SUSL vs IWB

ASUSL

BIWB

Measures won4–2SUSL wins · of 6 · 5Y

$10,000 · 5Y$16,895SUSL · IWB $16,543

Lowest cost0.10%SUSL · $10 on $10k

Most income0.97%SUSL · $97 on $10k

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

Held in common48.9%SUSL and IWB

SUSL

IWB

iShares ESG MSCI USA Leaders ETF · $1.2BiShares Russell 1000 ETF · $46.4B

+22.3%3 years · per year$18,308 · $18,083+21.8%

+11.1%5 years · per year$16,895 · $16,543+10.6%

0.10%Expense ratio$10 · $15 on $10k · lower wins0.15%

0.97%12-mo yield$97 · $95 on $10k0.95%

−11.4%Worst dropSmaller wins−8.9%

14.9%VolatilityLower wins13.6%

4–2SUSL wins

$10,000 · 5 yearsOne scale

Shared top holdingsSUSL · IWB

13.3%NVDA6.6%

11.3%MSFT5.8%

4.9%GOOGL2.4%

3.9%GOOG1.9%

Held in common48.9%

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	ASUSL	iShares ESG MSCI USA Leaders ETFRead Desk		0.10%	0.97%	−4.7%	+8.1%	+10.0%	+22.3%	+11.1%	−11.4%	$1.2B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$46.4B

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	ASUSL	iShares ESG MSCI USA Leaders ETFRead Desk		0.10%	0.97%	−4.7%	+8.1%	+10.0%	+22.3%	+11.1%	−11.4%	$1.2B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$46.4B

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

SUSL vs IWB

SUSL

iShares ESG MSCI USA Leaders

$16,895

IWB

iShares Russell 1000

$16,543

MeasureSUSLIWB

Fee0.10%0.15%

Cost on $10k a year$10$15

Yield0.97%0.95%

5 years, per year+11.1%+10.6%

3 years, per year+22.3%+21.8%

Worst drop · 1Y−11.4%−8.9%

Volatility · 1Y14.9%13.6%

3–2measures won
SUSL first

48.9%

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: SUSL, IWB

Today

48.9%most shared, SUSL and IWB

SUSLIWB

SUSL—48.9%

IWB48.9%—

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

Income After Fees on $10,000

$87most kept, SUSL

SUSL$97 − $10 = $87

IWB$95 − $15 = $80

KeptFee

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