SCDS vs IWB

ASCDS

BIWB

Measures won1–3IWB wins · of 6 · 5Y

$10,000 · 5Y$16,575IWB · IWF $15,441

Lowest cost0.15%IWB · $15 on $10k

Most income1.13%SCDS · $113 on $10k

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

Held in common0.6%SCDS and IWB

SCDS

IWB

JPMorgan Fundamental Data Science Small Core ETF · $10MiShares Russell 1000 ETF · $46.4B

[…]3 years · per year[…] · $17,966+21.6%

[…]5 years · per year[…] · $16,575+10.6%

0.40%Expense ratio$40 · $15 on $10k · lower wins0.15%

1.13%12-mo yield$113 · $95 on $10k0.95%

−9.7%Worst dropSmaller wins−8.9%

17.7%VolatilityLower wins13.6%

1–3IWB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCDS · IWB

0.5%SLB0.1%

0.2%BE0.1%

0.4%RVMD0.1%

0.2%INSM0.0%

Held in common0.6%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	ASCDS	JPMorgan Fundamental Data Science Small Core ETFRead Desk	0.40%	1.13%	+0.6%	+18.7%	+20.2%	new	new	−9.7%	$10M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	ASCDS	JPMorgan Fundamental Data Science Small Core ETFRead Desk	0.40%	1.13%	+0.6%	+18.7%	+20.2%	new	new	−9.7%	$10M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCDS vs IWB

SCDS

JPMorgan Fundamental Data Science Small Core

[…]

IWB

iShares Russell 1000

$16,575

MeasureSCDSIWB

Fee0.40%0.15%

Cost on $10k a year$40$15

Yield1.13%0.95%

5 years, per year[…]+10.6%

3 years, per year[…]+21.6%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y17.7%13.6%

3–1measures won
IWB first

0.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SCDS, IWB, IWF

Today

55.6%most shared, IWB and IWF

SCDSIWBIWF

SCDS—0.6%0.8%

IWB0.6%—55.6%

IWF0.8%55.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

SCDS$113 − $40 = $73

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee