Compare · 2 funds side by side · dividends reinvested

MAKX and IWB

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,111MAKX · best of the two

02 / 04

MAKX and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$5M1.5

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.3%+11.6%+23.8%+11.3%−8.9%12.8%$47.8B1.5

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: MAKX 2021 · IWB 2000

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 · $47.8B$17,090

$10,000 five years ago, dividends reinvested

MAKXMeasureIWB

+33.0%Year to dateJan 1 → Nov 3+11.3%

+33.7%1 yearTotal return+11.6%

+27.0%3 years · per year$10,000 became $20,484 · $18,957+23.8%

+11.3%5 years · per year$10,000 became $17,111 · $17,090+11.3%

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

0.08%Trailing 12-mo yield$8 · $92 a year on $10k0.92%

−19.4%Worst dropSmaller is better−8.9%

34.0%VolatilityLower is calmer12.8%

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

3–4IWB wins

End-of-day Nov 3, 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 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT5.6%

not top 5AMZN3.3%

not top 5GOOGL2.3%

Held in common[…]

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

MAKX vs IWB Returns, Every Period

ProSharesMAKX

+11.3%

5 years, per year

IWBiShares

+11.3%

5 years, per year

MAKXIWBFaded: behind in that period

3–0MAKX wins

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

MAKX vs IWB

YTD

ProSharesMAKX

+33.0%

IWBiShares

+11.3%

+33.0%Year to date+11.3%

−19.4%Worst drop · 1Y−8.9%

34.0%Volatility · 1Y12.8%

0.1%Yield0.9%

$4.9MAssets$47.8B

3–1IWB wins

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

Cost, Income and Risk

Fees: MAKX, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

MAKX0.58%$58

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

Yields: MAKX, IWB

0.92%highest, IWB

FundTrailing yieldYield$10k

IWB0.92%$92

MAKX0.08%$8

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

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

MAKX$8 − $58 = −$50

KeptFee

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

Overlap: MAKX, IWB

Today

[…]holdings […]

MAKXIWB

MAKX—[…]

IWB[…]—

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

Return vs Bumpiness: 2 ETFs

+33.7%MAKX, at 34.0% volatility

IWBWorst drop−8.9%12.8% vol

MAKXWorst drop−19.4%34.0% vol

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

Paid More vs Made More

YTD

IWBMAKX

+11.3%Year to date+33.0%

0.9%Yield0.1%

+11.6%Past year+33.7%

0.15%Fee0.58%

2–2level

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