Compare · 2 funds side by side · dividends reinvested

UPSD and IWB

UPSDAptus×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

UPSD and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$48.5B1.3

ETF Series Solutions - Aptus Large Cap Upside ETFUS Stock Styles · Large cap0.79%0.58%+14.7%+15.5%[…][…]−11.9%14.4%$132M1.7

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: UPSD 2024 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

ETF Series Solutions - Aptus Large Cap Upside ETF · $132M[…]

UPSD

IWB

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

$10,000 five years ago, dividends reinvested · they hold 39.6% in common

UPSDMeasureIWB

+14.7%Year to dateJan 1 → Nov 5+13.0%

+15.5%1 yearTotal return+13.2%

[…]3 years · per year$10,000 became […] · $19,023+23.9%

[…]5 years · per year$10,000 became […] · $17,459+11.8%

0.79%Expense ratio$79 · $15 a year on $10k · lower is better0.15%

0.58%Trailing 12-mo yield$58 · $91 a year on $10k0.91%

−11.9%Worst dropSmaller is better−8.9%

14.4%VolatilityLower is calmer12.9%

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

2–4IWB wins

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

More Ways to See the Pairs

UPSD vs IWB: Top 5 Holdings

Today

UPSD

17.3%in top 5

IWB

in top 525.6%

UPSDStockIWB

5.1%AAPL7.1%

4.9%NVDA6.6%

3.6%MSFT5.8%

1.9%AMZN3.6%

not top 5GOOGL2.4%

1.8%MUnot top 5

Held in common39.6%

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

UPSD vs IWB Returns, Every Period

AptusUPSD

+15.5%

past year

IWBiShares

+13.2%

past year

UPSDIWBFaded: behind in that period

2–0UPSD wins

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

UPSD vs IWB

YTD

AptusUPSD

+14.7%

IWBiShares

+13.0%

+14.7%Year to date+13.0%

−11.9%Worst drop · 1Y−8.9%

14.4%Volatility · 1Y12.9%

0.6%Yield0.9%

$132MAssets$48.5B

3–1IWB wins

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

Cost, Income and Risk

Fees: UPSD, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

UPSD0.79%$79

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

Yields: UPSD, IWB

0.91%highest, IWB

FundTrailing yieldYield$10k

IWB0.91%$91

UPSD0.58%$58

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

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

UPSD$58 − $79 = −$21

KeptFee

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

Overlap: UPSD, IWB

Today

39.6%most shared, UPSD and IWB

UPSDIWB

UPSD—39.6%

IWB39.6%—

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

Return vs Bumpiness: 2 ETFs

+15.5%UPSD, at 14.4% volatility

IWBWorst drop−8.9%12.9% vol

UPSDWorst drop−11.9%14.4% vol

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

Paid More vs Made More

YTD

IWBUPSD

+13.0%Year to date+14.7%

0.9%Yield0.6%

+13.2%Past year+15.5%

0.15%Fee0.79%

2–2level

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