RWL vs IWB

ARWL

BIWB

Measures won5–1RWL wins · of 6 · 5Y

$10,000 · 5Y$18,809RWL · IWB $16,543

Lowest cost0.15%IWB · $15 on $10k

Most income1.20%RWL · $120 on $10k

Smallest drop−6.6%RWL · worst fall in 1Y

Held in common55.1%RWL and IWB

RWL

IWB

Invesco S&P 500 Revenue ETF · $10.4BiShares Russell 1000 ETF · $48.5B

+22.4%3 years · per year$18,344 · $18,083+21.8%

+13.5%5 years · per year$18,809 · $16,543+10.6%

0.39%Expense ratio$39 · $15 on $10k · lower wins0.15%

1.20%12-mo yield$120 · $95 on $10k0.95%

−6.6%Worst dropSmaller wins−8.9%

10.3%VolatilityLower wins13.6%

5–1RWL wins

$10,000 · 5 yearsOne scale

Shared top holdingsRWL · IWB

4.0%AMZN3.6%

2.5%AAPL7.1%

1.8%MSFT5.8%

2.1%BRK-B1.5%

Held in common55.1%

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	ARWL	Invesco S&P 500 Revenue ETFRead Desk		0.39%	1.20%	−2.6%	+18.3%	+22.0%	+22.4%	+13.5%	−6.6%	$10.4B
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	ARWL	Invesco S&P 500 Revenue ETFRead Desk		0.39%	1.20%	−2.6%	+18.3%	+22.0%	+22.4%	+13.5%	−6.6%	$10.4B
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

RWL vs IWB

RWL

Invesco S&P 500 Revenue

$18,809

IWB

iShares Russell 1000

$16,543

MeasureRWLIWB

Fee0.39%0.15%

Cost on $10k a year$39$15

Yield1.20%0.95%

5 years, per year+13.5%+10.6%

3 years, per year+22.4%+21.8%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y10.3%13.6%

5–1measures won
RWL first

55.1%

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: RWL, IWB

Today

55.1%most shared, RWL and IWB

RWLIWB

RWL—55.1%

IWB55.1%—

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

Income After Fees on $10,000

$81most kept, RWL

RWL$120 − $39 = $81

IWB$95 − $15 = $80

KeptFee

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