SPTM vs IWB

ASPTM

BIWB

Measures won5–1SPTM wins · of 6 · 5Y

$10,000 · 5Y$17,437SPTM · IWB $17,090

Lowest cost0.03%SPTM · $3 on $10k

Most income1.07%SPTM · $107 on $10k

Smallest drop−8.7%SPTM · worst fall in 1Y

Held in common95.0%SPTM and IWB

SPTM

IWB

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $14.0BiShares Russell 1000 ETF · $47.8B

+23.6%3 years · per year$18,889 · $18,957+23.8%

+11.8%5 years · per year$17,437 · $17,090+11.3%

0.03%Expense ratio$3 · $15 on $10k · lower wins0.15%

1.07%12-mo yield$107 · $92 on $10k0.92%

−8.7%Worst dropSmaller wins−8.9%

12.7%VolatilityLower wins12.8%

5–1SPTM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPTM · IWB

7.1%AAPL7.1%

7.2%NVDA6.8%

5.5%MSFT5.6%

3.3%AMZN3.3%

Held in common95.0%

End-of-day Nov 3, 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	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk	0.03%	1.07%	+0.3%	+11.8%	+12.3%	+23.6%	+11.8%	−8.7%	$14.0B
2	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.92%	+0.3%	+11.3%	+11.6%	+23.8%	+11.3%	−8.9%	$47.8B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B

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

All Three

5Y3 funds

#
1	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk	0.03%	1.07%	+0.3%	+11.8%	+12.3%	+23.6%	+11.8%	−8.7%	$14.0B
2	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.92%	+0.3%	+11.3%	+11.6%	+23.8%	+11.3%	−8.9%	$47.8B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B

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

Cards for this view

SPTM vs IWB

SPTM

SPDR Portfolio S&P 1500 Composite Stock Market

$17,437

IWB

iShares Russell 1000

$17,091

MeasureSPTMIWB

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield1.07%0.92%

5 years, per year+11.8%+11.3%

3 years, per year+23.6%+23.8%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y12.7%12.8%

5–1measures won
SPTM first

95.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: SPTM, IWB, VUG

Today

95.0%most shared, SPTM and IWB

SPTMIWBVUG

SPTM—95.0%51.9%

IWB95.0%—52.0%

VUG51.9%52.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, SPTM

SPTM$107 − $3 = $104

IWB$92 − $15 = $77

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee