TPAY vs IWB

ATPAY

BIWB

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,924IWB

Lowest cost0.15%IWB · $15 on $10k

Most income6.46%TPAY · $646 on $10k

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

Held in common[…]TPAY and IWB

TPAY

IWB

Roundhill Investments - S&P 500 Target 10 Managed Distribution ETF · $2MiShares Russell 1000 ETF · $47.8B

[…]3 years · per year[…] · $18,056+21.8%

[…]5 years · per year[…] · $16,924+11.1%

0.49%Expense ratio$49 · $15 on $10k · lower wins0.15%

6.46%12-mo yield$646 · $93 on $10k0.93%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins13.8%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsTPAY · IWB

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 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%	0.93%	+2.4%	+11.2%	+13.5%	+21.8%	+11.1%	−8.9%	$47.8B
2	ATPAY	Roundhill Investments - S&P 500 Target 10 Managed Distribution ETFRead Desk		0.49%	6.46%	+2.3%	new	new	new	new	[…]	$2M

End-of-day Nov 9, 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%	0.93%	+2.4%	+11.2%	+13.5%	+21.8%	+11.1%	−8.9%	$47.8B
2	ATPAY	Roundhill Investments - S&P 500 Target 10 Managed Distribution ETFRead Desk		0.49%	6.46%	+2.3%	new	new	new	new	[…]	$2M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TPAY vs IWB

TPAY

Roundhill Investments - S&P 500 Target 10 Managed Distribution

[…]

IWB

iShares Russell 1000

$16,924

MeasureTPAYIWB

Fee0.49%0.15%

Cost on $10k a year$49$15

Yield6.46%0.93%

5 years, per year[…]+11.1%

3 years, per year[…]+21.8%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.8%

1–1measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: TPAY, IWB

Today

[…]holdings […]

TPAYIWB

TPAY—[…]

IWB[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$597most kept, TPAY

TPAY$646 − $49 = $597

IWB$93 − $15 = $78

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee