SSPY vs IWB

ASSPY

BIWB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,543IWB · SSPY $15,465

Lowest cost0.15%IWB · $15 on $10k

Most income1.19%SSPY · $119 on $10k

Smallest drop−7.3%SSPY · worst fall in 1Y

Held in common41.8%SSPY and IWB

SSPY

IWB

Stratified LargeCap Index ETF · $135MiShares Russell 1000 ETF · $46.4B

+18.3%3 years · per year$16,547 · $18,083+21.8%

+9.1%5 years · per year$15,465 · $16,543+10.6%

0.45%Expense ratio$45 · $15 on $10k · lower wins0.15%

1.19%12-mo yield$119 · $95 on $10k0.95%

−7.3%Worst dropSmaller wins−8.9%

11.2%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSSPY · IWB

1.1%MSFT5.8%

0.9%WMT0.8%

0.9%COST0.7%

0.6%BRK-B1.5%

Held in common41.8%

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

Both

5Y2 funds

#			Trend
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	ASSPY	Stratified LargeCap Index ETFRead Desk		0.45%	1.19%	−2.6%	+15.9%	+19.9%	+18.3%	+9.1%	−7.3%	$135M

End-of-day Nov 5, 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%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$46.4B
2	ASSPY	Stratified LargeCap Index ETFRead Desk		0.45%	1.19%	−2.6%	+15.9%	+19.9%	+18.3%	+9.1%	−7.3%	$135M

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

SSPY vs IWB

SSPY

Stratified LargeCap Index

$15,465

IWB

iShares Russell 1000

$16,543

MeasureSSPYIWB

Fee0.45%0.15%

Cost on $10k a year$45$15

Yield1.19%0.95%

5 years, per year+9.1%+10.6%

3 years, per year+18.3%+21.8%

Worst drop · 1Y−7.3%−8.9%

Volatility · 1Y11.2%13.6%

3–3measures won
level

41.8%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SSPY, IWB

Today

41.8%most shared, SSPY and IWB

SSPYIWB

SSPY—41.8%

IWB41.8%—

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

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

SSPY$119 − $45 = $74

KeptFee

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