Compare · 2 funds side by side · dividends reinvested

UUP and IWB

UUPInvesco×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

UUP 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

Invesco DB US Dollar Index Bullish FundUS Stock Styles · Large cap0.78%3.21%+6.9%+5.9%+3.6%+5.9%−3.6%5.5%$481M1.6

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: UUP 2007 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco DB US Dollar Index Bullish Fund · $481M$13,300

UUP

IWB

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

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

UUPMeasureIWB

+6.9%Year to dateJan 1 → Nov 4+13.0%

+5.9%1 yearTotal return+13.2%

+3.6%3 years · per year$10,000 became $11,133 · $19,023+23.9%

+5.9%5 years · per year$10,000 became $13,300 · $17,459+11.8%

0.78%Expense ratio$78 · $15 a year on $10k · lower is better0.15%

3.21%Trailing 12-mo yield$321 · $91 a year on $10k0.91%

−3.6%Worst dropSmaller is better−8.9%

5.5%VolatilityLower is calmer12.9%

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

3–5IWB wins

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

More Ways to See the Pairs

UUP vs IWB: Top 5 Holdings

Today

UUP

99.9%in top 5

IWB

in top 525.2%

UUPStockIWB

99.9%AGPXXnot top 5

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5AMZN3.5%

not top 5GOOGL2.3%

Held in common0.0%

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

UUP vs IWB Returns, Every Period

InvescoUUP

+5.9%

5 years, per year

IWBiShares

+11.8%

5 years, per year

UUPIWBFaded: behind in that period

0–4IWB wins

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

UUP vs IWB

YTD

InvescoUUP

+6.9%

IWBiShares

+13.0%

+6.9%Year to date+13.0%

−3.6%Worst drop · 1Y−8.9%

5.5%Volatility · 1Y12.9%

3.2%Yield0.9%

$481MAssets$47.8B

3–1UUP wins

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

Cost, Income and Risk

Fees: UUP, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

UUP0.78%$78

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

Yields: UUP, IWB

3.21%highest, UUP

FundTrailing yieldYield$10k

UUP3.21%$321

IWB0.91%$91

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

Income After Fees on $10,000

$243most kept, UUP

UUP$321 − $78 = $243

IWB$91 − $15 = $76

KeptFee

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

Overlap: UUP, IWB

Today

0.0%most shared, UUP and IWB

UUPIWB

UUP—0.0%

IWB0.0%—

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

UUPWorst drop−3.6%5.5% 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

UUPIWB

+6.9%Year to date+13.0%

3.2%Yield0.9%

+5.9%Past year+13.2%

0.78%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