Compare · 2 funds side by side · dividends reinvested

IWB and LGDX

IWBiShares×LGDXIntech ETFs×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,543IWB · best of the two

02 / 04

IWB and LGDX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.1%+9.6%+21.8%+10.6%−8.9%13.6%$48.5B1.0

Intech S&P Large Cap Diversified Alpha ETFUS Stock Styles · Large cap0.25%0.49%+4.6%+6.6%[…][…]−9.0%14.3%$141M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: IWB 2000 · LGDX 2025

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 ETF · $48.5B$16,543

IWB

LGDX

Intech S&P Large Cap Diversified Alpha ETF · $141M[…]

$10,000 five years ago, dividends reinvested · they hold 60.7% in common

IWBMeasureLGDX

+8.1%Year to dateJan 1 → Nov 5+4.6%

+9.6%1 yearTotal return+6.6%

+21.8%3 years · per year$10,000 became $18,083 · […][…]

+10.6%5 years · per year$10,000 became $16,543 · […][…]

0.15%Expense ratio$15 · $25 a year on $10k · lower is better0.25%

0.95%Trailing 12-mo yield$95 · $50 a year on $10k0.49%

−8.9%Worst dropSmaller is better−9.0%

13.6%VolatilityLower is calmer14.3%

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

6–0IWB wins

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

More Ways to See the Pairs

IWB vs LGDX: Top 5 Holdings

Today

IWB

25.6%in top 5

LGDX

in top 525.2%

IWBStockLGDX

6.6%NVDA8.4%

7.1%AAPL5.7%

5.8%MSFT4.5%

3.6%AMZNnot top 5

2.4%GOOGL3.5%

not top 5AVGO3.2%

Held in common60.7%

End-of-day Nov 5, 2026 · share of each fund

IWB vs LGDX Returns, Every Period

iSharesIWB

+9.6%

past year

LGDXIntech ETFs

+6.6%

past year

IWBLGDXFaded: behind in that period

2–0IWB wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IWB vs LGDX

YTD

iSharesIWB

+8.1%

LGDXIntech ETFs

+4.6%

+8.1%Year to date+4.6%

−8.9%Worst drop · 1Y−9.0%

13.6%Volatility · 1Y14.3%

1.0%Yield0.5%

$48.5BAssets$141M

4–0IWB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWB, LGDX

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

LGDX0.25%$25

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IWB, LGDX

0.95%highest, IWB

FundTrailing yieldYield$10k

IWB0.95%$95

LGDX0.49%$50

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

LGDX$50 − $25 = $25

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IWB, LGDX

Today

60.7%most shared, IWB and LGDX

IWBLGDX

IWB—60.7%

LGDX60.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.6%IWB, at 13.6% volatility

IWBWorst drop−8.9%13.6% vol

LGDXWorst drop−9.0%14.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IWBLGDX

+8.1%Year to date+4.6%

1.0%Yield0.5%

+9.6%Past year+6.6%

0.15%Fee0.25%

4–0IWB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026