Compare · 2 funds side by side · dividends reinvested

XCLR and IWB

XCLRGlobal X×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

XCLR 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%$47.8B1.4

Global X - S&P 500 Collar 95-110 ETFUS Stock Styles · Large cap0.25%12.48%+5.2%+6.7%+15.0%+8.0%−8.3%8.7%$4M1.6

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Global X - S&P 500 Collar 95-110 ETF · $4M$14,709

XCLR

IWB

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

$10,000 five years ago, dividends reinvested

XCLRMeasureIWB

+5.2%Year to dateJan 1 → Nov 3+11.3%

+6.7%1 yearTotal return+11.6%

+15.0%3 years · per year$10,000 became $15,215 · $18,957+23.8%

+8.0%5 years · per year$10,000 became $14,709 · $17,090+11.3%

0.25%Expense ratio$25 · $15 a year on $10k · lower is better0.15%

12.48%Trailing 12-mo yield$1,248 · $92 a year on $10k0.92%

−8.3%Worst dropSmaller is better−8.9%

8.7%VolatilityLower is calmer12.8%

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

3–5IWB wins

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

More Ways to See the Pairs

XCLR vs IWB: Top 5 Holdings

Today

XCLR

[…]in top 5

IWB

in top 525.2%

XCLRStockIWB

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT5.6%

not top 5AMZN3.3%

not top 5GOOGL2.3%

Held in common[…]

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

XCLR vs IWB Returns, Every Period

Global XXCLR

+8.0%

5 years, per year

IWBiShares

+11.3%

5 years, per year

XCLRIWBFaded: behind in that period

0–4IWB wins

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

XCLR vs IWB

YTD

Global XXCLR

+5.2%

IWBiShares

+11.3%

+5.2%Year to date+11.3%

−8.3%Worst drop · 1Y−8.9%

8.7%Volatility · 1Y12.8%

12.5%Yield0.9%

$4.2MAssets$47.8B

3–1XCLR wins

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

Cost, Income and Risk

Fees: XCLR, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

XCLR0.25%$25

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

Yields: XCLR, IWB

12.48%highest, XCLR

FundTrailing yieldYield$10k

XCLR12.48%$1,248

IWB0.92%$92

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

Income After Fees on $10,000

$1,223most kept, XCLR

XCLR$1,248 − $25 = $1,223

IWB$92 − $15 = $77

KeptFee

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

Overlap: XCLR, IWB

Today

[…]holdings […]

XCLRIWB

XCLR—[…]

IWB[…]—

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

XCLRWorst drop−8.3%8.7% 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

XCLRIWB

+5.2%Year to date+11.3%

12.5%Yield0.9%

+6.7%Past year+11.6%

0.25%Fee0.15%

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