Compare · 2 funds side by side · dividends reinvested

USMD and IYW

USMDCoreValues Alpha×IYWiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$22,504IYW · best of the two

02 / 03

USMD and IYW, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Technology ETFSectors · Technology0.37%0.10%+20.0%+15.2%+33.2%+17.6%−16.8%25.0%$23.5B1.0

CoreValues America First Technology ETFSectors · Technology0.87%0.00%[…][…][…][…][…][…]$290K2.0

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: USMD 2026 · IYW 2000

Head to Head

Swap sides Versus in desk

Head to Head

CoreValues America First Technology ETF · $290K[…]

USMD

IYW

iShares U.S. Technology ETF · $23.5B$22,504

$10,000 five years ago, dividends reinvested · they hold 38.6% in common

USMDMeasureIYW

[…]Year to dateJan 1 → Nov 3+20.0%

[…]1 yearTotal return+15.2%

[…]3 years · per year$10,000 became […] · $23,633+33.2%

[…]5 years · per year$10,000 became […] · $22,504+17.6%

0.87%Expense ratio$87 · $37 a year on $10k · lower is better0.37%

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

[…]Worst dropSmaller is better−16.8%

[…]VolatilityLower is calmer25.0%

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

0–2IYW wins

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

More Ways to See the Pairs

USMD vs IYW: Top 5 Holdings

Today

USMD

27.9%in top 5

IYW

in top 554.0%

USMDStockIYW

not top 5AAPL17.4%

not top 5NVDA16.7%

5.6%MSFT13.6%

6.8%TSLAnot top 5

6.0%PLTRnot top 5

4.9%AMZNnot top 5

4.6%AMDnot top 5

not top 5META3.2%

not top 5AVGO3.2%

Held in common38.6%

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

USMD vs IYW Returns, Every Period

CoreValues AlphaUSMD

[…]

past year

IYWiShares

+15.2%

past year

Returns […]

USMDIYWFaded: behind in that period

0–0Level

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

USMD vs IYW

YTD

CoreValues AlphaUSMD

[…]

IYWiShares

+20.0%

[…]Year to date+20.0%

[…]Worst drop · 1Y−16.8%

[…]Volatility · 1Y25.0%

0.0%Yield0.1%

$290KAssets$23.5B

1–0IYW wins

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

Cost, Income and Risk

Fees: USMD, IYW

Today

0.37%lowest, IYW

FundExpense ratioFee$10k

IYW0.37%$37

USMD0.87%$87

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

Yields: USMD, IYW

0.10%highest, IYW

FundTrailing yieldYield$10k

IYW0.10%$10

USMD0.00%$0

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

Income After Fees on $10,000

−$27most kept, IYW

IYW$10 − $37 = −$27

USMD$0 − $87 = −$87

KeptFee

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

Overlap: USMD, IYW

Today

38.6%most shared, USMD and IYW

USMDIYW

USMD—38.6%

IYW38.6%—

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

Return vs Bumpiness: 2 ETFs

+15.2%IYW, at 25.0% volatility

IYWWorst drop−16.8%25.0% vol

USMDWorst drop[…][…]

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

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

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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