XTOC vs IWB

AXTOC

BIWB

Measures won2–4IWB wins · of 6 · 5Y

$10,000 · 5Y$17,459IWB · XTOC $14,964

Lowest cost0.15%IWB · $15 on $10k

Most income0.91%IWB · $91 on $10k

Smallest drop−7.4%XTOC · worst fall in 1Y

Held in common0.0%XTOC and IWB

XTOC

IWB

Innovator U.S. Equity Accelerated Plus ETF · $18MiShares Russell 1000 ETF · $48.5B

+15.8%3 years · per year$15,540 · $19,023+23.9%

+8.4%5 years · per year$14,964 · $17,459+11.8%

0.79%Expense ratio$79 · $15 on $10k · lower wins0.15%

0.00%12-mo yield$0 · $91 on $10k0.91%

−7.4%Worst dropSmaller wins−8.9%

9.1%VolatilityLower wins12.9%

2–4IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsXTOC · IWB

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

Held in common0.0%

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	AXTOC	Innovator U.S. Equity Accelerated Plus ETFRead Desk		0.79%	0.00%	+1.4%	+12.2%	+13.7%	+15.8%	+8.4%	−7.4%	$18M

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	AXTOC	Innovator U.S. Equity Accelerated Plus ETFRead Desk		0.79%	0.00%	+1.4%	+12.2%	+13.7%	+15.8%	+8.4%	−7.4%	$18M

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

XTOC vs IWB

XTOC

Innovator U.S. Equity Accelerated Plus

$14,964

IWB

iShares Russell 1000

$17,459

MeasureXTOCIWB

Fee0.79%0.15%

Cost on $10k a year$79$15

Yield0.00%0.91%

5 years, per year+8.4%+11.8%

3 years, per year+15.8%+23.9%

Worst drop · 1Y−7.4%−8.9%

Volatility · 1Y9.1%12.9%

4–2measures won
IWB first

0.0%

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: XTOC, IWB

Today

0.0%most shared, XTOC and IWB

XTOCIWB

XTOC—0.0%

IWB0.0%—

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

XTOC$0 − $79 = −$79

KeptFee

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