UPSD vs IWB

AUPSD

BIWB

Measures won0–4IWB wins · of 6 · 5Y

$10,000 · 5Y$16,543IWB

Lowest cost0.15%IWB · $15 on $10k

Most income0.95%IWB · $95 on $10k

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

Held in common40.0%UPSD and IWB

UPSD

IWB

ETF Series Solutions - Aptus Large Cap Upside ETF · $135MiShares Russell 1000 ETF · $46.4B

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

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

0.79%Expense ratio$79 · $15 on $10k · lower wins0.15%

0.61%12-mo yield$61 · $95 on $10k0.95%

−11.9%Worst dropSmaller wins−8.9%

15.6%VolatilityLower wins13.6%

0–4IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsUPSD · IWB

5.3%AAPL7.1%

4.7%NVDA6.6%

3.8%MSFT5.8%

2.0%AMZN3.6%

Held in common40.0%

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	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	AUPSD	ETF Series Solutions - Aptus Large Cap Upside ETFRead Desk		0.79%	0.61%	−5.8%	+8.0%	+9.6%	new	new	−11.9%	$135M

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	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	AUPSD	ETF Series Solutions - Aptus Large Cap Upside ETFRead Desk		0.79%	0.61%	−5.8%	+8.0%	+9.6%	new	new	−11.9%	$135M

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

UPSD vs IWB

UPSD

ETF Series Solutions - Aptus Large Cap Upside

[…]

IWB

iShares Russell 1000

$16,543

MeasureUPSDIWB

Fee0.79%0.15%

Cost on $10k a year$79$15

Yield0.61%0.95%

5 years, per year[…]+10.6%

3 years, per year[…]+21.8%

Worst drop · 1Y−11.9%−8.9%

Volatility · 1Y15.6%13.6%

4–0measures won
IWB first

40.0%

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: UPSD, IWB

Today

40.0%most shared, UPSD and IWB

UPSDIWB

UPSD—40.0%

IWB40.0%—

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

UPSD$61 − $79 = −$18

KeptFee

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