Compare · 2 funds side by side · dividends reinvested

TOT and IWF

TOTLionShares×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,441IWF · best of the two

02 / 04

TOT and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

LionShares U.S. Equity Total Return ETFUS Stock Styles · Large cap0.25%0.00%+12.7%+14.4%[…][…]−9.0%13.1%$10M1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: TOT 2025 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

LionShares U.S. Equity Total Return ETF · $10M[…]

TOT

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

TOTMeasureIWF

+12.7%Year to dateJan 1 → Nov 6−5.3%

+14.4%1 yearTotal return−6.5%

[…]3 years · per year$10,000 became […] · $17,022+19.4%

[…]5 years · per year$10,000 became […] · $15,442+9.1%

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

0.00%Trailing 12-mo yield$0 · $39 a year on $10k0.39%

−9.0%Worst dropSmaller is better−14.6%

13.1%VolatilityLower is calmer19.4%

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

4–2TOT wins

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

More Ways to See the Pairs

TOT vs IWF: Top 5 Holdings

Today

TOT

99.9%in top 5

IWF

in top 539.8%

TOTStockIWF

99.9%ITOTnot top 5

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

Held in common0.0%

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

TOT vs IWF Returns, Every Period

LionSharesTOT

+14.4%

past year

IWFiShares

−6.5%

past year

TOTIWFFaded: behind in that period

2–0TOT wins

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

TOT vs IWF

YTD

LionSharesTOT

+12.7%

IWFiShares

−5.3%

+12.7%Year to date−5.3%

−9.0%Worst drop · 1Y−14.6%

13.1%Volatility · 1Y19.4%

0.0%Yield0.4%

$10.2MAssets$115B

3–1TOT wins

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

Cost, Income and Risk

Fees: TOT, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

TOT0.25%$25

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

Yields: TOT, IWF

0.39%highest, IWF

FundTrailing yieldYield$10k

IWF0.39%$39

TOT0.00%$0

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

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

TOT$0 − $25 = −$25

KeptFee

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

Overlap: TOT, IWF

Today

0.0%most shared, TOT and IWF

TOTIWF

TOT—0.0%

IWF0.0%—

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

Return vs Bumpiness: 2 ETFs

+14.4%TOT, at 13.1% volatility

TOTWorst drop−9.0%13.1% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

IWFTOT

−5.3%Year to date+12.7%

0.4%Yield0.0%

−6.5%Past year+14.4%

0.18%Fee0.25%

2–2level

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$59.7B

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