Compare · 2 funds side by side · dividends reinvested

INRO and IWB

INROiShares×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

INRO 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. Industry Rotation Active ETFUS Stock Styles · Large cap0.42%0.60%+12.3%+12.1%[…][…]−9.3%14.6%$560M1.7

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: INRO 2024 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Industry Rotation Active ETF · $560M[…]

INRO

IWB

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

$10,000 five years ago, dividends reinvested · they hold 72.1% in common

INROMeasureIWB

+12.3%Year to dateJan 1 → Nov 3+11.3%

+12.1%1 yearTotal return+11.6%

[…]3 years · per year$10,000 became […] · $18,957+23.8%

[…]5 years · per year$10,000 became […] · $17,090+11.3%

0.42%Expense ratio$42 · $15 a year on $10k · lower is better0.15%

0.60%Trailing 12-mo yield$60 · $92 a year on $10k0.92%

−9.3%Worst dropSmaller is better−8.9%

14.6%VolatilityLower is calmer12.8%

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

2–4IWB wins

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

More Ways to See the Pairs

INRO vs IWB: Top 5 Holdings

Today

INRO

28.1%in top 5

IWB

in top 525.2%

INROStockIWB

8.5%AAPL7.1%

7.6%NVDA6.8%

6.0%MSFT5.6%

3.5%AMZN3.3%

2.6%GOOGL2.3%

Held in common72.1%

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

INRO vs IWB Returns, Every Period

iSharesINRO

+12.1%

past year

IWBiShares

+11.6%

past year

INROIWBFaded: behind in that period

2–0INRO wins

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

INRO vs IWB

YTD

iSharesINRO

+12.3%

IWBiShares

+11.3%

+12.3%Year to date+11.3%

−9.3%Worst drop · 1Y−8.9%

14.6%Volatility · 1Y12.8%

0.6%Yield0.9%

$560MAssets$47.8B

3–1IWB wins

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

Cost, Income and Risk

Fees: INRO, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

INRO0.42%$42

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

Yields: INRO, IWB

0.92%highest, IWB

FundTrailing yieldYield$10k

IWB0.92%$92

INRO0.60%$60

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

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

INRO$60 − $42 = $18

KeptFee

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

Overlap: INRO, IWB

Today

72.1%most shared, INRO and IWB

INROIWB

INRO—72.1%

IWB72.1%—

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

Return vs Bumpiness: 2 ETFs

+12.1%INRO, at 14.6% volatility

IWBWorst drop−8.9%12.8% vol

INROWorst drop−9.3%14.6% vol

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

Paid More vs Made More

YTD

IWBINRO

+11.3%Year to date+12.3%

0.9%Yield0.6%

+11.6%Past year+12.1%

0.15%Fee0.42%

2–2level

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