USMD vs IYW

AUSMD

BIYW

Measures won0–2IYW wins · of 6 · 5Y

$10,000 · 5Y$22,539IYW

Lowest cost0.37%IYW · $37 on $10k

Most income0.10%IYW · $10 on $10k

Smallest drop−16.8%IYW · worst fall in 1Y

Held in common37.6%USMD and IYW

USMD

IYW

CoreValues America First Technology ETF · $0MiShares U.S. Technology ETF · $22.6B

[…]3 years · per year[…] · $23,512+33.0%

[…]5 years · per year[…] · $22,539+17.6%

0.87%Expense ratio$87 · $37 on $10k · lower wins0.37%

0.00%12-mo yield$0 · $10 on $10k0.10%

[…]Worst dropSmaller wins−16.8%

[…]VolatilityLower wins25.0%

0–2IYW wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSMD · IYW

6.4%MSFT15.1%

4.3%NVDA16.0%

3.7%AVGO3.1%

4.4%AMD2.5%

Held in common37.6%

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

Both

5Y2 funds

#			Trend
1	BIYW	iShares U.S. Technology ETFRead Desk		0.37%	0.10%	+0.6%	+20.7%	+15.5%	+33.0%	+17.6%	−16.8%	$22.6B
2	AUSMD	CoreValues America First Technology ETFRead Desk		0.87%	0.00%	+2.1%	new	new	new	new	[…]	$260K

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

Both

5Y2 funds

#			Trend
1	BIYW	iShares U.S. Technology ETFRead Desk		0.37%	0.10%	+0.6%	+20.7%	+15.5%	+33.0%	+17.6%	−16.8%	$22.6B
2	AUSMD	CoreValues America First Technology ETFRead Desk		0.87%	0.00%	+2.1%	new	new	new	new	[…]	$260K

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

USMD vs IYW

USMD

CoreValues America First Technology

[…]

IYW

iShares U.S. Technology

$22,539

MeasureUSMDIYW

Fee0.87%0.37%

Cost on $10k a year$87$37

Yield0.00%0.10%

5 years, per year[…]+17.6%

3 years, per year[…]+33.0%

Worst drop · 1Y[…]−16.8%

Volatility · 1Y[…]25.0%

2–0measures won
IYW first

37.6%

holdings shared

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: USMD, IYW

Today

37.6%most shared, USMD and IYW

USMDIYW

USMD—37.6%

IYW37.6%—

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

Income After Fees on $10,000

−$27most kept, IYW

IYW$10 − $37 = −$27

USMD$0 − $87 = −$87

KeptFee

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