Compare · 2 funds side by side · dividends reinvested

IGE and IWB

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$22,384IGE · best of the two

02 / 04

IGE and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares North American Natural Resources ETFUS Stock Styles · Large cap0.37%1.87%+29.9%+37.7%+20.2%+17.5%−11.5%17.3%$810M1.5

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.3%+11.6%+23.8%+11.3%−8.9%12.8%$47.8B1.5

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: IGE 2001 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares North American Natural Resources ETF · $810M$22,384

IGE

IWB

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

$10,000 five years ago, dividends reinvested · they hold 4.7% in common

IGEMeasureIWB

+29.9%Year to dateJan 1 → Nov 3+11.3%

+37.7%1 yearTotal return+11.6%

+20.2%3 years · per year$10,000 became $17,376 · $18,957+23.8%

+17.5%5 years · per year$10,000 became $22,384 · $17,090+11.3%

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

1.87%Trailing 12-mo yield$187 · $92 a year on $10k0.92%

−11.5%Worst dropSmaller is better−8.9%

17.3%VolatilityLower is calmer12.8%

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

4–4Level

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

More Ways to See the Pairs

IGE vs IWB: Top 5 Holdings

Today

IGE

32.4%in top 5

IWB

in top 525.2%

IGEStockIWB

11.3%XOMnot top 5

11.0%CVXnot top 5

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT5.6%

4.4%COPnot top 5

not top 5AMZN3.3%

3.0%MPCnot top 5

2.8%CNQnot top 5

not top 5GOOGL2.3%

Held in common4.7%

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

IGE vs IWB Returns, Every Period

iSharesIGE

+17.5%

5 years, per year

IWBiShares

+11.3%

5 years, per year

IGEIWBFaded: behind in that period

3–1IGE wins

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

IGE vs IWB

YTD

iSharesIGE

+29.9%

IWBiShares

+11.3%

+29.9%Year to date+11.3%

−11.5%Worst drop · 1Y−8.9%

17.3%Volatility · 1Y12.8%

1.9%Yield0.9%

$810MAssets$47.8B

2–2level

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

Cost, Income and Risk

Fees: IGE, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

IGE0.37%$37

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

Yields: IGE, IWB

1.87%highest, IGE

FundTrailing yieldYield$10k

IGE1.87%$187

IWB0.92%$92

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

Income After Fees on $10,000

$150most kept, IGE

IGE$187 − $37 = $150

IWB$92 − $15 = $77

KeptFee

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

Overlap: IGE, IWB

Today

4.7%most shared, IGE and IWB

IGEIWB

IGE—4.7%

IWB4.7%—

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

Return vs Bumpiness: 2 ETFs

+37.7%IGE, at 17.3% volatility

IWBWorst drop−8.9%12.8% vol

IGEWorst drop−11.5%17.3% vol

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

Paid More vs Made More

YTD

IGEIWB

+29.9%Year to date+11.3%

1.9%Yield0.9%

+37.7%Past year+11.6%

0.37%Fee0.15%

3–1IGE 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