Compare · 2 funds side by side · dividends reinvested

IAI and IWB

IAIiShares×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,090IWB · best of the two

02 / 04

IAI 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%$47.8B1.3

iShares U.S. Broker-Dealers & Securities Exchanges ETFUS Stock Styles · Large cap0.37%1.18%+1.1%+3.8%+29.8%+11.1%−16.5%20.5%$1.3B1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: IAI 2006 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Broker-Dealers & Securities Exchanges ETF · $1.3B$16,959

IAI

IWB

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

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

IAIMeasureIWB

+1.1%Year to dateJan 1 → Nov 3+11.3%

+3.8%1 yearTotal return+11.6%

+29.8%3 years · per year$10,000 became $21,870 · $18,957+23.8%

+11.1%5 years · per year$10,000 became $16,959 · $17,090+11.3%

0.37%Expense ratio$37 · $15 a year on $10k · lower is better0.15%

1.18%Trailing 12-mo yield$118 · $92 a year on $10k0.92%

−16.5%Worst dropSmaller is better−8.9%

20.5%VolatilityLower is calmer12.8%

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

2–6IWB wins

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

More Ways to See the Pairs

IAI vs IWB: Top 5 Holdings

Today

IAI

52.2%in top 5

IWB

in top 525.2%

IAIStockIWB

17.9%GSnot top 5

15.1%MSnot top 5

8.5%SCHWnot top 5

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT5.6%

5.4%SPGInot top 5

5.3%CMEnot top 5

not top 5AMZN3.3%

not top 5GOOGL2.3%

Held in common2.0%

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

IAI vs IWB Returns, Every Period

iSharesIAI

+11.1%

5 years, per year

IWBiShares

+11.3%

5 years, per year

IAIIWBFaded: behind in that period

1–3IWB wins

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

IAI vs IWB

YTD

iSharesIAI

+1.1%

IWBiShares

+11.3%

+1.1%Year to date+11.3%

−16.5%Worst drop · 1Y−8.9%

20.5%Volatility · 1Y12.8%

1.2%Yield0.9%

$1.3BAssets$47.8B

3–1IWB wins

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

Cost, Income and Risk

Fees: IAI, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

IAI0.37%$37

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

Yields: IAI, IWB

1.18%highest, IAI

FundTrailing yieldYield$10k

IAI1.18%$118

IWB0.92%$92

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

Income After Fees on $10,000

$81most kept, IAI

IAI$118 − $37 = $81

IWB$92 − $15 = $77

KeptFee

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

Overlap: IAI, IWB

Today

2.0%most shared, IAI and IWB

IAIIWB

IAI—2.0%

IWB2.0%—

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

IAIWorst drop−16.5%20.5% vol

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

Paid More vs Made More

YTD

IAIIWB

+1.1%Year to date+11.3%

1.2%Yield0.9%

+3.8%Past year+11.6%

0.37%Fee0.15%

3–1IWB 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