Compare · 2 funds side by side · dividends reinvested

IWB and SHUS

IWBiShares×SHUSStratified×

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 SHUS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Stratified LargeCap Hedged ETFUS Stock Styles · Large cap0.95%1.21%+13.5%+16.8%+13.6%+6.4%−6.9%10.5%$24M1.4

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.1%+9.6%+21.8%+10.6%−8.9%13.6%$48.5B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: IWB 2000 · SHUS 2019

Head to Head

Swap sides Versus in desk

Head to Head

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

IWB

SHUS

Stratified LargeCap Hedged ETF · $24M$13,646

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IWBMeasureSHUS

+8.1%Year to dateJan 1 → Nov 5+13.5%

+9.6%1 yearTotal return+16.8%

+21.8%3 years · per year$10,000 became $18,083 · $14,646+13.6%

+10.6%5 years · per year$10,000 became $16,543 · $13,646+6.4%

0.15%Expense ratio$15 · $95 a year on $10k · lower is better0.95%

0.95%Trailing 12-mo yield$95 · $121 a year on $10k1.21%

−8.9%Worst dropSmaller is better−6.9%

13.6%VolatilityLower is calmer10.5%

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

3–5SHUS 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 SHUS: Top 5 Holdings

Today

IWB

25.6%in top 5

SHUS

in top 599.8%

IWBStockSHUS

not top 5SSPY99.8%

7.1%AAPLnot top 5

6.6%NVDAnot top 5

5.8%MSFTnot top 5

3.6%AMZNnot top 5

2.4%GOOGLnot top 5

Held in common0.0%

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

IWB vs SHUS Returns, Every Period

iSharesIWB

+10.6%

5 years, per year

SHUSStratified

+6.4%

5 years, per year

IWBSHUSFaded: behind in that period

2–2Level

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

IWB vs SHUS

YTD

iSharesIWB

+8.1%

SHUSStratified

+13.5%

+8.1%Year to date+13.5%

−8.9%Worst drop · 1Y−6.9%

13.6%Volatility · 1Y10.5%

1.0%Yield1.2%

$48.5BAssets$23.6M

4–0SHUS wins

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

Cost, Income and Risk

Fees: IWB, SHUS

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

SHUS0.95%$95

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

Yields: IWB, SHUS

1.21%highest, SHUS

FundTrailing yieldYield$10k

SHUS1.21%$121

IWB0.95%$95

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

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

SHUS$121 − $95 = $26

KeptFee

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

Overlap: IWB, SHUS

Today

0.0%most shared, IWB and SHUS

IWBSHUS

IWB—0.0%

SHUS0.0%—

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

Return vs Bumpiness: 2 ETFs

+16.8%SHUS, at 10.5% volatility

SHUSWorst drop−6.9%10.5% vol

IWBWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

SHUSIWB

+13.5%Year to date+8.1%

1.2%Yield1.0%

+16.8%Past year+9.6%

0.95%Fee0.15%

3–1SHUS 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