Compare · 2 funds side by side · dividends reinvested

VEGN and IWB

VEGNBeyond Investing×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,846VEGN · best of the two

02 / 04

VEGN and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

US Vegan Climate ETFUS Stock Styles · Large cap0.60%0.60%+20.1%+19.8%+26.7%+12.3%−12.3%21.8%$175M1.5

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$48.5B1.5

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: VEGN 2019 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

US Vegan Climate ETF · $175M$17,846

VEGN

IWB

iShares Russell 1000 ETF · $48.5B$17,459

$10,000 five years ago, dividends reinvested · they hold 35.8% in common

VEGNMeasureIWB

+20.1%Year to dateJan 1 → Nov 4+13.0%

+19.8%1 yearTotal return+13.2%

+26.7%3 years · per year$10,000 became $20,332 · $19,023+23.9%

+12.3%5 years · per year$10,000 became $17,846 · $17,459+11.8%

0.60%Expense ratio$60 · $15 a year on $10k · lower is better0.15%

0.60%Trailing 12-mo yield$60 · $91 a year on $10k0.91%

−12.3%Worst dropSmaller is better−8.9%

21.8%VolatilityLower is calmer12.9%

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

4–4Level

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

More Ways to See the Pairs

VEGN vs IWB: Top 5 Holdings

Today

VEGN

22.7%in top 5

IWB

in top 525.2%

VEGNStockIWB

4.2%NVDA6.9%

4.9%AAPL6.9%

not top 5MSFT5.5%

4.9%MUnot top 5

4.3%AMDnot top 5

4.3%Vnot top 5

not top 5AMZN3.5%

not top 5GOOGL2.3%

Held in common35.8%

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

VEGN vs IWB Returns, Every Period

Beyond InvestingVEGN

+12.3%

5 years, per year

IWBiShares

+11.8%

5 years, per year

VEGNIWBFaded: behind in that period

4–0VEGN wins

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

VEGN vs IWB

YTD

Beyond InvestingVEGN

+20.1%

IWBiShares

+13.0%

+20.1%Year to date+13.0%

−12.3%Worst drop · 1Y−8.9%

21.8%Volatility · 1Y12.9%

0.6%Yield0.9%

$175MAssets$48.5B

3–1IWB wins

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

Cost, Income and Risk

Fees: VEGN, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

VEGN0.60%$60

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

Yields: VEGN, IWB

0.91%highest, IWB

FundTrailing yieldYield$10k

IWB0.91%$91

VEGN0.60%$60

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

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

VEGN$60 − $60 = −$0

KeptFee

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

Overlap: VEGN, IWB

Today

35.8%most shared, VEGN and IWB

VEGNIWB

VEGN—35.8%

IWB35.8%—

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

Return vs Bumpiness: 2 ETFs

+19.8%VEGN, at 21.8% volatility

IWBWorst drop−8.9%12.9% vol

VEGNWorst drop−12.3%21.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWBVEGN

+13.0%Year to date+20.1%

0.9%Yield0.6%

+13.2%Past year+19.8%

0.15%Fee0.60%

2–2level

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026