Compare · 2 funds side by side · dividends reinvested

SPGP and IWB

SPGPInvesco×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

SPGP 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

Invesco S&P 500 GARP ETFUS Stock Styles · Large cap0.34%0.75%+13.4%+15.2%+15.2%+8.4%−11.2%15.6%$2.1B1.8

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: SPGP 2011 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 GARP ETF · $2.1B$14,942

SPGP

IWB

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

$10,000 five years ago, dividends reinvested · they hold 17.2% in common

SPGPMeasureIWB

+13.4%Year to dateJan 1 → Nov 4+13.0%

+15.2%1 yearTotal return+13.2%

+15.2%3 years · per year$10,000 became $15,298 · $19,023+23.9%

+8.4%5 years · per year$10,000 became $14,942 · $17,459+11.8%

0.34%Expense ratio$34 · $15 a year on $10k · lower is better0.15%

0.75%Trailing 12-mo yield$75 · $91 a year on $10k0.91%

−11.2%Worst dropSmaller is better−8.9%

15.6%VolatilityLower is calmer12.9%

SPGPIWB 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

SPGP vs IWB: Top 5 Holdings

Today

SPGP

11.0%in top 5

IWB

in top 525.2%

SPGPStockIWB

2.2%NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5AMZN3.5%

not top 5GOOGL2.3%

2.3%LLYnot top 5

2.2%CINFnot top 5

2.1%PGRnot top 5

2.1%ACGLnot top 5

Held in common17.2%

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

SPGP vs IWB Returns, Every Period

InvescoSPGP

+8.4%

5 years, per year

IWBiShares

+11.8%

5 years, per year

SPGPIWBFaded: behind in that period

2–2Level

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

SPGP vs IWB

YTD

InvescoSPGP

+13.4%

IWBiShares

+13.0%

+13.4%Year to date+13.0%

−11.2%Worst drop · 1Y−8.9%

15.6%Volatility · 1Y12.9%

0.7%Yield0.9%

$2.1BAssets$47.8B

3–1IWB wins

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

Cost, Income and Risk

Fees: SPGP, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

SPGP0.34%$34

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

Yields: SPGP, IWB

0.91%highest, IWB

FundTrailing yieldYield$10k

IWB0.91%$91

SPGP0.75%$75

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

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

SPGP$75 − $34 = $41

KeptFee

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

Overlap: SPGP, IWB

Today

17.2%most shared, SPGP and IWB

SPGPIWB

SPGP—17.2%

IWB17.2%—

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

Return vs Bumpiness: 2 ETFs

+15.2%SPGP, at 15.6% volatility

IWBWorst drop−8.9%12.9% vol

SPGPWorst drop−11.2%15.6% vol

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

Paid More vs Made More

YTD

IWBSPGP

+13.0%Year to date+13.4%

0.9%Yield0.7%

+13.2%Past year+15.2%

0.15%Fee0.34%

2–2level

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