Compare · 2 funds side by side · dividends reinvested

BEEZ and IWB

BEEZHoneytree×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,459IWB · best of the two

02 / 04

BEEZ and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$47.8B1.1

Honeytree U.S. Equity ETFUS Stock Styles · Large cap0.64%0.50%+12.6%+12.2%[…][…]−8.4%13.6%$6M1.8

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: BEEZ 2023 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Honeytree U.S. Equity ETF · $6M[…]

BEEZ

IWB

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

$10,000 five years ago, dividends reinvested · they hold 4.6% in common

BEEZMeasureIWB

+12.6%Year to dateJan 1 → Nov 4+13.0%

+12.2%1 yearTotal return+13.2%

[…]3 years · per year$10,000 became […] · $19,023+23.9%

[…]5 years · per year$10,000 became […] · $17,459+11.8%

0.64%Expense ratio$64 · $15 a year on $10k · lower is better0.15%

0.50%Trailing 12-mo yield$50 · $91 a year on $10k0.91%

−8.4%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer12.9%

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

1–5IWB wins

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

More Ways to See the Pairs

BEEZ vs IWB: Top 5 Holdings

Today

BEEZ

24.9%in top 5

IWB

in top 525.2%

BEEZStockIWB

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

5.2%DSGXnot top 5

5.0%TMOnot top 5

5.0%BMInot top 5

4.9%MAnot top 5

4.9%CBOEnot top 5

not top 5AMZN3.5%

not top 5GOOGL2.3%

Held in common4.6%

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

BEEZ vs IWB Returns, Every Period

HoneytreeBEEZ

+12.2%

past year

IWBiShares

+13.2%

past year

BEEZIWBFaded: behind in that period

0–2IWB wins

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

BEEZ vs IWB

YTD

HoneytreeBEEZ

+12.6%

IWBiShares

+13.0%

+12.6%Year to date+13.0%

−8.4%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y12.9%

0.5%Yield0.9%

$6.2MAssets$47.8B

3–1IWB wins

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

Cost, Income and Risk

Fees: BEEZ, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

BEEZ0.64%$64

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

Yields: BEEZ, IWB

0.91%highest, IWB

FundTrailing yieldYield$10k

IWB0.91%$91

BEEZ0.50%$50

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

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

BEEZ$50 − $64 = −$14

KeptFee

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

Overlap: BEEZ, IWB

Today

4.6%most shared, BEEZ and IWB

BEEZIWB

BEEZ—4.6%

IWB4.6%—

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

Return vs Bumpiness: 2 ETFs

+13.2%IWB, at 12.9% volatility

IWBWorst drop−8.9%12.9% vol

BEEZWorst drop−8.4%13.6% vol

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

Paid More vs Made More

YTD

IWBBEEZ

+13.0%Year to date+12.6%

0.9%Yield0.5%

+13.2%Past year+12.2%

0.15%Fee0.64%

4–0IWB 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