Compare · 2 funds side by side · dividends reinvested

USAF and IWB

USAFAtlas Capital Team×IWBiShares×

Versus in desk

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

02 / 04

USAF 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%$47.8B1.4

The 2023 ETF Series Trust - Atlas America FundUS Stock Styles · Large cap0.94%2.42%+3.3%+3.9%[…][…]−4.4%5.8%$15M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: USAF 2024 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

The 2023 ETF Series Trust - Atlas America Fund · $15M[…]

USAF

IWB

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

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

USAFMeasureIWB

+3.3%Year to dateJan 1 → Nov 4+13.0%

+3.9%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%

0.94%Expense ratio$94 · $15 a year on $10k · lower is better0.15%

2.42%Trailing 12-mo yield$242 · $91 a year on $10k0.91%

−4.4%Worst dropSmaller is better−8.9%

5.8%VolatilityLower is calmer12.9%

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

3–3Level

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

More Ways to See the Pairs

USAF vs IWB: Top 5 Holdings

Today

USAF

43.8%in top 5

IWB

in top 525.2%

USAFStockIWB

10.2%PDBAnot top 5

9.1%VBILnot top 5

9.0%IAUMnot top 5

7.7%GLDMnot top 5

7.7%STIPnot top 5

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5AMZN3.5%

not top 5GOOGL2.3%

Held in common0.8%

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

USAF vs IWB Returns, Every Period

Atlas Capital TeamUSAF

+3.9%

past year

IWBiShares

+13.2%

past year

USAFIWBFaded: behind in that period

0–2IWB wins

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

USAF vs IWB

YTD

Atlas Capital TeamUSAF

+3.3%

IWBiShares

+13.0%

+3.3%Year to date+13.0%

−4.4%Worst drop · 1Y−8.9%

5.8%Volatility · 1Y12.9%

2.4%Yield0.9%

$15.5MAssets$47.8B

3–1USAF wins

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

Cost, Income and Risk

Fees: USAF, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

USAF0.94%$94

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

Yields: USAF, IWB

2.42%highest, USAF

FundTrailing yieldYield$10k

USAF2.42%$242

IWB0.91%$91

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

Income After Fees on $10,000

$148most kept, USAF

USAF$242 − $94 = $148

IWB$91 − $15 = $76

KeptFee

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

Overlap: USAF, IWB

Today

0.8%most shared, USAF and IWB

USAFIWB

USAF—0.8%

IWB0.8%—

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

Return vs Bumpiness: 2 ETFs

+13.2%IWB, at 12.9% volatility

USAFWorst drop−4.4%5.8% 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

USAFIWB

+3.3%Year to date+13.0%

2.4%Yield0.9%

+3.9%Past year+13.2%

0.94%Fee0.15%

3–1IWB 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