VONE vs IWB

AVONE

BIWB

Measures won5–0VONE wins · of 6 · 5Y

$10,000 · 5Y$17,527VONE · IWB $17,459

Lowest cost0.06%VONE · $6 on $10k

Most income1.01%VONE · $101 on $10k

Smallest drop−8.8%VONE · worst fall in 1Y

Held in common94.2%VONE and IWB

VONE

IWB

Vanguard Russell 1000 ETF · $8.9BiShares Russell 1000 ETF · $48.5B

+24.0%3 years · per year$19,071 · $19,023+23.9%

+11.9%5 years · per year$17,527 · $17,459+11.8%

0.06%Expense ratio$6 · $15 on $10k · lower wins0.15%

1.01%12-mo yield$101 · $91 on $10k0.91%

−8.8%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins12.9%

5–0VONE wins

$10,000 · 5 yearsOne scale

Shared top holdingsVONE · IWB

7.5%NVDA6.9%

6.8%AAPL6.9%

5.4%MSFT5.5%

3.4%AMZN3.5%

Held in common94.2%

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	AVONE	Vanguard Russell 1000 ETFRead Desk		0.06%	1.01%	+1.5%	+13.1%	+13.2%	+24.0%	+11.9%	−8.8%	$8.9B
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	AVONE	Vanguard Russell 1000 ETFRead Desk		0.06%	1.01%	+1.5%	+13.1%	+13.2%	+24.0%	+11.9%	−8.8%	$8.9B
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

VONE vs IWB

VONE

Vanguard Russell 1000

$17,527

IWB

iShares Russell 1000

$17,459

MeasureVONEIWB

Fee0.06%0.15%

Cost on $10k a year$6$15

Yield1.01%0.91%

5 years, per year+11.9%+11.8%

3 years, per year+24.0%+23.9%

Worst drop · 1Y−8.8%−8.9%

Volatility · 1Y12.9%12.9%

5–0measures won
VONE first

94.2%

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: VONE, IWB

Today

94.2%most shared, VONE and IWB

VONEIWB

VONE—94.2%

IWB94.2%—

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

Income After Fees on $10,000

$95most kept, VONE

VONE$101 − $6 = $95

IWB$91 − $15 = $76

KeptFee

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