Cap Growth

$18,192

IJR

iShares Core S&P Small-Cap

$13,254

MeasurePWBIJR

Fee0.55%0.06%

Cost on $10k a year$55$6

Yield0.00%1.21%

5 years, per year+12.7%+5.8%

3 years, per year+27.5%+17.4%

Worst drop · 1Y−20.4%−9.7%

Volatility · 1Y27.0%16.4%

4–2measures won
IJR first

0.0%

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: PWB, IJR

Today

0.0%most shared, PWB and IJR

PWBIJR

PWB—0.0%

IJR0.0%—

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

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

PWB$0 − $55 = −$55

KeptFee

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