Compare · 2 funds side by side · dividends reinvested

OEF and IWB

OEFiShares×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,808OEF · best of the two

02 / 04

OEF 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%$47.8B1.3

iShares S&P 100 ETFUS Stock Styles · Large cap0.20%0.88%+9.2%+8.8%+25.6%+13.5%−10.9%13.7%$19.9B1.8

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: OEF 2000 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 100 ETF · $19.9B$18,808

OEF

IWB

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

$10,000 five years ago, dividends reinvested · they hold 68.0% in common

OEFMeasureIWB

+9.2%Year to dateJan 1 → Nov 3+11.3%

+8.8%1 yearTotal return+11.6%

+25.6%3 years · per year$10,000 became $19,791 · $18,957+23.8%

+13.5%5 years · per year$10,000 became $18,808 · $17,090+11.3%

0.20%Expense ratio$20 · $15 a year on $10k · lower is better0.15%

0.88%Trailing 12-mo yield$88 · $92 a year on $10k0.92%

−10.9%Worst dropSmaller is better−8.9%

13.7%VolatilityLower is calmer12.8%

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

2–6IWB wins

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

More Ways to See the Pairs

OEF vs IWB: Top 5 Holdings

Today

OEF

37.3%in top 5

IWB

in top 525.2%

OEFStockIWB

10.5%AAPL7.1%

10.3%NVDA6.8%

8.1%MSFT5.6%

4.9%AMZN3.3%

3.4%GOOGL2.3%

Held in common68.0%

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

OEF vs IWB Returns, Every Period

iSharesOEF

+13.5%

5 years, per year

IWBiShares

+11.3%

5 years, per year

OEFIWBFaded: behind in that period

2–2Level

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

OEF vs IWB

YTD

iSharesOEF

+9.2%

IWBiShares

+11.3%

+9.2%Year to date+11.3%

−10.9%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y12.8%

0.9%Yield0.9%

$19.9BAssets$47.8B

3–0IWB wins

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

Cost, Income and Risk

Fees: OEF, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

OEF0.20%$20

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

Yields: OEF, IWB

0.92%highest, IWB

FundTrailing yieldYield$10k

IWB0.92%$92

OEF0.88%$88

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

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

OEF$88 − $20 = $68

KeptFee

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

Overlap: OEF, IWB

Today

68.0%most shared, OEF and IWB

OEFIWB

OEF—68.0%

IWB68.0%—

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

OEFWorst drop−10.9%13.7% vol

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

Paid More vs Made More

YTD

IWBOEF

+11.3%Year to date+9.2%

0.9%Yield0.9%

+11.6%Past year+8.8%

0.15%Fee0.20%

3–0IWB 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