SIZE vs IWB

ASIZE

BIWB

Measures won3–2SIZE wins · of 6 · 5Y

$10,000 · 5Y$16,543IWB · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.39%SIZE · $139 on $10k

Smallest drop−8.0%SIZE · worst fall in 1Y

Held in common42.1%SIZE and IWB

SIZE

IWB

iShares MSCI USA Size Factor ETF · $426MiShares Russell 1000 ETF · $46.4B

+18.4%3 years · per year$16,580 · $18,083+21.8%

+7.2%5 years · per year$14,165 · $16,543+10.6%

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

1.39%12-mo yield$139 · $95 on $10k0.95%

−8.0%Worst dropSmaller wins−8.9%

13.2%VolatilityLower wins13.6%

3–2SIZE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSIZE · IWB

0.3%TMO0.4%

0.3%CRWD0.3%

0.2%AMGN0.4%

0.2%PANW0.4%

Held in common42.1%

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

All Three

5Y3 funds

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$46.4B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−3.3%	+11.1%	+13.6%	+18.4%	+7.2%	−8.0%	$426M

End-of-day Nov 5, 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%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$46.4B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−3.3%	+11.1%	+13.6%	+18.4%	+7.2%	−8.0%	$426M

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

SIZE vs IWB

SIZE

iShares MSCI USA Size Factor

$14,165

IWB

iShares Russell 1000

$16,543

MeasureSIZEIWB

Fee0.15%0.15%

Cost on $10k a year$15$15

Yield1.39%0.95%

5 years, per year+7.2%+10.6%

3 years, per year+18.4%+21.8%

Worst drop · 1Y−8.0%−8.9%

Volatility · 1Y13.2%13.6%

3–2measures won
SIZE first

42.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SIZE, IWB, VUG

Today

52.0%most shared, IWB and VUG

SIZEIWBVUG

SIZE—42.1%18.0%

IWB42.1%—52.0%

VUG18.0%52.0%—

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

Income After Fees on $10,000

$124most kept, SIZE

SIZE$139 − $15 = $124

IWB$95 − $15 = $80

VUG$43 − $3 = $40

KeptFee

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