TOPT vs IWB

ATOPT

BIWB

Measures won0–4IWB wins · of 6 · 5Y

$10,000 · 5Y$16,543IWB · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income0.95%IWB · $95 on $10k

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

Held in common45.7%TOPT and IWB

TOPT

IWB

iShares Top 20 U.S. Stocks ETF · $686MiShares Russell 1000 ETF · $46.4B

[…]3 years · per year[…] · $18,083+21.8%

[…]5 years · per year[…] · $16,543+10.6%

0.20%Expense ratio$20 · $15 on $10k · lower wins0.15%

0.38%12-mo yield$38 · $95 on $10k0.95%

−12.5%Worst dropSmaller wins−8.9%

16.3%VolatilityLower wins13.6%

0–4IWB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTOPT · IWB

15.5%AAPL7.1%

14.7%NVDA6.6%

12.5%MSFT5.8%

4.7%AMZN3.6%

Held in common45.7%

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

All Three

5Y3 funds

#
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	ATOPT	iShares Top 20 U.S. Stocks ETFRead Desk	0.20%	0.38%	−5.3%	+4.6%	+4.6%	new	new	−12.5%	$686M

End-of-day Nov 5, 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%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$46.4B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	ATOPT	iShares Top 20 U.S. Stocks ETFRead Desk	0.20%	0.38%	−5.3%	+4.6%	+4.6%	new	new	−12.5%	$686M

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

TOPT vs IWB

TOPT

iShares Top 20 U.S. Stocks

[…]

IWB

iShares Russell 1000

$16,543

MeasureTOPTIWB

Fee0.20%0.15%

Cost on $10k a year$20$15

Yield0.38%0.95%

5 years, per year[…]+10.6%

3 years, per year[…]+21.8%

Worst drop · 1Y−12.5%−8.9%

Volatility · 1Y16.3%13.6%

4–0measures won
IWB first

45.7%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

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

Overlap: TOPT, IWB, VUG

Today

65.1%most shared, TOPT and VUG

TOPTIWBVUG

TOPT—45.7%65.1%

IWB45.7%—52.0%

VUG65.1%52.0%—

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

VUG$43 − $3 = $40

TOPT$38 − $20 = $18

KeptFee

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