Compare · 2 funds side by side · dividends reinvested

VSLU and IWB

VSLUApplied Finance×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,686VSLU · best of the two

02 / 04

VSLU and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Applied Finance Valuation Large Cap ETFUS Stock Styles · Large cap0.49%0.42%+10.5%+12.3%+24.5%+13.3%−9.2%12.6%$586M1.5

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.3%+11.6%+23.8%+11.3%−8.9%12.8%$47.8B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: VSLU 2021 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Applied Finance Valuation Large Cap ETF · $586M$18,686

VSLU

IWB

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

$10,000 five years ago, dividends reinvested · they hold 57.9% in common

VSLUMeasureIWB

+10.5%Year to dateJan 1 → Nov 3+11.3%

+12.3%1 yearTotal return+11.6%

+24.5%3 years · per year$10,000 became $19,282 · $18,957+23.8%

+13.3%5 years · per year$10,000 became $18,686 · $17,090+11.3%

0.49%Expense ratio$49 · $15 a year on $10k · lower is better0.15%

0.42%Trailing 12-mo yield$42 · $92 a year on $10k0.92%

−9.2%Worst dropSmaller is better−8.9%

12.6%VolatilityLower is calmer12.8%

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

4–4Level

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

More Ways to See the Pairs

VSLU vs IWB: Top 5 Holdings

Today

VSLU

36.3%in top 5

IWB

in top 525.2%

VSLUStockIWB

10.2%AAPL7.1%

9.1%NVDA6.8%

8.0%MSFT5.6%

4.9%GOOGL2.3%

4.2%METAnot top 5

not top 5AMZN3.3%

Held in common57.9%

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

VSLU vs IWB Returns, Every Period

Applied FinanceVSLU

+13.3%

5 years, per year

IWBiShares

+11.3%

5 years, per year

VSLUIWBFaded: behind in that period

3–1VSLU wins

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

VSLU vs IWB

YTD

Applied FinanceVSLU

+10.5%

IWBiShares

+11.3%

+10.5%Year to date+11.3%

−9.2%Worst drop · 1Y−8.9%

12.6%Volatility · 1Y12.8%

0.4%Yield0.9%

$586MAssets$47.8B

3–1IWB wins

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

Cost, Income and Risk

Fees: VSLU, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

VSLU0.49%$49

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

Yields: VSLU, IWB

0.92%highest, IWB

FundTrailing yieldYield$10k

IWB0.92%$92

VSLU0.42%$42

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

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

VSLU$42 − $49 = −$7

KeptFee

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

Overlap: VSLU, IWB

Today

57.9%most shared, VSLU and IWB

VSLUIWB

VSLU—57.9%

IWB57.9%—

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

Return vs Bumpiness: 2 ETFs

+12.3%VSLU, at 12.6% volatility

VSLUWorst drop−9.2%12.6% vol

IWBWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

IWBVSLU

+11.3%Year to date+10.5%

0.9%Yield0.4%

+11.6%Past year+12.3%

0.15%Fee0.49%

3–1IWB wins

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