SPYC vs IWB

ASPYC

BIWB

Measures won1–5IWB wins · of 6 · 5Y

$10,000 · 5Y$16,575IWB · SPYC $13,825

Lowest cost0.15%IWB · $15 on $10k

Most income1.16%SPYC · $116 on $10k

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

Held in common0.0%SPYC and IWB

SPYC

IWB

Simplify US Equity PLUS Convexity ETF · $70MiShares Russell 1000 ETF · $46.4B

+17.4%3 years · per year$16,198 · $17,966+21.6%

+6.7%5 years · per year$13,825 · $16,575+10.6%

0.53%Expense ratio$53 · $15 on $10k · lower wins0.15%

1.16%12-mo yield$116 · $95 on $10k0.95%

−11.5%Worst dropSmaller wins−8.9%

17.1%VolatilityLower wins13.6%

1–5IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPYC · IWB

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

Held in common0.0%

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B
2	ASPYC	Simplify US Equity PLUS Convexity ETFRead Desk		0.53%	1.16%	+0.5%	+1.4%	−0.2%	+17.4%	+6.7%	−11.5%	$70M

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B
2	ASPYC	Simplify US Equity PLUS Convexity ETFRead Desk		0.53%	1.16%	+0.5%	+1.4%	−0.2%	+17.4%	+6.7%	−11.5%	$70M

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

SPYC vs IWB

SPYC

Simplify US Equity PLUS Convexity

$13,825

IWB

iShares Russell 1000

$16,575

MeasureSPYCIWB

Fee0.53%0.15%

Cost on $10k a year$53$15

Yield1.16%0.95%

5 years, per year+6.7%+10.6%

3 years, per year+17.4%+21.6%

Worst drop · 1Y−11.5%−8.9%

Volatility · 1Y17.1%13.6%

5–1measures won
IWB first

0.0%

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: SPYC, IWB

Today

0.0%most shared, SPYC and IWB

SPYCIWB

SPYC—0.0%

IWB0.0%—

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

SPYC$116 − $53 = $63

KeptFee

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