VSLU vs IWB

AVSLU

BIWB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,455VSLU · IWB $16,543

Lowest cost0.15%IWB · $15 on $10k

Most income0.95%IWB · $95 on $10k

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

Held in common57.9%VSLU and IWB

VSLU

IWB

Applied Finance Valuation Large Cap ETF · $600MiShares Russell 1000 ETF · $46.4B

+23.1%3 years · per year$18,669 · $18,083+21.8%

+13.0%5 years · per year$18,455 · $16,543+10.6%

0.49%Expense ratio$49 · $15 on $10k · lower wins0.15%

0.42%12-mo yield$42 · $95 on $10k0.95%

−9.2%Worst dropSmaller wins−8.9%

13.3%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVSLU · IWB

10.3%AAPL7.1%

8.8%NVDA6.6%

8.6%MSFT5.8%

5.0%GOOGL2.4%

Held in common57.9%

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	AVSLU	Applied Finance Valuation Large Cap ETFRead Desk		0.49%	0.42%	−3.6%	+9.0%	+12.0%	+23.1%	+13.0%	−9.2%	$600M
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$46.4B

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	AVSLU	Applied Finance Valuation Large Cap ETFRead Desk		0.49%	0.42%	−3.6%	+9.0%	+12.0%	+23.1%	+13.0%	−9.2%	$600M
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$46.4B

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

VSLU vs IWB

VSLU

Applied Finance Valuation Large Cap

$18,455

IWB

iShares Russell 1000

$16,543

MeasureVSLUIWB

Fee0.49%0.15%

Cost on $10k a year$49$15

Yield0.42%0.95%

5 years, per year+13.0%+10.6%

3 years, per year+23.1%+21.8%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y13.3%13.6%

3–3measures won
level

57.9%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VSLU, IWB

Today

57.9%most shared, VSLU and IWB

VSLUIWB

VSLU—57.9%

IWB57.9%—

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

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

VSLU$42 − $49 = −$7

KeptFee

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