Compare · 2 funds side by side · dividends reinvested

TILT and IWB

TILTFlexShares×IWBiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,459IWB · best of the two

02 / 04

TILT and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Northern Trust Morningstar US Market Factor Tilt ETFUS Stock Styles · Large cap0.26%1.06%+14.6%+16.2%+23.5%+11.4%−8.5%12.4%$2.2B1.4

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$47.8B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: TILT 2011 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Northern Trust Morningstar US Market Factor Tilt ETF · $2.2B$17,133

TILT

IWB

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

$10,000 five years ago, dividends reinvested · they hold 75.8% in common

TILTMeasureIWB

+14.6%Year to dateJan 1 → Nov 4+13.0%

+16.2%1 yearTotal return+13.2%

+23.5%3 years · per year$10,000 became $18,850 · $19,023+23.9%

+11.4%5 years · per year$10,000 became $17,133 · $17,459+11.8%

0.26%Expense ratio$26 · $15 a year on $10k · lower is better0.15%

1.06%Trailing 12-mo yield$106 · $91 a year on $10k0.91%

−8.5%Worst dropSmaller is better−8.9%

12.4%VolatilityLower is calmer12.9%

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

5–3TILT wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TILT vs IWB: Top 5 Holdings

Today

TILT

18.1%in top 5

IWB

in top 525.2%

TILTStockIWB

4.9%NVDA6.9%

5.0%AAPL6.9%

4.0%MSFT5.5%

2.5%AMZN3.5%

not top 5GOOGL2.3%

1.7%METAnot top 5

Held in common75.8%

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

TILT vs IWB Returns, Every Period

FlexSharesTILT

+11.4%

5 years, per year

IWBiShares

+11.8%

5 years, per year

TILTIWBFaded: behind in that period

2–2Level

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

TILT vs IWB

YTD

FlexSharesTILT

+14.6%

IWBiShares

+13.0%

+14.6%Year to date+13.0%

−8.5%Worst drop · 1Y−8.9%

12.4%Volatility · 1Y12.9%

1.1%Yield0.9%

$2.2BAssets$47.8B

4–0TILT wins

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

Cost, Income and Risk

Fees: TILT, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

TILT0.26%$26

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

Yields: TILT, IWB

1.06%highest, TILT

FundTrailing yieldYield$10k

TILT1.06%$106

IWB0.91%$91

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

Income After Fees on $10,000

$80most kept, TILT

TILT$106 − $26 = $80

IWB$91 − $15 = $76

KeptFee

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

Overlap: TILT, IWB

Today

75.8%most shared, TILT and IWB

TILTIWB

TILT—75.8%

IWB75.8%—

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

Return vs Bumpiness: 2 ETFs

+16.2%TILT, at 12.4% volatility

TILTWorst drop−8.5%12.4% vol

IWBWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

TILTIWB

+14.6%Year to date+13.0%

1.1%Yield0.9%

+16.2%Past year+13.2%

0.26%Fee0.15%

3–1TILT wins

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