Compare · 2 funds side by side · dividends reinvested

CDL and IWB

CDLVictoryShares×IWBiShares×

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

02 / 04

CDL and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Large Cap High Div Volatility Wtd ETFUS Stock Styles · Large cap0.38%3.00%+22.2%+25.6%+20.3%+10.8%−7.9%11.0%$413M1.4

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$47.8B1.6

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: CDL 2015 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Large Cap High Div Volatility Wtd ETF · $413M$16,692

CDL

IWB

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

$10,000 five years ago, dividends reinvested · they hold 10.9% in common

CDLMeasureIWB

+22.2%Year to dateJan 1 → Nov 4+13.0%

+25.6%1 yearTotal return+13.2%

+20.3%3 years · per year$10,000 became $17,409 · $19,023+23.9%

+10.8%5 years · per year$10,000 became $16,692 · $17,459+11.8%

0.38%Expense ratio$38 · $15 a year on $10k · lower is better0.15%

3.00%Trailing 12-mo yield$300 · $91 a year on $10k0.91%

−7.9%Worst dropSmaller is better−8.9%

11.0%VolatilityLower is calmer12.9%

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

5–3CDL wins

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

More Ways to See the Pairs

CDL vs IWB: Top 5 Holdings

Today

CDL

8.2%in top 5

IWB

in top 525.2%

CDLStockIWB

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5AMZN3.5%

not top 5GOOGL2.3%

1.7%WECnot top 5

1.6%DUKnot top 5

1.6%EDnot top 5

1.6%EVRGnot top 5

1.6%LNTnot top 5

Held in common10.9%

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

CDL vs IWB Returns, Every Period

VictorySharesCDL

+10.8%

5 years, per year

IWBiShares

+11.8%

5 years, per year

CDLIWBFaded: behind in that period

2–2Level

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

CDL vs IWB

YTD

VictorySharesCDL

+22.2%

IWBiShares

+13.0%

+22.2%Year to date+13.0%

−7.9%Worst drop · 1Y−8.9%

11.0%Volatility · 1Y12.9%

3.0%Yield0.9%

$413MAssets$47.8B

4–0CDL wins

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

Cost, Income and Risk

Fees: CDL, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

CDL0.38%$38

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

Yields: CDL, IWB

3.00%highest, CDL

FundTrailing yieldYield$10k

CDL3.00%$300

IWB0.91%$91

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

Income After Fees on $10,000

$262most kept, CDL

CDL$300 − $38 = $262

IWB$91 − $15 = $76

KeptFee

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

Overlap: CDL, IWB

Today

10.9%most shared, CDL and IWB

CDLIWB

CDL—10.9%

IWB10.9%—

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

Return vs Bumpiness: 2 ETFs

+25.6%CDL, at 11.0% volatility

CDLWorst drop−7.9%11.0% 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

CDLIWB

+22.2%Year to date+13.0%

3.0%Yield0.9%

+25.6%Past year+13.2%

0.38%Fee0.15%

3–1CDL 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