SHUS vs IWB

ASHUS

BIWB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,924IWB · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.19%SHUS · $119 on $10k

Smallest drop−6.9%SHUS · worst fall in 1Y

Held in common0.0%SHUS and IWB

SHUS

IWB

Stratified LargeCap Hedged ETF · $23MiShares Russell 1000 ETF · $46.6B

+13.7%3 years · per year$14,704 · $18,056+21.8%

+6.6%5 years · per year$13,738 · $16,924+11.1%

0.95%Expense ratio$95 · $15 on $10k · lower wins0.15%

1.19%12-mo yield$119 · $93 on $10k0.93%

−6.9%Worst dropSmaller wins−8.9%

10.7%VolatilityLower wins13.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSHUS · IWB

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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%	0.93%	+2.4%	+11.2%	+13.5%	+21.8%	+11.1%	−8.9%	$46.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	ASHUS	Stratified LargeCap Hedged ETFRead Desk	0.95%	1.19%	+2.0%	+15.1%	+18.4%	+13.7%	+6.6%	−6.9%	$23M

End-of-day Nov 9, 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%	0.93%	+2.4%	+11.2%	+13.5%	+21.8%	+11.1%	−8.9%	$46.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	ASHUS	Stratified LargeCap Hedged ETFRead Desk	0.95%	1.19%	+2.0%	+15.1%	+18.4%	+13.7%	+6.6%	−6.9%	$23M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SHUS vs IWB

SHUS

Stratified LargeCap Hedged

$13,738

IWB

iShares Russell 1000

$16,924

MeasureSHUSIWB

Fee0.95%0.15%

Cost on $10k a year$95$15

Yield1.19%0.93%

5 years, per year+6.6%+11.1%

3 years, per year+13.7%+21.8%

Worst drop · 1Y−6.9%−8.9%

Volatility · 1Y10.7%13.8%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SHUS, IWB, VUG

Today

51.7%most shared, IWB and VUG

SHUSIWBVUG

SHUS—0.0%0.0%

IWB0.0%—51.7%

VUG0.0%51.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$78most kept, IWB

IWB$93 − $15 = $78

VUG$41 − $3 = $38

SHUS$119 − $95 = $24

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee