XLSR vs IWB

AXLSR

BIWB

Measures won0–6IWB wins · of 6 · 5Y

$10,000 · 5Y$17,459IWB · XLSR $15,519

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 common20.6%XLSR and IWB

XLSR

IWB

State Street US Sector Rotation ETF · $1.1BiShares Russell 1000 ETF · $47.8B

+19.0%3 years · per year$16,861 · $19,023+23.9%

+9.2%5 years · per year$15,519 · $17,459+11.8%

0.70%Expense ratio$70 · $15 on $10k · lower wins0.15%

0.40%12-mo yield$40 · $91 on $10k0.91%

−11.1%Worst dropSmaller wins−8.9%

13.8%VolatilityLower wins12.9%

0–6IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLSR · IWB

3.8%NVDA6.9%

3.7%AAPL6.9%

2.8%MSFT5.5%

3.6%GOOGL2.3%

Held in common20.6%

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%	$47.8B
2	AXLSR	State Street US Sector Rotation ETFRead Desk		0.70%	0.40%	+2.1%	+6.8%	+8.2%	+19.0%	+9.2%	−11.1%	$1.1B

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%	$47.8B
2	AXLSR	State Street US Sector Rotation ETFRead Desk		0.70%	0.40%	+2.1%	+6.8%	+8.2%	+19.0%	+9.2%	−11.1%	$1.1B

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

XLSR vs IWB

XLSR

US Sector Rotation

$15,519

IWB

iShares Russell 1000

$17,459

MeasureXLSRIWB

Fee0.70%0.15%

Cost on $10k a year$70$15

Yield0.40%0.91%

5 years, per year+9.2%+11.8%

3 years, per year+19.0%+23.9%

Worst drop · 1Y−11.1%−8.9%

Volatility · 1Y13.8%12.9%

6–0measures won
IWB first

20.6%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: XLSR, IWB

Today

20.6%most shared, XLSR and IWB

XLSRIWB

XLSR—20.6%

IWB20.6%—

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

XLSR$40 − $70 = −$30

KeptFee

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