Compare · 2 funds side by side · dividends reinvested

PFFD and IWB

PFFDGlobal X×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,459IWB · best of the two

02 / 04

PFFD and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$47.8B1.3

Global X - U.S. Preferred ETFUS Stock Styles · Large cap0.23%6.99%−4.1%−4.0%+5.8%−1.9%−9.2%8.0%$1.8B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: PFFD 2017 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Global X - U.S. Preferred ETF · $1.8B$9,089

PFFD

IWB

iShares Russell 1000 ETF · $47.8B$17,459

$10,000 five years ago, dividends reinvested

PFFDMeasureIWB

−4.1%Year to dateJan 1 → Nov 4+13.0%

−4.0%1 yearTotal return+13.2%

+5.8%3 years · per year$10,000 became $11,850 · $19,023+23.9%

−1.9%5 years · per year$10,000 became $9,089 · $17,459+11.8%

0.23%Expense ratio$23 · $15 a year on $10k · lower is better0.15%

6.99%Trailing 12-mo yield$699 · $91 a year on $10k0.91%

−9.2%Worst dropSmaller is better−8.9%

8.0%VolatilityLower is calmer12.9%

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

2–6IWB wins

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

More Ways to See the Pairs

PFFD vs IWB: Top 5 Holdings

Today

PFFD

[…]in top 5

IWB

in top 525.2%

PFFDStockIWB

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

PFFD vs IWB Returns, Every Period

Global XPFFD

−1.9%

5 years, per year

IWBiShares

+11.8%

5 years, per year

PFFDIWBFaded: behind in that period

0–4IWB wins

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

PFFD vs IWB

YTD

Global XPFFD

−4.1%

IWBiShares

+13.0%

−4.1%Year to date+13.0%

−9.2%Worst drop · 1Y−8.9%

8.0%Volatility · 1Y12.9%

7.0%Yield0.9%

$1.8BAssets$47.8B

2–2level

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

Cost, Income and Risk

Fees: PFFD, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

PFFD0.23%$23

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

Yields: PFFD, IWB

6.99%highest, PFFD

FundTrailing yieldYield$10k

PFFD6.99%$699

IWB0.91%$91

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

Income After Fees on $10,000

$676most kept, PFFD

PFFD$699 − $23 = $676

IWB$91 − $15 = $76

KeptFee

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

Overlap: PFFD, IWB

Today

[…]holdings […]

PFFDIWB

PFFD—[…]

IWB[…]—

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

Return vs Bumpiness: 2 ETFs

+13.2%IWB, at 12.9% volatility

PFFDWorst drop−9.2%8.0% vol

IWBWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

PFFDIWB

−4.1%Year to date+13.0%

7.0%Yield0.9%

−4.0%Past year+13.2%

0.23%Fee0.15%

3–1IWB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026