Compare · 2 funds side by side · dividends reinvested

LCF and IWB

LCFTouchstone×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,090IWB · best of the two

02 / 04

LCF and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.3%+11.6%+23.8%+11.3%−8.9%12.8%$47.8B1.0

Touchstone US Large Cap Focused ETFUS Stock Styles · Large cap1.18%0.51%+6.5%+7.5%+19.9%[…]−11.7%13.0%$70M2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: LCF 2022 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Touchstone US Large Cap Focused ETF · $70M[…]

LCF

IWB

iShares Russell 1000 ETF · $47.8B$17,090

$10,000 five years ago, dividends reinvested · they hold 39.3% in common

LCFMeasureIWB

+6.5%Year to dateJan 1 → Nov 3+11.3%

+7.5%1 yearTotal return+11.6%

+19.9%3 years · per year$10,000 became $17,246 · $18,957+23.8%

[…]5 years · per year$10,000 became […] · $17,090+11.3%

1.18%Expense ratio$118 · $15 a year on $10k · lower is better0.15%

0.51%Trailing 12-mo yield$51 · $92 a year on $10k0.92%

−11.7%Worst dropSmaller is better−8.9%

13.0%VolatilityLower is calmer12.8%

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

0–7IWB wins

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

More Ways to See the Pairs

LCF vs IWB: Top 5 Holdings

Today

LCF

38.1%in top 5

IWB

in top 525.2%

LCFStockIWB

9.5%MSFT5.6%

8.5%AAPL7.1%

7.2%NVDA6.8%

7.2%GOOGnot top 5

5.7%METAnot top 5

not top 5AMZN3.3%

not top 5GOOGL2.3%

Held in common39.3%

End-of-day Nov 3, 2026 · share of each fund

LCF vs IWB Returns, Every Period

TouchstoneLCF

+7.5%

past year

IWBiShares

+11.6%

past year

LCFIWBFaded: behind in that period

0–3IWB wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

LCF vs IWB

YTD

TouchstoneLCF

+6.5%

IWBiShares

+11.3%

+6.5%Year to date+11.3%

−11.7%Worst drop · 1Y−8.9%

13.0%Volatility · 1Y12.8%

0.5%Yield0.9%

$69.8MAssets$47.8B

4–0IWB wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LCF, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

LCF1.18%$118

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: LCF, IWB

0.92%highest, IWB

FundTrailing yieldYield$10k

IWB0.92%$92

LCF0.51%$51

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

LCF$51 − $118 = −$67

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: LCF, IWB

Today

39.3%most shared, LCF and IWB

LCFIWB

LCF—39.3%

IWB39.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.6%IWB, at 12.8% volatility

IWBWorst drop−8.9%12.8% vol

LCFWorst drop−11.7%13.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IWBLCF

+11.3%Year to date+6.5%

0.9%Yield0.5%

+11.6%Past year+7.5%

0.15%Fee1.18%

4–0IWB wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026