Compare · 3 funds side by side · dividends reinvested

MSOS, IWB and IWF

MSOSAdvisorShares×IWBiShares×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,924IWB · best of the three

02 / 04

MSOS, IWB and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.93%+11.2%+13.5%+21.8%+11.1%−8.9%13.8%$47.8B1.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.1

AdvisorShares Pure US Cannabis ETFUS Stock Styles · Large cap0.75%0.00%−13.8%+4.1%−10.7%−31.8%−52.9%93.2%$793M2.9

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: MSOS 2020 · IWB 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

AdvisorShares Pure US Cannabis ETF · $793M$1,476

MSOS

IWB

iShares Russell 1000 ETF · $47.8B$16,924

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MSOSMeasureIWB

−13.8%Year to dateJan 1 → Nov 9+11.2%

+4.1%1 yearTotal return+13.5%

−10.7%3 years · per year$10,000 became $7,128 · $18,056+21.8%

−31.8%5 years · per year$10,000 became $1,476 · $16,924+11.1%

0.75%Expense ratio$75 · $15 a year on $10k · lower is better0.15%

0.00%Trailing 12-mo yield$0 · $93 a year on $10k0.93%

−52.9%Worst dropSmaller is better−8.9%

93.2%VolatilityLower is calmer13.8%

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

0–8IWB wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MSOS vs IWB: Top 5 Holdings

Today

MSOS

58.7%in top 5

IWB

in top 525.6%

MSOSStockIWB

23.3%TRLVnot top 5

18.8%CURLFnot top 5

10.9%GTBIFnot top 5

not top 5AAPL7.3%

not top 5NVDA6.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

3.5%VRNOnot top 5

not top 5GOOGL2.4%

2.2%CRLBFnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

MSOS vs IWB Returns, Every Period

AdvisorSharesMSOS

−31.8%

5 years, per year

IWBiShares

+11.1%

5 years, per year

MSOSIWBFaded: behind in that period

0–4IWB wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

MSOS vs IWB

YTD

AdvisorSharesMSOS

−13.8%

IWBiShares

+11.2%

−13.8%Year to date+11.2%

−52.9%Worst drop · 1Y−8.9%

93.2%Volatility · 1Y13.8%

0.0%Yield0.9%

$793MAssets$47.8B

4–0IWB wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MSOS, IWB, IWF

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

IWF0.18%$18

MSOS0.75%$75

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: MSOS, IWB, IWF

0.93%highest, IWB

FundTrailing yieldYield$10k

IWB0.93%$93

IWF0.38%$38

MSOS0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$78most kept, IWB

IWB$93 − $15 = $78

IWF$38 − $18 = $20

MSOS$0 − $75 = −$75

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: MSOS, IWB, IWF

Today

55.0%most shared, IWB and IWF

MSOSIWBIWF

MSOS—0.0%0.0%

IWB0.0%—55.0%

IWF0.0%55.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%IWB, at 13.8% volatility

IWBWorst drop−8.9%13.8% vol

IWFWorst drop−14.6%19.5% vol

MSOSWorst drop−52.9%93.2% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IWBIWF

+11.2%Year to date−2.5%

0.9%Yield0.4%

+13.5%Past year−2.2%

0.15%Fee0.18%

4–0IWB wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026