TILT vs IWB

ATILT

BIWB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,459IWB · TILT $17,133

Lowest cost0.15%IWB · $15 on $10k

Most income1.06%TILT · $106 on $10k

Smallest drop−8.5%TILT · worst fall in 1Y

Held in common75.8%TILT and IWB

TILT

IWB

Northern Trust Morningstar US Market Factor Tilt ETF · $2.2BiShares Russell 1000 ETF · $48.5B

+23.5%3 years · per year$18,850 · $19,023+23.9%

+11.4%5 years · per year$17,133 · $17,459+11.8%

0.26%Expense ratio$26 · $15 on $10k · lower wins0.15%

1.06%12-mo yield$106 · $91 on $10k0.91%

−8.5%Worst dropSmaller wins−8.9%

12.4%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsTILT · IWB

5.0%AAPL6.9%

4.9%NVDA6.9%

4.0%MSFT5.5%

2.5%AMZN3.5%

Held in common75.8%

End-of-day Nov 4, 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%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk		0.26%	1.06%	+1.6%	+14.6%	+16.2%	+23.5%	+11.4%	−8.5%	$2.2B

End-of-day Nov 4, 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%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk		0.26%	1.06%	+1.6%	+14.6%	+16.2%	+23.5%	+11.4%	−8.5%	$2.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TILT vs IWB

TILT

Northern Trust Morningstar US Market Factor Tilt

$17,133

IWB

iShares Russell 1000

$17,459

MeasureTILTIWB

Fee0.26%0.15%

Cost on $10k a year$26$15

Yield1.06%0.91%

5 years, per year+11.4%+11.8%

3 years, per year+23.5%+23.9%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y12.4%12.9%

3–3measures won
level

75.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: TILT, IWB

Today

75.8%most shared, TILT and IWB

TILTIWB

TILT—75.8%

IWB75.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$80most kept, TILT

TILT$106 − $26 = $80

IWB$91 − $15 = $76

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee