WELD vs IWB

AWELD

BIWB

Measures won1–4IWB wins · of 6 · 5Y

$10,000 · 5Y$17,459IWB

Lowest cost0.15%IWB · $15 on $10k

Most income0.91%IWB · $91 on $10k

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

Held in common1.7%WELD and IWB

WELD

IWB

Tema U.S. Manufacturing & Reshoring ETF · $251MiShares Russell 1000 ETF · $48.5B

+24.0%3 years · per year$19,055 · $19,023+23.9%

[…]5 years · per year[…] · $17,459+11.8%

0.75%Expense ratio$75 · $15 on $10k · lower wins0.15%

0.26%12-mo yield$26 · $91 on $10k0.91%

−21.6%Worst dropSmaller wins−8.9%

28.8%VolatilityLower wins12.9%

1–4IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsWELD · IWB

3.9%CAT0.4%

4.2%LIN0.3%

4.8%ETN0.2%

6.9%PH0.2%

Held in common1.7%

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	AWELD	Tema U.S. Manufacturing & Reshoring ETFRead Desk		0.75%	0.26%	−3.9%	+11.9%	+13.6%	+24.0%	new	−21.6%	$251M

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	AWELD	Tema U.S. Manufacturing & Reshoring ETFRead Desk		0.75%	0.26%	−3.9%	+11.9%	+13.6%	+24.0%	new	−21.6%	$251M

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

WELD vs IWB

WELD

Tema U.S. Manufacturing & Reshoring

[…]

IWB

iShares Russell 1000

$17,459

MeasureWELDIWB

Fee0.75%0.15%

Cost on $10k a year$75$15

Yield0.26%0.91%

5 years, per year[…]+11.8%

3 years, per year+24.0%+23.9%

Worst drop · 1Y−21.6%−8.9%

Volatility · 1Y28.8%12.9%

4–1measures won
IWB first

1.7%

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: WELD, IWB

Today

1.7%most shared, WELD and IWB

WELDIWB

WELD—1.7%

IWB1.7%—

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

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

WELD$26 − $75 = −$49

KeptFee

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