TILT vs IWB

ATILT

BIWB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,575IWB · TILT $16,273

Lowest cost0.03%VUG · $3 on $10k

Most income1.10%TILT · $110 on $10k

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

Held in common75.5%TILT and IWB

TILT

IWB

Northern Trust Morningstar US Market Factor Tilt ETF · $2.1BiShares Russell 1000 ETF · $46.6B

+21.2%3 years · per year$17,818 · $17,966+21.6%

+10.2%5 years · per year$16,273 · $16,575+10.6%

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

1.10%12-mo yield$110 · $95 on $10k0.95%

−8.5%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTILT · IWB

5.3%AAPL7.1%

4.4%NVDA6.6%

4.2%MSFT5.8%

2.7%AMZN3.6%

Held in common75.5%

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

All Three

5Y3 funds

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.6B
2	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk	0.26%	1.10%	+0.1%	+10.2%	+12.2%	+21.2%	+10.2%	−8.5%	$2.1B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.6B
2	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk	0.26%	1.10%	+0.1%	+10.2%	+12.2%	+21.2%	+10.2%	−8.5%	$2.1B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

TILT vs IWB

TILT

Northern Trust Morningstar US Market Factor Tilt

$16,273

IWB

iShares Russell 1000

$16,575

MeasureTILTIWB

Fee0.26%0.15%

Cost on $10k a year$26$15

Yield1.10%0.95%

5 years, per year+10.2%+10.6%

3 years, per year+21.2%+21.6%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y13.0%13.6%

3–3measures won
level

75.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: TILT, IWB, VUG

Today

75.5%most shared, TILT and IWB

TILTIWBVUG

TILT—75.5%37.3%

IWB75.5%—52.0%

VUG37.3%52.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$84most kept, TILT

TILT$110 − $26 = $84

IWB$95 − $15 = $80

VUG$42 − $3 = $39

KeptFee

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