Compare · 3 funds side by side · dividends reinvested

IWB, SPLS and VTV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,892VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.81% · $181 a year on $10k

Story of the three · RiskSmallest drop

IWB, SPLS and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.1

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+12.2%+12.6%+21.7%+11.1%−8.9%13.7%$48.3B1.9

PIMCO US Stocks PLUS Active Bond ETFUS Stock Styles · Large cap0.38%0.67%[…][…][…][…][…][…]$90M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: IWB 2000 · SPLS 2026 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 ETF · $48.3B$16,904

IWB

SPLS

PIMCO US Stocks PLUS Active Bond ETF · $90M[…]

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

IWBMeasure

More Ways to See the Pairs

IWB vs SPLS: Top 5 Holdings

Today

IWB

24.8%in top 5

SPLS

in top 597.5%

IWBStockSPLS

not top 5IVV97.5%

7.3%AAPLnot top 5

5.7%MSFTnot top 5

5.7%NVDAnot top 5

3.8%AMZNnot top 5

Cost, Income and Risk

Fees: IWB, SPLS, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWB0.15%$15

SPLS0.38%$38

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: IWB, SPLS, VTV

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPLS

+12.2%Year to dateJan 1 → Nov 11[…]

+12.6%1 yearTotal return[…]

+21.7%3 years · per year$10,000 became $18,011 · […][…]

+11.1%5 years · per year$10,000 became $16,904 · […][…]

0.15%Expense ratio$15 · $38 a year on $10k · lower is better0.38%

0.92%Trailing 12-mo yield$92 · $67 a year on $10k0.67%

−8.9%Worst dropSmaller is better[…]

13.7%VolatilityLower is calmer[…]

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

2–0IWB wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.4%GOOGLnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

IWB vs SPLS Returns, Every Period

1Y

iSharesIWB

+12.6%

past year

SPLSPIMCO

[…]

past year

Returns […]

IWBSPLSFaded: behind in that period

0–0Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

IWB vs VTV

YTD

iSharesIWB

+12.2%

VTVVanguard

+22.3%

+12.2%Year to date+22.3%

−8.9%Worst drop · 1Y−6.4%

13.7%Volatility · 1Y10.8%

0.9%Yield1.8%

$48.3BAssets$184B

4–0VTV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.81%highest, VTV

FundTrailing yieldYield$10k

VTV1.81%$181

IWB0.92%$92

SPLS0.67%$67

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$178most kept, VTV

VTV$181 − $3 = $178

IWB$92 − $15 = $77

SPLS$67 − $38 = $29

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: IWB, SPLS, VTV

Today

41.1%most shared, IWB and VTV

IWBSPLSVTV

IWB—0.0%41.1%

SPLS0.0%—0.0%

VTV41.1%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+25.5%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

IWBWorst drop−8.9%13.7% vol

SPLSWorst drop[…][…]

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VTVIWB

+22.3%Year to date+12.2%

1.8%Yield0.9%

+25.5%Past year+12.6%

0.03%Fee0.15%

4–0VTV wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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IWB, SPLS and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three