Compare · 2 funds side by side · dividends reinvested

LCTU and IWB

LCTUiShares×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

LCTU 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%$47.8B1.1

iShares U.S. Carbon Transition Readiness Aware Active ETFUS Stock Styles · Large cap0.30%0.98%+9.8%+9.8%+23.0%+10.6%−9.4%12.9%$1.2B1.9

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: LCTU 2021 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Carbon Transition Readiness Aware Active ETF · $1.2B$16,550

LCTU

IWB

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

$10,000 five years ago, dividends reinvested · they hold 69.2% in common

LCTUMeasureIWB

+9.8%Year to dateJan 1 → Nov 3+11.3%

+9.8%1 yearTotal return+11.6%

+23.0%3 years · per year$10,000 became $18,617 · $18,957+23.8%

+10.6%5 years · per year$10,000 became $16,550 · $17,090+11.3%

0.30%Expense ratio$30 · $15 a year on $10k · lower is better0.15%

0.98%Trailing 12-mo yield$98 · $92 a year on $10k0.92%

−9.4%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer12.8%

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

1–7IWB wins

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

More Ways to See the Pairs

LCTU vs IWB: Top 5 Holdings

Today

LCTU

25.0%in top 5

IWB

in top 525.2%

LCTUStockIWB

7.5%AAPL7.1%

7.3%NVDA6.8%

5.1%MSFT5.6%

3.0%AMZN3.3%

not top 5GOOGL2.3%

2.0%METAnot top 5

Held in common69.2%

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

LCTU vs IWB Returns, Every Period

iSharesLCTU

+10.6%

5 years, per year

IWBiShares

+11.3%

5 years, per year

LCTUIWBFaded: behind in that period

0–4IWB wins

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

LCTU vs IWB

YTD

iSharesLCTU

+9.8%

IWBiShares

+11.3%

+9.8%Year to date+11.3%

−9.4%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y12.8%

1.0%Yield0.9%

$1.2BAssets$47.8B

3–1IWB wins

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

Cost, Income and Risk

Fees: LCTU, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

LCTU0.30%$30

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

Yields: LCTU, IWB

0.98%highest, LCTU

FundTrailing yieldYield$10k

LCTU0.98%$98

IWB0.92%$92

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

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

LCTU$98 − $30 = $68

KeptFee

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

Overlap: LCTU, IWB

Today

69.2%most shared, LCTU and IWB

LCTUIWB

LCTU—69.2%

IWB69.2%—

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

LCTUWorst drop−9.4%12.9% vol

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

Paid More vs Made More

YTD

LCTUIWB

+9.8%Year to date+11.3%

1.0%Yield0.9%

+9.8%Past year+11.6%

0.30%Fee0.15%

3–1IWB 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