XMAG vs IWB

AXMAG

BIWB

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,543IWB

Lowest cost0.15%IWB · $15 on $10k

Most income0.95%IWB · $95 on $10k

Smallest drop−7.3%XMAG · worst fall in 1Y

Held in common61.8%XMAG and IWB

XMAG

IWB

Large Cap Ex-Mag 7 ETF · $208MiShares Russell 1000 ETF · $46.4B

[…]3 years · per year[…] · $18,083+21.8%

[…]5 years · per year[…] · $16,543+10.6%

0.35%Expense ratio$35 · $15 on $10k · lower wins0.15%

0.47%12-mo yield$47 · $95 on $10k0.95%

−7.3%Worst dropSmaller wins−8.9%

13.1%VolatilityLower wins13.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsXMAG · IWB

2.4%AVGO2.1%

2.8%LLY1.6%

1.9%BRK-B1.5%

2.2%JPM1.3%

Held in common61.8%

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$46.4B
2	AXMAG	Large Cap Ex-Mag 7 ETFRead Desk		0.35%	0.47%	−4.3%	+9.9%	+13.0%	new	new	−7.3%	$208M

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$46.4B
2	AXMAG	Large Cap Ex-Mag 7 ETFRead Desk		0.35%	0.47%	−4.3%	+9.9%	+13.0%	new	new	−7.3%	$208M

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

XMAG vs IWB

XMAG

Large Cap Ex-Mag 7

[…]

IWB

iShares Russell 1000

$16,543

MeasureXMAGIWB

Fee0.35%0.15%

Cost on $10k a year$35$15

Yield0.47%0.95%

5 years, per year[…]+10.6%

3 years, per year[…]+21.8%

Worst drop · 1Y−7.3%−8.9%

Volatility · 1Y13.1%13.6%

2–2measures won
level

61.8%

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: XMAG, IWB

Today

61.8%most shared, XMAG and IWB

XMAGIWB

XMAG—61.8%

IWB61.8%—

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

XMAG$47 − $35 = $12

KeptFee

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