Compare · 3 funds side by side · dividends reinvested

IWC, HBMX and YRAM

IWCiShares×HBMXTuttle Capital×YRAMYieldMax×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,176IWC · best of the three

02 / 03

IWC, HBMX and YRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Micro-Cap ETFUnsorted0.60%1.08%+14.8%+17.7%+26.5%+5.7%−13.5%23.1%$1.2B1.1

YieldMax Memory and Storage Portfolio Option Income ETFIncome · Premium income1.01%7.64%[…][…][…][…][…][…]$6M2.0

ETF Opportunities Trust - Tuttle Capital Concentrated Memory Stack ETFThematic · AI & semis0.95%0.00%[…][…][…][…][…][…]$20M2.5

Rank among the three1st → 3rdFee, 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: IWC 2005 · HBMX 2026 · YRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

iShares Micro-Cap ETF · $1.2B$13,176

IWC

HBMX

ETF Opportunities Trust - Tuttle Capital Concentrated Memory Stack ETF · $20M[…]

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

IWCMeasureHBMX

+14.8%Year to dateJan 1 → Nov 4[…]

+17.7%1 yearTotal return[…]

+26.5%3 years · per year$10,000 became $20,253 · […][…]

+5.7%5 years · per year$10,000 became $13,176 · […][…]

0.60%Expense ratio$60 · $95 a year on $10k · lower is better0.95%

1.08%Trailing 12-mo yield$108 · $0 a year on $10k0.00%

−13.5%Worst dropSmaller is better[…]

23.1%VolatilityLower is calmer[…]

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

2–0IWC wins

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

More Ways to See the Pairs

IWC vs HBMX: Top 5 Holdings

Today

IWC

3.6%in top 5

HBMX

in top 537.4%

IWCStockHBMX

not top 5MU10.0%

not top 5ATEYY9.0%

0.7%PENG7.1%

not top 5SKHYV5.7%

not top 5ASML5.6%

1.1%CDNAnot top 5

0.6%VRDNnot top 5

0.6%NRIXnot top 5

0.6%TILEnot top 5

Held in common0.7%

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

IWC vs HBMX Returns, Every Period

iSharesIWC

+17.7%

past year

HBMXTuttle Capital

[…]

past year

Returns […]

IWCHBMXFaded: behind in that period

0–0Level

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

Unsorted vs Income: IWC vs YRAM

YTD

iSharesIWC

+14.8%

YRAMYieldMax

[…]

+14.8%Year to date[…]

−13.5%Worst drop · 1Y[…]

23.1%Volatility · 1Y[…]

1.1%Yield7.6%

$1.2BAssets$6.4M

1–0YRAM wins

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

Cost, Income and Risk

Fees: IWC, HBMX, YRAM

Today

0.60%lowest, IWC

FundExpense ratioFee$10k

IWC0.60%$60

HBMX0.95%$95

YRAM1.01%$101

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

Yields: IWC, HBMX, YRAM

7.64%highest, YRAM

FundTrailing yieldYield$10k

YRAM7.64%$764

IWC1.08%$108

HBMX0.00%$0

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

Income After Fees on $10,000

$663most kept, YRAM

YRAM$764 − $101 = $663

IWC$108 − $60 = $48

HBMX$0 − $95 = −$95

KeptFee

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

Overlap: IWC, HBMX, YRAM

Today

26.4%most shared, HBMX and YRAM

IWCHBMXYRAM

IWC—0.7%0.7%

HBMX0.7%—26.4%

YRAM0.7%26.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.7%IWC, at 23.1% volatility

IWCWorst drop−13.5%23.1% vol

HBMXWorst drop[…][…]

YRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

YRAMIWC

[…]Year to date+14.8%

7.6%Yield1.1%

[…]Past year+17.7%

1.01%Fee0.60%

1–1level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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