Compare · 2 funds side by side · dividends reinvested

SMMD and IWB

SMMDiShares×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

SMMD 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%$47.8B1.4

iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.13%+18.5%+20.5%+21.7%+7.4%−9.7%16.6%$4.2B1.6

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

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

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2500 ETF · $4.2B$14,291

SMMD

IWB

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

$10,000 five years ago, dividends reinvested · they hold 6.1% in common

SMMDMeasureIWB

+18.5%Year to dateJan 1 → Nov 4+13.0%

+20.5%1 yearTotal return+13.2%

+21.7%3 years · per year$10,000 became $18,029 · $19,023+23.9%

+7.4%5 years · per year$10,000 became $14,291 · $17,459+11.8%

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

1.13%Trailing 12-mo yield$113 · $91 a year on $10k0.91%

−9.7%Worst dropSmaller is better−8.9%

16.6%VolatilityLower is calmer12.9%

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

3–5IWB wins

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

More Ways to See the Pairs

SMMD vs IWB: Top 5 Holdings

Today

SMMD

1.6%in top 5

IWB

in top 525.2%

SMMDStockIWB

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5AMZN3.5%

not top 5GOOGL2.3%

0.3%ATInot top 5

0.3%RSnot top 5

0.3%GHnot top 5

0.3%USFDnot top 5

0.3%PKGnot top 5

Held in common6.1%

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

SMMD vs IWB Returns, Every Period

iSharesSMMD

+7.4%

5 years, per year

IWBiShares

+11.8%

5 years, per year

SMMDIWBFaded: behind in that period

2–2Level

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

SMMD vs IWB

YTD

iSharesSMMD

+18.5%

IWBiShares

+13.0%

+18.5%Year to date+13.0%

−9.7%Worst drop · 1Y−8.9%

16.6%Volatility · 1Y12.9%

1.1%Yield0.9%

$4.2BAssets$47.8B

2–2level

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

Cost, Income and Risk

Fees: SMMD, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

SMMD0.23%$23

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

Yields: SMMD, IWB

1.13%highest, SMMD

FundTrailing yieldYield$10k

SMMD1.13%$113

IWB0.91%$91

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

Income After Fees on $10,000

$90most kept, SMMD

SMMD$113 − $23 = $90

IWB$91 − $15 = $76

KeptFee

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

Overlap: SMMD, IWB

Today

6.1%most shared, SMMD and IWB

SMMDIWB

SMMD—6.1%

IWB6.1%—

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

Return vs Bumpiness: 2 ETFs

+20.5%SMMD, at 16.6% volatility

IWBWorst drop−8.9%12.9% vol

SMMDWorst drop−9.7%16.6% vol

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

Paid More vs Made More

YTD

SMMDIWB

+18.5%Year to date+13.0%

1.1%Yield0.9%

+20.5%Past year+13.2%

0.23%Fee0.15%

3–1SMMD 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