Compare · 3 funds side by side · dividends reinvested

MAKX, IWB and VTV

MAKXProShares×IWBiShares×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,352VTV · best of the three

02 / 04

MAKX, IWB and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.5

ProShares - S&P Kensho Smart Factories ETFUS Stock Styles · Large cap0.58%0.08%+33.0%+33.7%+27.0%+11.3%−19.4%34.0%$5M2.3

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$48.5B2.3

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: MAKX 2021 · IWB 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - S&P Kensho Smart Factories ETF · $5M$17,111

MAKX

IWB

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

$10,000 five years ago, dividends reinvested

MAKXMeasureIWB

+33.0%Year to dateJan 1 → Nov 4+13.0%

+33.7%1 yearTotal return+13.2%

+27.0%3 years · per year$10,000 became $20,484 · $19,023+23.9%

+11.3%5 years · per year$10,000 became $17,111 · $17,459+11.8%

0.58%Expense ratio$58 · $15 a year on $10k · lower is better0.15%

0.08%Trailing 12-mo yield$8 · $91 a year on $10k0.91%

−19.4%Worst dropSmaller is better−8.9%

34.0%VolatilityLower is calmer12.9%

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

3–5IWB wins

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

More Ways to See the Pairs

MAKX vs IWB: Top 5 Holdings

Today

MAKX

[…]in top 5

IWB

in top 525.2%

MAKXStockIWB

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5AMZN3.5%

not top 5GOOGL2.3%

Held in common[…]

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

MAKX vs IWB Returns, Every Period

ProSharesMAKX

+11.3%

5 years, per year

IWBiShares

+11.8%

5 years, per year

MAKXIWBFaded: behind in that period

3–1MAKX wins

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

MAKX vs VTV

YTD

ProSharesMAKX

+33.0%

VTVVanguard

+22.8%

+33.0%Year to date+22.8%

−19.4%Worst drop · 1Y−6.4%

34.0%Volatility · 1Y10.2%

0.1%Yield1.8%

$4.9MAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: MAKX, IWB, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWB0.15%$15

MAKX0.58%$58

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

Yields: MAKX, IWB, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

IWB0.91%$91

MAKX0.08%$8

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

IWB$91 − $15 = $76

MAKX$8 − $58 = −$50

KeptFee

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

Overlap: MAKX, IWB, VTV

Today

40.9%most shared, IWB and VTV

MAKXIWBVTV

MAKX—[…][…]

IWB[…]—40.9%

VTV[…]40.9%—

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

Return vs Bumpiness: 3 ETFs

+33.7%MAKX, at 34.0% volatility

VTVWorst drop−6.4%10.2% vol

IWBWorst drop−8.9%12.9% vol

MAKXWorst drop−19.4%34.0% vol

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

Paid More vs Made More

YTD

VTVMAKX

+22.8%Year to date+33.0%

1.8%Yield0.1%

+27.5%Past year+33.7%

0.03%Fee0.58%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

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