Compare · 2 funds side by side · dividends reinvested

AUSF and IWB

AUSFGlobal X×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,663AUSF · best of the two

02 / 04

AUSF and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - Adaptive U.S. Factor ETFUS Stock Styles · Large cap0.27%2.62%+15.5%+20.2%+22.5%+14.5%−7.0%10.4%$912M1.3

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$47.8B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AUSF 2018 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Adaptive U.S. Factor ETF · $912M$19,663

AUSF

IWB

iShares Russell 1000 ETF · $47.8B$17,459

$10,000 five years ago, dividends reinvested · they hold 18.1% in common

AUSFMeasureIWB

+15.5%Year to dateJan 1 → Nov 4+13.0%

+20.2%1 yearTotal return+13.2%

+22.5%3 years · per year$10,000 became $18,371 · $19,023+23.9%

+14.5%5 years · per year$10,000 became $19,663 · $17,459+11.8%

0.27%Expense ratio$27 · $15 a year on $10k · lower is better0.15%

2.62%Trailing 12-mo yield$262 · $91 a year on $10k0.91%

−7.0%Worst dropSmaller is better−8.9%

10.4%VolatilityLower is calmer12.9%

AUSFIWB Winner of the row, in its colourEach row: the bigger of the two fills its side

6–2AUSF wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AUSF vs IWB: Top 5 Holdings

Today

AUSF

8.9%in top 5

IWB

in top 525.2%

AUSFStockIWB

not top 5NVDA6.9%

not top 5AAPL6.9%

1.8%MSFT5.5%

not top 5AMZN3.5%

not top 5GOOGL2.3%

2.0%VZnot top 5

1.7%Tnot top 5

1.7%MSInot top 5

1.7%BRK-Bnot top 5

Held in common18.1%

End-of-day Nov 4, 2026 · share of each fund

AUSF vs IWB Returns, Every Period

Global XAUSF

+14.5%

5 years, per year

IWBiShares

+11.8%

5 years, per year

AUSFIWBFaded: behind in that period

3–1AUSF wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AUSF vs IWB

YTD

Global XAUSF

+15.5%

IWBiShares

+13.0%

+15.5%Year to date+13.0%

−7.0%Worst drop · 1Y−8.9%

10.4%Volatility · 1Y12.9%

2.6%Yield0.9%

$912MAssets$47.8B

4–0AUSF wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AUSF, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

AUSF0.27%$27

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AUSF, IWB

2.62%highest, AUSF

FundTrailing yieldYield$10k

AUSF2.62%$262

IWB0.91%$91

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$235most kept, AUSF

AUSF$262 − $27 = $235

IWB$91 − $15 = $76

KeptFee

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

Overlap: AUSF, IWB

Today

18.1%most shared, AUSF and IWB

AUSFIWB

AUSF—18.1%

IWB18.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.2%AUSF, at 10.4% volatility

AUSFWorst drop−7.0%10.4% vol

IWBWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

AUSFIWB

+15.5%Year to date+13.0%

2.6%Yield0.9%

+20.2%Past year+13.2%

0.27%Fee0.15%

3–1AUSF wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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