USPX vs IWB

AUSPX

BIWB

Measures won4–2USPX wins · of 6 · 5Y

$10,000 · 5Y$17,991USPX · IWB $17,459

Lowest cost0.03%USPX · $3 on $10k

Most income1.03%USPX · $103 on $10k

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

Held in common90.3%USPX and IWB

USPX

IWB

Franklin U.S. Equity Index ETF · $2.1BiShares Russell 1000 ETF · $48.5B

+24.1%3 years · per year$19,123 · $19,023+23.9%

+12.5%5 years · per year$17,991 · $17,459+11.8%

0.03%Expense ratio$3 · $15 on $10k · lower wins0.15%

1.03%12-mo yield$103 · $91 on $10k0.91%

−9.1%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins12.9%

4–2USPX wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSPX · IWB

7.4%NVDA6.9%

7.4%AAPL6.9%

5.9%MSFT5.5%

3.8%AMZN3.5%

Held in common90.3%

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	AUSPX	Franklin U.S. Equity Index ETFRead Desk		0.03%	1.03%	+1.5%	+12.8%	+12.7%	+24.1%	+12.5%	−9.1%	$2.1B
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	AUSPX	Franklin U.S. Equity Index ETFRead Desk		0.03%	1.03%	+1.5%	+12.8%	+12.7%	+24.1%	+12.5%	−9.1%	$2.1B
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

USPX vs IWB

USPX

Franklin U.S. Equity Index

$17,991

IWB

iShares Russell 1000

$17,459

MeasureUSPXIWB

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield1.03%0.91%

5 years, per year+12.5%+11.8%

3 years, per year+24.1%+23.9%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y13.0%12.9%

4–2measures won
USPX first

90.3%

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: USPX, IWB

Today

90.3%most shared, USPX and IWB

USPXIWB

USPX—90.3%

IWB90.3%—

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

Income After Fees on $10,000

$100most kept, USPX

USPX$103 − $3 = $100

IWB$91 − $15 = $76

KeptFee

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