QQQJ vs IWB

AQQQJ

BIWB

Measures won1–4IWB wins · of 6 · 5Y

$10,000 · 5Y$16,543IWB · QQQJ $12,692

Lowest cost0.15%QQQJ · $15 on $10k

Most income0.95%IWB · $95 on $10k

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

Held in common2.3%QQQJ and IWB

QQQJ

IWB

Invesco NASDAQ Next Gen 100 ETF · $1.2BiShares Russell 1000 ETF · $48.5B

+23.7%3 years · per year$18,916 · $18,083+21.8%

+4.9%5 years · per year$12,692 · $16,543+10.6%

0.15%Expense ratio$15 · $15 on $10k · lower wins0.15%

0.77%12-mo yield$77 · $95 on $10k0.95%

−11.8%Worst dropSmaller wins−8.9%

20.1%VolatilityLower wins13.6%

1–4IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsQQQJ · IWB

1.8%KMB0.1%

2.8%NTRA0.1%

2.8%EBAY0.1%

2.1%RVMD0.1%

Held in common2.3%

End-of-day Nov 5, 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%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
2	AQQQJ	Invesco NASDAQ Next Gen 100 ETFRead Desk		0.15%	0.77%	−4.8%	+15.7%	+19.2%	+23.7%	+4.9%	−11.8%	$1.2B

End-of-day Nov 5, 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%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
2	AQQQJ	Invesco NASDAQ Next Gen 100 ETFRead Desk		0.15%	0.77%	−4.8%	+15.7%	+19.2%	+23.7%	+4.9%	−11.8%	$1.2B

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

Cards for this view

QQQJ vs IWB

QQQJ

Invesco NASDAQ Next Gen 100

$12,692

IWB

iShares Russell 1000

$16,543

MeasureQQQJIWB

Fee0.15%0.15%

Cost on $10k a year$15$15

Yield0.77%0.95%

5 years, per year+4.9%+10.6%

3 years, per year+23.7%+21.8%

Worst drop · 1Y−11.8%−8.9%

Volatility · 1Y20.1%13.6%

4–1measures won
IWB first

2.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: QQQJ, IWB

Today

2.3%most shared, QQQJ and IWB

QQQJIWB

QQQJ—2.3%

IWB2.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

QQQJ$77 − $15 = $62

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee