Compare · 2 funds side by side · dividends reinvested

XCLR and IWF

XCLRGlobal X×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,559IWF · best of the two

02 / 04

XCLR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$4M1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B1.6

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: XCLR 2021 · IWF 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

IWF

iShares Russell 1000 Growth ETF · $120B$16,559

$10,000 five years ago, dividends reinvested

XCLRMeasureIWF

+5.2%Year to dateJan 1 → Nov 4−0.1%

+6.7%1 yearTotal return−3.0%

+15.0%3 years · per year$10,000 became $15,215 · $18,310+22.3%

+8.0%5 years · per year$10,000 became $14,709 · $16,559+10.6%

0.25%Expense ratio$25 · $18 a year on $10k · lower is better0.18%

12.48%Trailing 12-mo yield$1,248 · $37 a year on $10k0.37%

−8.3%Worst dropSmaller is better−15.6%

8.7%VolatilityLower is calmer18.3%

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

5–3XCLR wins

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

More Ways to See the Pairs

XCLR vs IWF: Top 5 Holdings

Today

XCLR

[…]in top 5

IWF

in top 539.3%

XCLRStockIWF

not top 5NVDA15.1%

not top 5AAPL8.1%

not top 5MSFT6.1%

not top 5GOOGL5.1%

not top 5AVGO4.8%

Held in common[…]

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

XCLR vs IWF Returns, Every Period

Global XXCLR

+8.0%

5 years, per year

IWFiShares

+10.6%

5 years, per year

XCLRIWFFaded: behind in that period

2–2Level

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

XCLR vs IWF

YTD

Global XXCLR

+5.2%

IWFiShares

−0.1%

+5.2%Year to date−0.1%

−8.3%Worst drop · 1Y−15.6%

8.7%Volatility · 1Y18.3%

12.5%Yield0.4%

$4.2MAssets$120B

4–0XCLR wins

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

Cost, Income and Risk

Fees: XCLR, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

XCLR0.25%$25

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

Yields: XCLR, IWF

12.48%highest, XCLR

FundTrailing yieldYield$10k

XCLR12.48%$1,248

IWF0.37%$37

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

Income After Fees on $10,000

$1,223most kept, XCLR

XCLR$1,248 − $25 = $1,223

IWF$37 − $18 = $19

KeptFee

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

Overlap: XCLR, IWF

Today

[…]holdings […]

XCLRIWF

XCLR—[…]

IWF[…]—

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

Return vs Bumpiness: 2 ETFs

+6.7%XCLR, at 8.7% volatility

XCLRWorst drop−8.3%8.7% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

XCLRIWF

+5.2%Year to date−0.1%

12.5%Yield0.4%

+6.7%Past year−3.0%

0.25%Fee0.18%

3–1XCLR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

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