SPHB vs IWB

ASPHB

BIWB

Measures won2–4IWB wins · of 6 · 5Y

$10,000 · 5Y$16,957SPHB · IWB $16,575

Lowest cost0.15%IWB · $15 on $10k

Most income0.95%IWB · $95 on $10k

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

Held in common19.1%SPHB and IWB

SPHB

IWB

Invesco S&P 500 High Beta ETF · $816MiShares Russell 1000 ETF · $46.4B

+26.9%3 years · per year$20,434 · $17,966+21.6%

+11.1%5 years · per year$16,957 · $16,575+10.6%

0.25%Expense ratio$25 · $15 on $10k · lower wins0.15%

0.59%12-mo yield$59 · $95 on $10k0.95%

−20.2%Worst dropSmaller wins−8.9%

29.7%VolatilityLower wins13.6%

2–4IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPHB · IWB

1.5%TSLA1.6%

1.5%MU1.3%

1.6%AMD1.1%

1.0%NVDA6.6%

Held in common19.1%

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

Both

5Y2 funds

#			Trend
1	ASPHB	Invesco S&P 500 High Beta ETFRead Desk		0.25%	0.59%	+2.7%	+10.3%	+13.8%	+26.9%	+11.1%	−20.2%	$816M
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B

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

Both

5Y2 funds

#			Trend
1	ASPHB	Invesco S&P 500 High Beta ETFRead Desk		0.25%	0.59%	+2.7%	+10.3%	+13.8%	+26.9%	+11.1%	−20.2%	$816M
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B

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

SPHB vs IWB

SPHB

Invesco S&P 500 High Beta

$16,958

IWB

iShares Russell 1000

$16,575

MeasureSPHBIWB

Fee0.25%0.15%

Cost on $10k a year$25$15

Yield0.59%0.95%

5 years, per year+11.1%+10.6%

3 years, per year+26.9%+21.6%

Worst drop · 1Y−20.2%−8.9%

Volatility · 1Y29.7%13.6%

4–2measures won
IWB first

19.1%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SPHB, IWB

Today

19.1%most shared, SPHB and IWB

SPHBIWB

SPHB—19.1%

IWB19.1%—

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

SPHB$59 − $25 = $34

KeptFee

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