Compare · 2 funds side by side · dividends reinvested

SUSA and IWB

SUSAiShares×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,543IWB · best of the two

02 / 04

SUSA and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.1%+9.6%+21.8%+10.6%−8.9%13.6%$48.5B1.3

iShares ESG Optimized MSCI USA ETFUS Stock Styles · Large cap0.25%0.86%+8.7%+9.9%+21.4%+9.2%−9.7%14.0%$4.1B1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: SUSA 2005 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Optimized MSCI USA ETF · $4.1B$15,524

SUSA

IWB

iShares Russell 1000 ETF · $48.5B$16,543

$10,000 five years ago, dividends reinvested · they hold 56.0% in common

SUSAMeasureIWB

+8.7%Year to dateJan 1 → Nov 5+8.1%

+9.9%1 yearTotal return+9.6%

+21.4%3 years · per year$10,000 became $17,896 · $18,083+21.8%

+9.2%5 years · per year$10,000 became $15,524 · $16,543+10.6%

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

0.86%Trailing 12-mo yield$86 · $95 a year on $10k0.95%

−9.7%Worst dropSmaller is better−8.9%

14.0%VolatilityLower is calmer13.6%

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

2–6IWB wins

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

More Ways to See the Pairs

SUSA vs IWB: Top 5 Holdings

Today

SUSA

23.4%in top 5

IWB

in top 525.6%

SUSAStockIWB

6.9%AAPL7.1%

6.6%NVDA6.6%

4.8%MSFT5.8%

not top 5AMZN3.6%

2.7%GOOGnot top 5

not top 5GOOGL2.4%

2.4%AVGOnot top 5

Held in common56.0%

End-of-day Nov 5, 2026 · share of each fund

SUSA vs IWB Returns, Every Period

iSharesSUSA

+9.2%

5 years, per year

IWBiShares

+10.6%

5 years, per year

SUSAIWBFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SUSA vs IWB

YTD

iSharesSUSA

+8.7%

IWBiShares

+8.1%

+8.7%Year to date+8.1%

−9.7%Worst drop · 1Y−8.9%

14.0%Volatility · 1Y13.6%

0.9%Yield1.0%

$4.1BAssets$48.5B

3–1IWB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SUSA, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

SUSA0.25%$25

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SUSA, IWB

0.95%highest, IWB

FundTrailing yieldYield$10k

IWB0.95%$95

SUSA0.86%$86

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

SUSA$86 − $25 = $61

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SUSA, IWB

Today

56.0%most shared, SUSA and IWB

SUSAIWB

SUSA—56.0%

IWB56.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.9%SUSA, at 14.0% volatility

IWBWorst drop−8.9%13.6% vol

SUSAWorst drop−9.7%14.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IWBSUSA

+8.1%Year to date+8.7%

1.0%Yield0.9%

+9.6%Past year+9.9%

0.15%Fee0.25%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026