Compare · 2 funds side by side · dividends reinvested

SHUS and IWB

SHUSStratified×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,090IWB · best of the two

02 / 04

SHUS and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Stratified LargeCap Hedged ETFUS Stock Styles · Large cap0.95%1.21%+13.9%+16.1%+13.9%+6.5%−6.9%10.0%$24M1.4

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.3%+11.6%+23.8%+11.3%−8.9%12.8%$47.8B1.6

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: SHUS 2019 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Stratified LargeCap Hedged ETF · $24M$13,669

SHUS

IWB

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SHUSMeasureIWB

+13.9%Year to dateJan 1 → Nov 3+11.3%

+16.1%1 yearTotal return+11.6%

+13.9%3 years · per year$10,000 became $14,764 · $18,957+23.8%

+6.5%5 years · per year$10,000 became $13,669 · $17,090+11.3%

0.95%Expense ratio$95 · $15 a year on $10k · lower is better0.15%

1.21%Trailing 12-mo yield$121 · $92 a year on $10k0.92%

−6.9%Worst dropSmaller is better−8.9%

10.0%VolatilityLower is calmer12.8%

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

5–3SHUS wins

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

More Ways to See the Pairs

SHUS vs IWB: Top 5 Holdings

Today

SHUS

99.8%in top 5

IWB

in top 525.2%

SHUSStockIWB

99.8%SSPYnot top 5

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT5.6%

not top 5AMZN3.3%

not top 5GOOGL2.3%

Held in common0.0%

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

SHUS vs IWB Returns, Every Period

StratifiedSHUS

+6.5%

5 years, per year

IWBiShares

+11.3%

5 years, per year

SHUSIWBFaded: behind in that period

2–2Level

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

SHUS vs IWB

YTD

StratifiedSHUS

+13.9%

IWBiShares

+11.3%

+13.9%Year to date+11.3%

−6.9%Worst drop · 1Y−8.9%

10.0%Volatility · 1Y12.8%

1.2%Yield0.9%

$23.7MAssets$47.8B

4–0SHUS wins

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

Cost, Income and Risk

Fees: SHUS, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

SHUS0.95%$95

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

Yields: SHUS, IWB

1.21%highest, SHUS

FundTrailing yieldYield$10k

SHUS1.21%$121

IWB0.92%$92

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

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

SHUS$121 − $95 = $26

KeptFee

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

Overlap: SHUS, IWB

Today

0.0%most shared, SHUS and IWB

SHUSIWB

SHUS—0.0%

IWB0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.1%SHUS, at 10.0% volatility

SHUSWorst drop−6.9%10.0% vol

IWBWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

SHUSIWB

+13.9%Year to date+11.3%

1.2%Yield0.9%

+16.1%Past year+11.6%

0.95%Fee0.15%

3–1SHUS 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