Compare · 2 funds side by side · dividends reinvested

PFDE and IWB

PFDEPathfinder×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,543IWB · best of the two

02 / 03

PFDE and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.1%+9.6%+21.8%+10.6%−8.9%13.6%$48.5B1.0

Pathfinder Disciplined US Equity ETFUS Stock Styles · Large cap0.59%0.27%+3.7%[…][…][…][…][…]$165M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: PFDE 2025 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Pathfinder Disciplined US Equity ETF · $165M[…]

PFDE

IWB

iShares Russell 1000 ETF · $48.5B$16,543

$10,000 five years ago, dividends reinvested · they hold 47.3% in common

PFDEMeasureIWB

+3.7%Year to dateJan 1 → Nov 5+8.1%

[…]1 yearTotal return+9.6%

[…]3 years · per year$10,000 became […] · $18,083+21.8%

[…]5 years · per year$10,000 became […] · $16,543+10.6%

0.59%Expense ratio$59 · $15 a year on $10k · lower is better0.15%

0.27%Trailing 12-mo yield$27 · $95 a year on $10k0.95%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.6%

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

0–3IWB wins

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

More Ways to See the Pairs

PFDE vs IWB: Top 5 Holdings

Today

PFDE

30.2%in top 5

IWB

in top 525.6%

PFDEStockIWB

9.1%NVDA6.6%

7.2%AAPL7.1%

5.3%MSFT5.8%

5.6%AMZN3.6%

3.0%MAnot top 5

not top 5GOOGL2.4%

Held in common47.3%

End-of-day Nov 5, 2026 · share of each fund

PFDE vs IWB Returns, Every Period

PathfinderPFDE

[…]

past year

IWBiShares

+9.6%

past year

PFDEIWBFaded: behind in that period

0–1IWB wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

PFDE vs IWB

YTD

PathfinderPFDE

+3.7%

IWBiShares

+8.1%

+3.7%Year to date+8.1%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.6%

0.3%Yield1.0%

$165MAssets$48.5B

2–0IWB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFDE, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

PFDE0.59%$59

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PFDE, IWB

0.95%highest, IWB

FundTrailing yieldYield$10k

IWB0.95%$95

PFDE0.27%$27

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

PFDE$27 − $59 = −$32

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PFDE, IWB

Today

47.3%most shared, PFDE and IWB

PFDEIWB

PFDE—47.3%

IWB47.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.6%IWB, at 13.6% volatility

IWBWorst drop−8.9%13.6% vol

PFDEWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IWBPFDE

+8.1%Year to date+3.7%

1.0%Yield0.3%

+9.6%Past year[…]

0.15%Fee0.59%

3–0IWB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026