Compare · 2 funds side by side · dividends reinvested

PFRX and IWB

PFRXFranklin Templeton×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

PFRX 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%$48.5B1.0

Putnam Focused U.S. Research ETFUS Stock Styles · Large cap0.35%0.00%[…][…][…][…][…][…]$528M2.0

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: PFRX 2008 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Putnam Focused U.S. Research ETF · $528M[…]

PFRX

IWB

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

$10,000 five years ago, dividends reinvested · they hold 42.7% in common

PFRXMeasureIWB

[…]Year to dateJan 1 → Nov 5+13.0%

[…]1 yearTotal return+13.2%

[…]3 years · per year$10,000 became […] · $19,023+23.9%

[…]5 years · per year$10,000 became […] · $17,459+11.8%

0.35%Expense ratio$35 · $15 a year on $10k · lower is better0.15%

0.00%Trailing 12-mo yield$0 · $91 a year on $10k0.91%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer12.9%

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

0–2IWB wins

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

More Ways to See the Pairs

PFRX vs IWB: Top 5 Holdings

Today

PFRX

35.3%in top 5

IWB

in top 525.6%

PFRXStockIWB

8.9%AAPL7.1%

8.4%MSFT5.8%

7.3%NVDA6.6%

5.9%AMZN3.6%

4.9%GOOGL2.4%

Held in common42.7%

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

PFRX vs IWB Returns, Every Period

Franklin TempletonPFRX

[…]

past year

IWBiShares

+13.2%

past year

Returns […]

PFRXIWBFaded: behind in that period

0–0Level

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

PFRX vs IWB

YTD

Franklin TempletonPFRX

[…]

IWBiShares

+13.0%

[…]Year to date+13.0%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y12.9%

0.0%Yield0.9%

$528MAssets$48.5B

1–0IWB wins

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

Cost, Income and Risk

Fees: PFRX, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

PFRX0.35%$35

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

Yields: PFRX, IWB

0.91%highest, IWB

FundTrailing yieldYield$10k

IWB0.91%$91

PFRX0.00%$0

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

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

PFRX$0 − $35 = −$35

KeptFee

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

Overlap: PFRX, IWB

Today

42.7%most shared, PFRX and IWB

PFRXIWB

PFRX—42.7%

IWB42.7%—

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

Return vs Bumpiness: 2 ETFs

+13.2%IWB, at 12.9% volatility

IWBWorst drop−8.9%12.9% vol

PFRXWorst drop[…][…]

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

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026