Compare · 2 funds side by side · dividends reinvested

RAFE and IWB

RAFEPIMCO×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,090RAFE · best of the two

02 / 04

RAFE and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PIMCO RAFI ESG U.S. ETFUS Stock Styles · Large cap0.29%1.42%+25.4%+29.3%+24.8%+12.6%−7.5%11.5%$175M1.1

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$47.8B1.9

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: RAFE 2019 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

PIMCO RAFI ESG U.S. ETF · $175M$18,090

RAFE

IWB

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

$10,000 five years ago, dividends reinvested · they hold 44.0% in common

RAFEMeasureIWB

+25.4%Year to dateJan 1 → Nov 4+13.0%

+29.3%1 yearTotal return+13.2%

+24.8%3 years · per year$10,000 became $19,421 · $19,023+23.9%

+12.6%5 years · per year$10,000 became $18,090 · $17,459+11.8%

0.29%Expense ratio$29 · $15 a year on $10k · lower is better0.15%

1.42%Trailing 12-mo yield$142 · $91 a year on $10k0.91%

−7.5%Worst dropSmaller is better−8.9%

11.5%VolatilityLower is calmer12.9%

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

7–1RAFE wins

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

More Ways to See the Pairs

RAFE vs IWB: Top 5 Holdings

Today

RAFE

18.7%in top 5

IWB

in top 525.2%

RAFEStockIWB

not top 5NVDA6.9%

5.3%AAPL6.9%

5.2%MSFT5.5%

not top 5AMZN3.5%

3.0%JNJnot top 5

2.8%UNHnot top 5

2.4%JPMnot top 5

not top 5GOOGL2.3%

Held in common44.0%

End-of-day Nov 4, 2026 · share of each fund

RAFE vs IWB Returns, Every Period

PIMCORAFE

+12.6%

5 years, per year

IWBiShares

+11.8%

5 years, per year

RAFEIWBFaded: behind in that period

4–0RAFE wins

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

RAFE vs IWB

YTD

PIMCORAFE

+25.4%

IWBiShares

+13.0%

+25.4%Year to date+13.0%

−7.5%Worst drop · 1Y−8.9%

11.5%Volatility · 1Y12.9%

1.4%Yield0.9%

$175MAssets$47.8B

4–0RAFE wins

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

Cost, Income and Risk

Fees: RAFE, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

RAFE0.29%$29

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

Yields: RAFE, IWB

1.42%highest, RAFE

FundTrailing yieldYield$10k

RAFE1.42%$142

IWB0.91%$91

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

Income After Fees on $10,000

$113most kept, RAFE

RAFE$142 − $29 = $113

IWB$91 − $15 = $76

KeptFee

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

Overlap: RAFE, IWB

Today

44.0%most shared, RAFE and IWB

RAFEIWB

RAFE—44.0%

IWB44.0%—

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

Return vs Bumpiness: 2 ETFs

+29.3%RAFE, at 11.5% volatility

RAFEWorst drop−7.5%11.5% 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

RAFEIWB

+25.4%Year to date+13.0%

1.4%Yield0.9%

+29.3%Past year+13.2%

0.29%Fee0.15%

3–1RAFE 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