QUS vs IWB

AQUS

BIWB

Measures won4–1QUS wins · of 6 · 5Y

$10,000 · 5Y$16,601QUS · IWB $16,543

Lowest cost0.15%QUS · $15 on $10k

Most income1.25%QUS · $125 on $10k

Smallest drop−6.8%QUS · worst fall in 1Y

Held in common61.2%QUS and IWB

QUS

IWB

State Street SPDR MSCI USA StrategicFactors ETF · $1.6BiShares Russell 1000 ETF · $48.5B

+19.6%3 years · per year$17,098 · $18,083+21.8%

+10.7%5 years · per year$16,601 · $16,543+10.6%

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

1.25%12-mo yield$125 · $95 on $10k0.95%

−6.8%Worst dropSmaller wins−8.9%

9.8%VolatilityLower wins13.6%

4–1QUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsQUS · IWB

3.9%MSFT5.8%

3.3%AAPL7.1%

2.4%NVDA6.6%

2.2%META2.0%

Held in common61.2%

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	AQUS	State Street SPDR MSCI USA StrategicFactors ETFRead Desk		0.15%	1.25%	−3.0%	+12.0%	+15.3%	+19.6%	+10.7%	−6.8%	$1.6B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B

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	AQUS	State Street SPDR MSCI USA StrategicFactors ETFRead Desk		0.15%	1.25%	−3.0%	+12.0%	+15.3%	+19.6%	+10.7%	−6.8%	$1.6B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B

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

QUS vs IWB

QUS

SPDR MSCI USA StrategicFactors

$16,601

IWB

iShares Russell 1000

$16,543

MeasureQUSIWB

Fee0.15%0.15%

Cost on $10k a year$15$15

Yield1.25%0.95%

5 years, per year+10.7%+10.6%

3 years, per year+19.6%+21.8%

Worst drop · 1Y−6.8%−8.9%

Volatility · 1Y9.8%13.6%

4–1measures won
QUS first

61.2%

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: QUS, IWB

Today

61.2%most shared, QUS and IWB

QUSIWB

QUS—61.2%

IWB61.2%—

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

Income After Fees on $10,000

$110most kept, QUS

QUS$125 − $15 = $110

IWB$95 − $15 = $80

KeptFee

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