Compare · 2 funds side by side · dividends reinvested

IWF and CPII

IWFiShares×CPIIAmerican Beacon×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,441IWF · best of the two

02 / 04

IWF and CPII, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

American Beacon Ionic Inflation Protection ETFUS Stock Styles · Large cap0.70%4.16%+3.7%+3.3%+3.3%[…]−2.2%3.6%$11M1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: IWF 2000 · CPII 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $113B$15,441

IWF

CPII

American Beacon Ionic Inflation Protection ETF · $11M[…]

$10,000 five years ago, dividends reinvested

IWFMeasureCPII

−5.3%Year to dateJan 1 → Nov 6+3.7%

−6.5%1 yearTotal return+3.3%

+19.4%3 years · per year$10,000 became $17,022 · $11,019+3.3%

+9.1%5 years · per year$10,000 became $15,442 · […][…]

0.18%Expense ratio$18 · $70 a year on $10k · lower is better0.70%

0.39%Trailing 12-mo yield$39 · $416 a year on $10k4.16%

−14.6%Worst dropSmaller is better−2.2%

19.4%VolatilityLower is calmer3.6%

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

2–5CPII wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWF vs CPII: Top 5 Holdings

Today

IWF

39.8%in top 5

CPII

in top 5[…]

IWFStockCPII

14.1%NVDAnot top 5

9.0%AAPLnot top 5

6.6%MSFTnot top 5

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

IWF vs CPII Returns, Every Period

iSharesIWF

−6.5%

past year

CPIIAmerican Beacon

+3.3%

past year

IWFCPIIFaded: behind in that period

1–2CPII wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IWF vs CPII

YTD

iSharesIWF

−5.3%

CPIIAmerican Beacon

+3.7%

−5.3%Year to date+3.7%

−14.6%Worst drop · 1Y−2.2%

19.4%Volatility · 1Y3.6%

0.4%Yield4.2%

$113BAssets$11.3M

4–0CPII wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWF, CPII

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

CPII0.70%$70

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IWF, CPII

4.16%highest, CPII

FundTrailing yieldYield$10k

CPII4.16%$416

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$346most kept, CPII

CPII$416 − $70 = $346

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IWF, CPII

Today

[…]holdings […]

IWFCPII

IWF—[…]

CPII[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.3%CPII, at 3.6% volatility

CPIIWorst drop−2.2%3.6% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CPIIIWF

+3.7%Year to date−5.3%

4.2%Yield0.4%

+3.3%Past year−6.5%

0.70%Fee0.18%

3–1CPII wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026