Compare · 2 funds side by side · dividends reinvested

IWB and DYNF

IWBiShares×DYNFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,508DYNF · best of the two

02 / 04

IWB and DYNF, 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%$47.8B1.4

iShares U.S. Equity Factor Rotation Active ETFUS Stock Styles · Large cap0.26%0.83%+12.3%+12.1%+27.2%+14.3%−8.7%13.8%$41.8B1.6

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: IWB 2000 · DYNF 2019

Head to Head

Swap sides Versus in desk

Head to Head

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

IWB

DYNF

iShares U.S. Equity Factor Rotation Active ETF · $41.8B$19,508

$10,000 five years ago, dividends reinvested · they hold 63.8% in common

IWBMeasureDYNF

+13.0%Year to dateJan 1 → Nov 4+12.3%

+13.2%1 yearTotal return+12.1%

+23.9%3 years · per year$10,000 became $19,023 · $20,586+27.2%

+11.8%5 years · per year$10,000 became $17,459 · $19,508+14.3%

0.15%Expense ratio$15 · $26 a year on $10k · lower is better0.26%

0.91%Trailing 12-mo yield$91 · $83 a year on $10k0.83%

−8.9%Worst dropSmaller is better−8.7%

12.9%VolatilityLower is calmer13.8%

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

5–3IWB wins

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

More Ways to See the Pairs

IWB vs DYNF: Top 5 Holdings

Today

IWB

25.2%in top 5

DYNF

in top 528.3%

IWBStockDYNF

6.9%AAPL8.0%

6.9%NVDA7.9%

5.5%MSFT4.8%

3.5%AMZN4.2%

not top 5JPM3.4%

2.3%GOOGLnot top 5

Held in common63.8%

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

IWB vs DYNF Returns, Every Period

iSharesIWB

+11.8%

5 years, per year

DYNFiShares

+14.3%

5 years, per year

IWBDYNFFaded: behind in that period

2–2Level

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

IWB vs DYNF

YTD

iSharesIWB

+13.0%

DYNFiShares

+12.3%

+13.0%Year to date+12.3%

−8.9%Worst drop · 1Y−8.7%

12.9%Volatility · 1Y13.8%

0.9%Yield0.8%

$47.8BAssets$41.8B

3–1IWB wins

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

Cost, Income and Risk

Fees: IWB, DYNF

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

DYNF0.26%$26

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

Yields: IWB, DYNF

0.91%highest, IWB

FundTrailing yieldYield$10k

IWB0.91%$91

DYNF0.83%$83

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

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

DYNF$83 − $26 = $57

KeptFee

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

Overlap: IWB, DYNF

Today

63.8%most shared, IWB and DYNF

IWBDYNF

IWB—63.8%

DYNF63.8%—

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

DYNFWorst drop−8.7%13.8% vol

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

Paid More vs Made More

YTD

IWBDYNF

+13.0%Year to date+12.3%

0.9%Yield0.8%

+13.2%Past year+12.1%

0.15%Fee0.26%

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