RAFE vs IWB

ARAFE

BIWB

Measures won5–1RAFE wins · of 6 · 5Y

$10,000 · 5Y$17,342RAFE · IWB $16,543

Lowest cost0.15%IWB · $15 on $10k

Most income1.47%RAFE · $147 on $10k

Smallest drop−7.5%RAFE · worst fall in 1Y

Held in common44.3%RAFE and IWB

RAFE

IWB

PIMCO RAFI ESG U.S. ETF · $174MiShares Russell 1000 ETF · $48.5B

+23.1%3 years · per year$18,652 · $18,083+21.8%

+11.6%5 years · per year$17,342 · $16,543+10.6%

0.29%Expense ratio$29 · $15 on $10k · lower wins0.15%

1.47%12-mo yield$147 · $95 on $10k0.95%

−7.5%Worst dropSmaller wins−8.9%

12.0%VolatilityLower wins13.6%

5–1RAFE wins

$10,000 · 5 yearsOne scale

Shared top holdingsRAFE · IWB

5.4%AAPL7.1%

5.4%MSFT5.8%

1.3%NVDA6.6%

2.4%JPM1.3%

Held in common44.3%

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	ARAFE	PIMCO RAFI ESG U.S. ETFRead Desk		0.29%	1.47%	−3.2%	+21.4%	+26.1%	+23.1%	+11.6%	−7.5%	$174M
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	ARAFE	PIMCO RAFI ESG U.S. ETFRead Desk		0.29%	1.47%	−3.2%	+21.4%	+26.1%	+23.1%	+11.6%	−7.5%	$174M
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

RAFE vs IWB

RAFE

PIMCO RAFI ESG U.S.

$17,342

IWB

iShares Russell 1000

$16,543

MeasureRAFEIWB

Fee0.29%0.15%

Cost on $10k a year$29$15

Yield1.47%0.95%

5 years, per year+11.6%+10.6%

3 years, per year+23.1%+21.8%

Worst drop · 1Y−7.5%−8.9%

Volatility · 1Y12.0%13.6%

5–1measures won
RAFE first

44.3%

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: RAFE, IWB

Today

44.3%most shared, RAFE and IWB

RAFEIWB

RAFE—44.3%

IWB44.3%—

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

Income After Fees on $10,000

$118most kept, RAFE

RAFE$147 − $29 = $118

IWB$95 − $15 = $80

KeptFee

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