XLSR vs IWB

AXLSR

BIWB

Measures won0–6IWB wins · of 6 · 5Y

$10,000 · 5Y$16,575IWB · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income0.95%IWB · $95 on $10k

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

Held in common20.7%XLSR and IWB

XLSR

IWB

State Street US Sector Rotation ETF · $1.1BiShares Russell 1000 ETF · $46.4B

+16.9%3 years · per year$15,995 · $17,966+21.6%

+8.2%5 years · per year$14,831 · $16,575+10.6%

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

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

−11.1%Worst dropSmaller wins−8.9%

14.5%VolatilityLower wins13.6%

0–6IWB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLSR · IWB

4.2%AAPL7.1%

3.6%NVDA6.6%

3.2%MSFT5.8%

3.3%GOOGL2.4%

Held in common20.7%

End-of-day Nov 6, 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	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	+0.8%	+2.9%	+5.1%	+16.9%	+8.2%	−11.1%	$1.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	+0.8%	+2.9%	+5.1%	+16.9%	+8.2%	−11.1%	$1.1B

End-of-day Nov 6, 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

$14,831

IWB

iShares Russell 1000

$16,575

MeasureXLSRIWB

Fee0.70%0.15%

Cost on $10k a year$70$15

Yield0.42%0.95%

5 years, per year+8.2%+10.6%

3 years, per year+16.9%+21.6%

Worst drop · 1Y−11.1%−8.9%

Volatility · 1Y14.5%13.6%

6–0measures won
IWB first

20.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: XLSR, IWB, VUG

Today

52.0%most shared, IWB and VUG

XLSRIWBVUG

XLSR—20.7%21.7%

IWB20.7%—52.0%

VUG21.7%52.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

VUG$42 − $3 = $39

XLSR$42 − $70 = −$28

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee