Compare · 2 funds side by side · dividends reinvested

HCMT and IWB

HCMTDirexion×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

HCMT 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%$47.8B1.0

Direxion HCM Tactical Enhanced US ETFUS Stock Styles · Large cap1.18%0.50%+1.7%−2.5%+20.5%[…]−15.6%29.6%$552M2.0

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: HCMT 2023 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Direxion HCM Tactical Enhanced US ETF · $552M[…]

HCMT

IWB

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

$10,000 five years ago, dividends reinvested · they hold 67.2% in common

HCMTMeasureIWB

+1.7%Year to dateJan 1 → Nov 4+13.0%

−2.5%1 yearTotal return+13.2%

+20.5%3 years · per year$10,000 became $17,508 · $19,023+23.9%

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

1.18%Expense ratio$118 · $15 a year on $10k · lower is better0.15%

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

−15.6%Worst dropSmaller is better−8.9%

29.6%VolatilityLower is calmer12.9%

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

0–7IWB wins

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

More Ways to See the Pairs

HCMT vs IWB: Top 5 Holdings

Today

HCMT

18.4%in top 5

IWB

in top 525.2%

HCMTStockIWB

5.2%NVDA6.9%

5.0%AAPL6.9%

4.0%MSFT5.5%

2.5%AMZN3.5%

1.7%GOOGL2.3%

Held in common67.2%

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

HCMT vs IWB Returns, Every Period

DirexionHCMT

−2.5%

past year

IWBiShares

+13.2%

past year

HCMTIWBFaded: behind in that period

0–3IWB wins

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

HCMT vs IWB

YTD

DirexionHCMT

+1.7%

IWBiShares

+13.0%

+1.7%Year to date+13.0%

−15.6%Worst drop · 1Y−8.9%

29.6%Volatility · 1Y12.9%

0.5%Yield0.9%

$552MAssets$47.8B

4–0IWB wins

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

Cost, Income and Risk

Fees: HCMT, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

HCMT1.18%$118

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

Yields: HCMT, IWB

0.91%highest, IWB

FundTrailing yieldYield$10k

IWB0.91%$91

HCMT0.50%$50

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

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

HCMT$50 − $118 = −$68

KeptFee

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

Overlap: HCMT, IWB

Today

67.2%most shared, HCMT and IWB

HCMTIWB

HCMT—67.2%

IWB67.2%—

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

HCMTWorst drop−15.6%29.6% vol

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

Paid More vs Made More

YTD

IWBHCMT

+13.0%Year to date+1.7%

0.9%Yield0.5%

+13.2%Past year−2.5%

0.15%Fee1.18%

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