Compare · 2 funds side by side · dividends reinvested

SPHB and IWB

SPHBInvesco×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,135SPHB · best of the two

02 / 04

SPHB and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P 500 High Beta ETFUS Stock Styles · Large cap0.25%0.55%+17.7%+19.8%+30.2%+12.6%−14.1%28.6%$807M1.5

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.3%+11.6%+23.8%+11.3%−8.9%12.8%$47.8B1.5

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: SPHB 2011 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 High Beta ETF · $807M$18,135

SPHB

IWB

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

$10,000 five years ago, dividends reinvested · they hold 19.7% in common

SPHBMeasureIWB

+17.7%Year to dateJan 1 → Nov 3+11.3%

+19.8%1 yearTotal return+11.6%

+30.2%3 years · per year$10,000 became $22,081 · $18,957+23.8%

+12.6%5 years · per year$10,000 became $18,135 · $17,090+11.3%

0.25%Expense ratio$25 · $15 a year on $10k · lower is better0.15%

0.55%Trailing 12-mo yield$55 · $92 a year on $10k0.92%

−14.1%Worst dropSmaller is better−8.9%

28.6%VolatilityLower is calmer12.8%

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

4–4Level

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

More Ways to See the Pairs

SPHB vs IWB: Top 5 Holdings

Today

SPHB

10.6%in top 5

IWB

in top 525.2%

SPHBStockIWB

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT5.6%

3.4%MRNAnot top 5

not top 5AMZN3.3%

not top 5GOOGL2.3%

2.0%SNDKnot top 5

1.8%MUnot top 5

1.8%AMDnot top 5

1.7%SMCInot top 5

Held in common19.7%

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

SPHB vs IWB Returns, Every Period

InvescoSPHB

+12.6%

5 years, per year

IWBiShares

+11.3%

5 years, per year

SPHBIWBFaded: behind in that period

4–0SPHB wins

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

SPHB vs IWB

YTD

InvescoSPHB

+17.7%

IWBiShares

+11.3%

+17.7%Year to date+11.3%

−14.1%Worst drop · 1Y−8.9%

28.6%Volatility · 1Y12.8%

0.6%Yield0.9%

$807MAssets$47.8B

3–1IWB wins

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

Cost, Income and Risk

Fees: SPHB, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

SPHB0.25%$25

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

Yields: SPHB, IWB

0.92%highest, IWB

FundTrailing yieldYield$10k

IWB0.92%$92

SPHB0.55%$55

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

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

SPHB$55 − $25 = $30

KeptFee

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

Overlap: SPHB, IWB

Today

19.7%most shared, SPHB and IWB

SPHBIWB

SPHB—19.7%

IWB19.7%—

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

Return vs Bumpiness: 2 ETFs

+19.8%SPHB, at 28.6% volatility

IWBWorst drop−8.9%12.8% vol

SPHBWorst drop−14.1%28.6% vol

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

Paid More vs Made More

YTD

IWBSPHB

+11.3%Year to date+17.7%

0.9%Yield0.6%

+11.6%Past year+19.8%

0.15%Fee0.25%

2–2level

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