Compare · 2 funds side by side · dividends reinvested

DEMZ and IWB

DEMZRAM×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,372DEMZ · best of the two

02 / 04

DEMZ and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.3%+11.6%+23.8%+11.3%−8.9%12.8%$47.8B1.4

Democratic Large Cap Core ETFUS Stock Styles · Large cap0.45%0.87%+11.6%+11.3%+24.4%+11.7%−12.3%14.7%$68M1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: DEMZ 2020 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Democratic Large Cap Core ETF · $68M$17,372

DEMZ

IWB

iShares Russell 1000 ETF · $47.8B$17,090

$10,000 five years ago, dividends reinvested · they hold 25.2% in common

DEMZMeasureIWB

+11.6%Year to dateJan 1 → Nov 3+11.3%

+11.3%1 yearTotal return+11.6%

+24.4%3 years · per year$10,000 became $19,240 · $18,957+23.8%

+11.7%5 years · per year$10,000 became $17,372 · $17,090+11.3%

0.45%Expense ratio$45 · $15 a year on $10k · lower is better0.15%

0.87%Trailing 12-mo yield$87 · $92 a year on $10k0.92%

−12.3%Worst dropSmaller is better−8.9%

14.7%VolatilityLower is calmer12.8%

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

3–5IWB wins

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

More Ways to See the Pairs

DEMZ vs IWB: Top 5 Holdings

Today

DEMZ

24.1%in top 5

IWB

in top 525.2%

DEMZStockIWB

5.0%AAPL7.1%

4.6%NVDA6.8%

5.1%MSFT5.6%

4.8%Lnot top 5

4.6%COSTnot top 5

not top 5AMZN3.3%

not top 5GOOGL2.3%

Held in common25.2%

End-of-day Nov 3, 2026 · share of each fund

DEMZ vs IWB Returns, Every Period

RAMDEMZ

+11.7%

5 years, per year

IWBiShares

+11.3%

5 years, per year

DEMZIWBFaded: behind in that period

3–1DEMZ wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DEMZ vs IWB

YTD

RAMDEMZ

+11.6%

IWBiShares

+11.3%

+11.6%Year to date+11.3%

−12.3%Worst drop · 1Y−8.9%

14.7%Volatility · 1Y12.8%

0.9%Yield0.9%

$67.8MAssets$47.8B

2–1IWB wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DEMZ, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

DEMZ0.45%$45

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DEMZ, IWB

0.92%highest, IWB

FundTrailing yieldYield$10k

IWB0.92%$92

DEMZ0.87%$87

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

DEMZ$87 − $45 = $42

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DEMZ, IWB

Today

25.2%most shared, DEMZ and IWB

DEMZIWB

DEMZ—25.2%

IWB25.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.6%IWB, at 12.8% volatility

IWBWorst drop−8.9%12.8% vol

DEMZWorst drop−12.3%14.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IWBDEMZ

+11.3%Year to date+11.6%

0.9%Yield0.9%

+11.6%Past year+11.3%

0.15%Fee0.45%

2–1IWB wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026