USMC vs IWB

AUSMC

BIWB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,971USMC · IWB $17,459

Lowest cost0.12%USMC · $12 on $10k

Most income0.91%IWB · $91 on $10k

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

Held in common46.3%USMC and IWB

USMC

IWB

Principal U.S. Mega-Cap ETF · $4.9BiShares Russell 1000 ETF · $48.5B

+23.4%3 years · per year$18,806 · $19,023+23.9%

+13.7%5 years · per year$18,971 · $17,459+11.8%

0.12%Expense ratio$12 · $15 on $10k · lower wins0.15%

0.74%12-mo yield$74 · $91 on $10k0.91%

−10.0%Worst dropSmaller wins−8.9%

12.6%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUSMC · IWB

7.6%NVDA6.9%

7.4%AAPL6.9%

5.9%MSFT5.5%

3.7%AMZN3.5%

Held in common46.3%

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	AUSMC	Principal U.S. Mega-Cap ETFRead Desk		0.12%	0.74%	+1.6%	+11.1%	+9.8%	+23.4%	+13.7%	−10.0%	$4.9B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B

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	AUSMC	Principal U.S. Mega-Cap ETFRead Desk		0.12%	0.74%	+1.6%	+11.1%	+9.8%	+23.4%	+13.7%	−10.0%	$4.9B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B

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

USMC vs IWB

USMC

Principal U.S. Mega-Cap

$18,971

IWB

iShares Russell 1000

$17,459

MeasureUSMCIWB

Fee0.12%0.15%

Cost on $10k a year$12$15

Yield0.74%0.91%

5 years, per year+13.7%+11.8%

3 years, per year+23.4%+23.9%

Worst drop · 1Y−10.0%−8.9%

Volatility · 1Y12.6%12.9%

3–3measures won
level

46.3%

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: USMC, IWB

Today

46.3%most shared, USMC and IWB

USMCIWB

USMC—46.3%

IWB46.3%—

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

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

USMC$74 − $12 = $62

KeptFee

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