XCLR vs IWB

AXCLR

BIWB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,842VTV · IWB $17,090

Lowest cost0.03%VTV · $3 on $10k

Most income12.48%XCLR · $1,248 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common[…]XCLR and IWB

XCLR

IWB

Global X - S&P 500 Collar 95-110 ETF · $4MiShares Russell 1000 ETF · $47.8B

+15.0%3 years · per year$15,215 · $18,957+23.8%

+8.0%5 years · per year$14,709 · $17,090+11.3%

0.25%Expense ratio$25 · $15 on $10k · lower wins0.15%

12.48%12-mo yield$1,248 · $92 on $10k0.92%

−8.3%Worst dropSmaller wins−8.9%

8.7%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXCLR · IWB

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.92%	+0.3%	+11.3%	+11.6%	+23.8%	+11.3%	−8.9%	$47.8B
3	AXCLR	Global X - S&P 500 Collar 95-110 ETFRead Desk	0.25%	12.48%	0.0%	+5.2%	+6.7%	+15.0%	+8.0%	−8.3%	$4M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.92%	+0.3%	+11.3%	+11.6%	+23.8%	+11.3%	−8.9%	$47.8B
3	AXCLR	Global X - S&P 500 Collar 95-110 ETFRead Desk	0.25%	12.48%	0.0%	+5.2%	+6.7%	+15.0%	+8.0%	−8.3%	$4M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XCLR vs IWB

XCLR

Global X - S&P 500 Collar 95-110

$14,709

IWB

iShares Russell 1000

$17,091

MeasureXCLRIWB

Fee0.25%0.15%

Cost on $10k a year$25$15

Yield12.48%0.92%

5 years, per year+8.0%+11.3%

3 years, per year+15.0%+23.8%

Worst drop · 1Y−8.3%−8.9%

Volatility · 1Y8.7%12.8%

3–3measures won
level

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: XCLR, IWB, VTV

Today

40.9%most shared, IWB and VTV

XCLRIWBVTV

XCLR—[…][…]

IWB[…]—40.9%

VTV[…]40.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,223most kept, XCLR

XCLR$1,248 − $25 = $1,223

VTV$183 − $3 = $180

IWB$92 − $15 = $77

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee