USXF vs IWB

AUSXF

BIWB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,860USXF · IWB $16,543

Lowest cost0.10%USXF · $10 on $10k

Most income0.95%IWB · $95 on $10k

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

Held in common36.4%USXF and IWB

USXF

IWB

iShares ESG Advanced MSCI USA ETF · $1.4BiShares Russell 1000 ETF · $48.5B

+23.1%3 years · per year$18,648 · $18,083+21.8%

+11.0%5 years · per year$16,860 · $16,543+10.6%

0.10%Expense ratio$10 · $15 on $10k · lower wins0.15%

0.94%12-mo yield$94 · $95 on $10k0.95%

−12.9%Worst dropSmaller wins−8.9%

20.6%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUSXF · IWB

12.0%NVDA6.6%

6.1%AVGO2.1%

3.7%MU1.3%

3.3%AMD1.1%

Held in common36.4%

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	AUSXF	iShares ESG Advanced MSCI USA ETFRead Desk		0.10%	0.94%	−6.4%	+7.0%	+6.7%	+23.1%	+11.0%	−12.9%	$1.4B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B

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	AUSXF	iShares ESG Advanced MSCI USA ETFRead Desk		0.10%	0.94%	−6.4%	+7.0%	+6.7%	+23.1%	+11.0%	−12.9%	$1.4B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B

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

USXF vs IWB

USXF

iShares ESG Advanced MSCI USA

$16,860

IWB

iShares Russell 1000

$16,543

MeasureUSXFIWB

Fee0.10%0.15%

Cost on $10k a year$10$15

Yield0.94%0.95%

5 years, per year+11.0%+10.6%

3 years, per year+23.1%+21.8%

Worst drop · 1Y−12.9%−8.9%

Volatility · 1Y20.6%13.6%

3–3measures won
level

36.4%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: USXF, IWB

Today

36.4%most shared, USXF and IWB

USXFIWB

USXF—36.4%

IWB36.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$84most kept, USXF

USXF$94 − $10 = $84

IWB$95 − $15 = $80

KeptFee

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