Compare · 2 funds side by side · dividends reinvested

USCA and IWB

USCAXtrackers×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,090IWB · best of the two

02 / 04

USCA and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.3%+11.6%+23.8%+11.3%−8.9%12.8%$47.8B1.3

Xtrackers MSCI USA Climate Action Equity ETFUS Stock Styles · Large cap0.07%1.06%+7.8%+7.1%+22.2%[…]−10.3%13.1%$3.3B1.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: USCA 2023 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Xtrackers MSCI USA Climate Action Equity ETF · $3.3B[…]

USCA

IWB

iShares Russell 1000 ETF · $47.8B$17,090

$10,000 five years ago, dividends reinvested · they hold 78.2% in common

USCAMeasureIWB

+7.8%Year to dateJan 1 → Nov 3+11.3%

+7.1%1 yearTotal return+11.6%

+22.2%3 years · per year$10,000 became $18,246 · $18,957+23.8%

[…]5 years · per year$10,000 became […] · $17,090+11.3%

0.07%Expense ratio$7 · $15 a year on $10k · lower is better0.15%

1.06%Trailing 12-mo yield$106 · $92 a year on $10k0.92%

−10.3%Worst dropSmaller is better−8.9%

13.1%VolatilityLower is calmer12.8%

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

2–5IWB wins

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

More Ways to See the Pairs

USCA vs IWB: Top 5 Holdings

Today

USCA

32.6%in top 5

IWB

in top 525.2%

USCAStockIWB

9.5%AAPL7.1%

8.8%NVDA6.8%

6.9%MSFT5.6%

4.4%AMZN3.3%

3.1%GOOGL2.3%

Held in common78.2%

End-of-day Nov 3, 2026 · share of each fund

USCA vs IWB Returns, Every Period

XtrackersUSCA

+7.1%

past year

IWBiShares

+11.6%

past year

USCAIWBFaded: behind in that period

0–3IWB wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

USCA vs IWB

YTD

XtrackersUSCA

+7.8%

IWBiShares

+11.3%

+7.8%Year to date+11.3%

−10.3%Worst drop · 1Y−8.9%

13.1%Volatility · 1Y12.8%

1.1%Yield0.9%

$3.3BAssets$47.8B

3–1IWB wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USCA, IWB

Today

0.07%lowest, USCA

FundExpense ratioFee$10k

USCA0.07%$7

IWB0.15%$15

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: USCA, IWB

1.06%highest, USCA

FundTrailing yieldYield$10k

USCA1.06%$106

IWB0.92%$92

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$99most kept, USCA

USCA$106 − $7 = $99

IWB$92 − $15 = $77

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: USCA, IWB

Today

78.2%most shared, USCA and IWB

USCAIWB

USCA—78.2%

IWB78.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.6%IWB, at 12.8% volatility

IWBWorst drop−8.9%12.8% vol

USCAWorst drop−10.3%13.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

USCAIWB

+7.8%Year to date+11.3%

1.1%Yield0.9%

+7.1%Past year+11.6%

0.07%Fee0.15%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026