Compare · 2 funds side by side · dividends reinvested

SUSL and IWB

SUSLiShares×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,895SUSL · best of the two

02 / 04

SUSL and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares ESG MSCI USA Leaders ETFUS Stock Styles · Large cap0.10%0.93%+13.4%+13.6%+24.5%+12.3%−11.4%14.1%$1.2B1.3

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$48.5B1.8

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: SUSL 2019 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG MSCI USA Leaders ETF · $1.2B$16,895

SUSL

IWB

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

$10,000 five years ago, dividends reinvested · they hold 48.9% in common

SUSLMeasureIWB

+13.4%Year to dateJan 1 → Nov 5+13.0%

+13.6%1 yearTotal return+13.2%

+24.5%3 years · per year$10,000 became $19,318 · $19,023+23.9%

+12.3%5 years · per year$10,000 became $17,863 · $17,459+11.8%

0.10%Expense ratio$10 · $15 a year on $10k · lower is better0.15%

0.93%Trailing 12-mo yield$93 · $91 a year on $10k0.91%

−11.4%Worst dropSmaller is better−8.9%

14.1%VolatilityLower is calmer12.9%

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

6–2SUSL wins

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

More Ways to See the Pairs

SUSL vs IWB: Top 5 Holdings

Today

SUSL

36.7%in top 5

IWB

in top 525.6%

SUSLStockIWB

13.3%NVDA6.6%

11.3%MSFT5.8%

not top 5AAPL7.1%

4.9%GOOGL2.4%

3.9%GOOGnot top 5

not top 5AMZN3.6%

3.3%LLYnot top 5

Held in common48.9%

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

SUSL vs IWB Returns, Every Period

iSharesSUSL

+12.3%

5 years, per year

IWBiShares

+11.8%

5 years, per year

SUSLIWBFaded: behind in that period

4–0SUSL wins

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

SUSL vs IWB

YTD

iSharesSUSL

+13.4%

IWBiShares

+13.0%

+13.4%Year to date+13.0%

−11.4%Worst drop · 1Y−8.9%

14.1%Volatility · 1Y12.9%

0.9%Yield0.9%

$1.2BAssets$48.5B

2–1IWB wins

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

Cost, Income and Risk

Fees: SUSL, IWB

Today

0.10%lowest, SUSL

FundExpense ratioFee$10k

SUSL0.10%$10

IWB0.15%$15

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

Yields: SUSL, IWB

0.93%highest, SUSL

FundTrailing yieldYield$10k

SUSL0.93%$93

IWB0.91%$91

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

Income After Fees on $10,000

$83most kept, SUSL

SUSL$93 − $10 = $83

IWB$91 − $15 = $76

KeptFee

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

Overlap: SUSL, IWB

Today

48.9%most shared, SUSL and IWB

SUSLIWB

SUSL—48.9%

IWB48.9%—

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

Return vs Bumpiness: 2 ETFs

+13.6%SUSL, at 14.1% volatility

IWBWorst drop−8.9%12.9% vol

SUSLWorst drop−11.4%14.1% vol

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

Paid More vs Made More

YTD

SUSLIWB

+13.4%Year to date+13.0%

0.9%Yield0.9%

+13.6%Past year+13.2%

0.10%Fee0.15%

3–0SUSL wins

End-of-day Nov 5, 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026