Compare · 3 funds side by side · dividends reinvested

XLSR, IWB and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,575IWB · best of the three

02 / 04

XLSR, IWB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.5%+9.6%+21.6%+10.6%−8.9%13.6%$46.4B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

State Street US Sector Rotation ETFUS Stock Styles · Large cap0.70%0.42%+2.9%+5.1%+16.9%+8.2%−11.1%14.5%$1.1B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: XLSR 2019 · IWB 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street US Sector Rotation ETF · $1.1B$14,831

XLSR

IWB

iShares Russell 1000 ETF · $46.4B$16,575

$10,000 five years ago, dividends reinvested · they hold 20.7% in common

XLSRMeasureIWB

+2.9%Year to dateJan 1 → Nov 6+8.5%

+5.1%1 yearTotal return+9.6%

+16.9%3 years · per year$10,000 became $15,995 · $17,966+21.6%

+8.2%5 years · per year$10,000 became $14,831 · $16,575+10.6%

0.70%Expense ratio$70 · $15 a year on $10k · lower is better0.15%

0.42%Trailing 12-mo yield$42 · $95 a year on $10k0.95%

−11.1%Worst dropSmaller is better−8.9%

14.5%VolatilityLower is calmer13.6%

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

0–8IWB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLSR vs IWB: Top 5 Holdings

Today

XLSR

66.7%in top 5

IWB

in top 525.6%

XLSRStockIWB

26.6%XLKnot top 5

19.6%XLVnot top 5

10.6%XLFnot top 5

not top 5AAPL7.1%

not top 5NVDA6.6%

not top 5MSFT5.8%

5.3%XLPnot top 5

4.6%XLYnot top 5

not top 5AMZN3.6%

not top 5GOOGL2.4%

Held in common20.7%

End-of-day Nov 6, 2026 · share of each fund

XLSR vs IWB Returns, Every Period

SPDRXLSR

+8.2%

5 years, per year

IWBiShares

+10.6%

5 years, per year

XLSRIWBFaded: behind in that period

0–4IWB wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

XLSR vs IWB

YTD

SPDRXLSR

+2.9%

IWBiShares

+8.5%

+2.9%Year to date+8.5%

−11.1%Worst drop · 1Y−8.9%

14.5%Volatility · 1Y13.6%

0.4%Yield0.9%

$1.1BAssets$46.4B

4–0IWB wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLSR, IWB, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWB0.15%$15

XLSR0.70%$70

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: XLSR, IWB, VUG

0.95%highest, IWB

FundTrailing yieldYield$10k

IWB0.95%$95

VUG0.42%$42

XLSR0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

VUG$42 − $3 = $39

XLSR$42 − $70 = −$28

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: XLSR, IWB, VUG

Today

52.0%most shared, IWB and VUG

XLSRIWBVUG

XLSR—20.7%21.7%

IWB20.7%—52.0%

VUG21.7%52.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.6%IWB, at 13.6% volatility

IWBWorst drop−8.9%13.6% vol

XLSRWorst drop−11.1%14.5% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IWBXLSR

+8.5%Year to date+2.9%

0.9%Yield0.4%

+9.6%Past year+5.1%

0.15%Fee0.70%

4–0IWB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026