SPGP vs IWB

ASPGP

BIWB

Measures won0–6IWB wins · of 6 · 5Y

$10,000 · 5Y$17,459IWB · SPGP $14,942

Lowest cost0.15%IWB · $15 on $10k

Most income0.91%IWB · $91 on $10k

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

Held in common17.2%SPGP and IWB

SPGP

IWB

Invesco S&P 500 GARP ETF · $2.1BiShares Russell 1000 ETF · $48.5B

+15.2%3 years · per year$15,298 · $19,023+23.9%

+8.4%5 years · per year$14,942 · $17,459+11.8%

0.34%Expense ratio$34 · $15 on $10k · lower wins0.15%

0.75%12-mo yield$75 · $91 on $10k0.91%

−11.2%Worst dropSmaller wins−8.9%

15.6%VolatilityLower wins12.9%

0–6IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPGP · IWB

2.2%NVDA6.9%

1.7%META2.0%

2.3%LLY1.6%

1.4%BRK-B1.5%

Held in common17.2%

End-of-day Nov 4, 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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	ASPGP	Invesco S&P 500 GARP ETFRead Desk		0.34%	0.75%	+3.3%	+13.4%	+15.2%	+15.2%	+8.4%	−11.2%	$2.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	ASPGP	Invesco S&P 500 GARP ETFRead Desk		0.34%	0.75%	+3.3%	+13.4%	+15.2%	+15.2%	+8.4%	−11.2%	$2.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPGP vs IWB

SPGP

Invesco S&P 500 GARP

$14,942

IWB

iShares Russell 1000

$17,459

MeasureSPGPIWB

Fee0.34%0.15%

Cost on $10k a year$34$15

Yield0.75%0.91%

5 years, per year+8.4%+11.8%

3 years, per year+15.2%+23.9%

Worst drop · 1Y−11.2%−8.9%

Volatility · 1Y15.6%12.9%

6–0measures won
IWB first

17.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SPGP, IWB

Today

17.2%most shared, SPGP and IWB

SPGPIWB

SPGP—17.2%

IWB17.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

SPGP$75 − $34 = $41

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee