USSG vs IWB

AUSSG

BIWB

Measures won4–2USSG wins · of 6 · 5Y

$10,000 · 5Y$16,839USSG · IWB $16,575

Lowest cost0.09%USSG · $9 on $10k

Most income1.00%USSG · $100 on $10k

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

Held in common47.3%USSG and IWB

USSG

IWB

Xtrackers MSCI USA Selection Equity ETF · $568MiShares Russell 1000 ETF · $46.4B

+22.1%3 years · per year$18,197 · $17,966+21.6%

+11.0%5 years · per year$16,839 · $16,575+10.6%

0.09%Expense ratio$9 · $15 on $10k · lower wins0.15%

1.00%12-mo yield$100 · $95 on $10k0.95%

−11.2%Worst dropSmaller wins−8.9%

14.9%VolatilityLower wins13.6%

4–2USSG wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSSG · IWB

12.6%NVDA6.6%

11.4%MSFT5.8%

5.0%GOOGL2.4%

4.0%GOOG1.9%

Held in common47.3%

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	AUSSG	Xtrackers MSCI USA Selection Equity ETFRead Desk		0.09%	1.00%	+0.3%	+8.7%	+9.9%	+22.1%	+11.0%	−11.2%	$568M
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B

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	AUSSG	Xtrackers MSCI USA Selection Equity ETFRead Desk		0.09%	1.00%	+0.3%	+8.7%	+9.9%	+22.1%	+11.0%	−11.2%	$568M
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B

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

USSG vs IWB

USSG

Xtrackers MSCI USA Selection Equity

$16,839

IWB

iShares Russell 1000

$16,575

MeasureUSSGIWB

Fee0.09%0.15%

Cost on $10k a year$9$15

Yield1.00%0.95%

5 years, per year+11.0%+10.6%

3 years, per year+22.1%+21.6%

Worst drop · 1Y−11.2%−8.9%

Volatility · 1Y14.9%13.6%

4–2measures won
USSG first

47.3%

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: USSG, IWB

Today

47.3%most shared, USSG and IWB

USSGIWB

USSG—47.3%

IWB47.3%—

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

Income After Fees on $10,000

$91most kept, USSG

USSG$100 − $9 = $91

IWB$95 − $15 = $80

KeptFee

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