Compare · 2 funds side by side · dividends reinvested

SPHB and IWF

SPHBInvesco×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,957SPHB · best of the two

02 / 04

SPHB and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P 500 High Beta ETFUS Stock Styles · Large cap0.25%0.59%+10.3%+13.8%+26.9%+11.1%−20.2%29.7%$816M1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: SPHB 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 High Beta ETF · $816M$16,957

SPHB

IWF

iShares Russell 1000 Growth ETF · $113B$15,441

$10,000 five years ago, dividends reinvested · they hold 22.2% in common

SPHBMeasureIWF

+10.3%Year to dateJan 1 → Nov 6−5.3%

+13.8%1 yearTotal return−6.5%

+26.9%3 years · per year$10,000 became $20,434 · $17,022+19.4%

+11.1%5 years · per year$10,000 became $16,957 · $15,442+9.1%

0.25%Expense ratio$25 · $18 a year on $10k · lower is better0.18%

0.59%Trailing 12-mo yield$59 · $39 a year on $10k0.39%

−20.2%Worst dropSmaller is better−14.6%

29.7%VolatilityLower is calmer19.4%

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

5–3SPHB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPHB vs IWF: Top 5 Holdings

Today

SPHB

10.6%in top 5

IWF

in top 539.8%

SPHBStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

4.1%MRNAnot top 5

1.7%COINnot top 5

1.6%AMDnot top 5

1.6%SNDKnot top 5

1.6%SMCInot top 5

Held in common22.2%

End-of-day Nov 6, 2026 · share of each fund

SPHB vs IWF Returns, Every Period

InvescoSPHB

+11.1%

5 years, per year

IWFiShares

+9.1%

5 years, per year

SPHBIWFFaded: behind in that period

4–0SPHB wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SPHB vs IWF

YTD

InvescoSPHB

+10.3%

IWFiShares

−5.3%

+10.3%Year to date−5.3%

−20.2%Worst drop · 1Y−14.6%

29.7%Volatility · 1Y19.4%

0.6%Yield0.4%

$816MAssets$113B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPHB, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

SPHB0.25%$25

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SPHB, IWF

0.59%highest, SPHB

FundTrailing yieldYield$10k

SPHB0.59%$59

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$34most kept, SPHB

SPHB$59 − $25 = $34

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SPHB, IWF

Today

22.2%most shared, SPHB and IWF

SPHBIWF

SPHB—22.2%

IWF22.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.8%SPHB, at 29.7% volatility

IWFWorst drop−14.6%19.4% vol

SPHBWorst drop−20.2%29.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPHBIWF

+10.3%Year to date−5.3%

0.6%Yield0.4%

+13.8%Past year−6.5%

0.25%Fee0.18%

3–1SPHB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026