Compare · 2 funds side by side · dividends reinvested

IWB and USFE

IWBiShares×USFEFirst Eagle×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,459IWB · best of the two

02 / 03

IWB and USFE, 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%$48.5B1.0

First Eagle US Equity ETFUS Stock Styles · Large cap0.79%0.00%[…][…][…][…][…][…]$5M2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: IWB 2000 · USFE 2026

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 ETF · $48.5B$17,459

IWB

USFE

First Eagle US Equity ETF · $5M[…]

$10,000 five years ago, dividends reinvested · they hold 11.7% in common

IWBMeasureUSFE

+13.0%Year to dateJan 1 → Nov 4[…]

+13.2%1 yearTotal return[…]

+23.9%3 years · per year$10,000 became $19,023 · […][…]

+11.8%5 years · per year$10,000 became $17,459 · […][…]

0.15%Expense ratio$15 · $79 a year on $10k · lower is better0.79%

0.91%Trailing 12-mo yield$91 · $0 a year on $10k0.00%

−8.9%Worst dropSmaller is better[…]

12.9%VolatilityLower is calmer[…]

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

2–0IWB 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 USFE: Top 5 Holdings

Today

IWB

25.2%in top 5

USFE

in top 521.2%

IWBStockUSFE

6.9%NVDAnot top 5

6.9%AAPLnot top 5

5.5%MSFTnot top 5

not top 5BDX5.2%

not top 5OKE4.5%

not top 5META4.1%

not top 5GOOG3.7%

not top 5ANTM3.7%

3.5%AMZNnot top 5

2.3%GOOGLnot top 5

Held in common11.7%

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

IWB vs USFE Returns, Every Period

iSharesIWB

+13.2%

past year

USFEFirst Eagle

[…]

past year

Returns […]

IWBUSFEFaded: behind in that period

0–0Level

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

IWB vs USFE

YTD

iSharesIWB

+13.0%

USFEFirst Eagle

[…]

+13.0%Year to date[…]

−8.9%Worst drop · 1Y[…]

12.9%Volatility · 1Y[…]

0.9%Yield0.0%

$48.5BAssets$4.8M

1–0IWB wins

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

Cost, Income and Risk

Fees: IWB, USFE

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

USFE0.79%$79

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

Yields: IWB, USFE

0.91%highest, IWB

FundTrailing yieldYield$10k

IWB0.91%$91

USFE0.00%$0

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

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

USFE$0 − $79 = −$79

KeptFee

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

Overlap: IWB, USFE

Today

11.7%most shared, IWB and USFE

IWBUSFE

IWB—11.7%

USFE11.7%—

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

USFEWorst drop[…][…]

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

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026