Compare · 3 funds side by side · dividends reinvested

HTUS, IWB and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,405HTUS · best of the three

02 / 04

HTUS, IWB and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.5

Hull Tactical US ETFUS Stock Styles · Large cap0.96%10.73%+10.9%+13.3%+23.2%+14.2%−8.7%13.5%$177M1.8

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.5%+9.6%+21.6%+10.6%−8.9%13.6%$46.6B2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: HTUS 2015 · IWB 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Hull Tactical US ETF · $177M$19,405

HTUS

IWB

iShares Russell 1000 ETF · $46.6B$16,575

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

HTUSMeasureIWB

+10.9%Year to dateJan 1 → Nov 6+8.5%

+13.3%1 yearTotal return+9.6%

+23.2%3 years · per year$10,000 became $18,696 · $17,966+21.6%

+14.2%5 years · per year$10,000 became $19,405 · $16,575+10.6%

0.96%Expense ratio$96 · $15 a year on $10k · lower is better0.15%

10.73%Trailing 12-mo yield$1,073 · $95 a year on $10k0.95%

−8.7%Worst dropSmaller is better−8.9%

13.5%VolatilityLower is calmer13.6%

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

7–1HTUS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HTUS vs IWB: Top 5 Holdings

Today

HTUS

85.2%in top 5

IWB

in top 525.6%

HTUSStockIWB

85.2%SPYnot top 5

not top 5AAPL7.1%

not top 5NVDA6.6%

not top 5MSFT5.8%

not top 5AMZN3.6%

not top 5GOOGL2.4%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

HTUS vs IWB Returns, Every Period

HullHTUS

+14.2%

5 years, per year

IWBiShares

+10.6%

5 years, per year

HTUSIWBFaded: behind in that period

4–0HTUS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

HTUS vs VTV

YTD

HullHTUS

+10.9%

VTVVanguard

+18.5%

+10.9%Year to date+18.5%

−8.7%Worst drop · 1Y−6.4%

13.5%Volatility · 1Y10.7%

10.7%Yield1.9%

$177MAssets$184B

3–1VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HTUS, IWB, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWB0.15%$15

HTUS0.96%$96

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: HTUS, IWB, VTV

10.73%highest, HTUS

FundTrailing yieldYield$10k

HTUS10.73%$1,073

VTV1.87%$187

IWB0.95%$95

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$977most kept, HTUS

HTUS$1,073 − $96 = $977

VTV$187 − $3 = $184

IWB$95 − $15 = $80

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: HTUS, IWB, VTV

Today

40.8%most shared, IWB and VTV

HTUSIWBVTV

HTUS—0.0%0.0%

IWB0.0%—40.8%

VTV0.0%40.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

HTUSWorst drop−8.7%13.5% vol

IWBWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

HTUSVTV

+10.9%Year to date+18.5%

10.7%Yield1.9%

+13.3%Past year+22.9%

0.96%Fee0.03%

3–1VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026