Compare · 2 funds side by side · dividends reinvested

XOEX and IWB

XOEXXtrackers×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,543IWB · best of the two

02 / 04

XOEX and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Xtrackers S&P 100 Ex Top 20 ETFUS Stock Styles · Large cap0.15%1.43%+14.7%+18.7%+21.4%[…]−7.3%11.3%$280M1.1

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$48.5B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: XOEX 2022 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Xtrackers S&P 100 Ex Top 20 ETF · $280M[…]

XOEX

IWB

iShares Russell 1000 ETF · $48.5B$16,543

$10,000 five years ago, dividends reinvested · they hold 20.9% in common

XOEXMeasureIWB

+14.7%Year to dateJan 1 → Nov 5+13.0%

+18.7%1 yearTotal return+13.2%

+21.4%3 years · per year$10,000 became $17,879 · $19,023+23.9%

[…]5 years · per year$10,000 became […] · $17,459+11.8%

0.15%Expense ratio$15 · $15 a year on $10k · lower is better0.15%

1.43%Trailing 12-mo yield$143 · $91 a year on $10k0.91%

−7.3%Worst dropSmaller is better−8.9%

11.3%VolatilityLower is calmer12.9%

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

5–1XOEX wins

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

More Ways to See the Pairs

XOEX vs IWB: Top 5 Holdings

Today

XOEX

14.7%in top 5

IWB

in top 525.6%

XOEXStockIWB

not top 5AAPL7.1%

not top 5NVDA6.6%

not top 5MSFT5.8%

not top 5AMZN3.6%

3.5%MAnot top 5

3.4%ABBVnot top 5

2.8%CVXnot top 5

2.6%PLTRnot top 5

2.5%PGnot top 5

not top 5GOOGL2.4%

Held in common20.9%

End-of-day Nov 5, 2026 · share of each fund

XOEX vs IWB Returns, Every Period

XtrackersXOEX

+18.7%

past year

IWBiShares

+13.2%

past year

XOEXIWBFaded: behind in that period

2–1XOEX wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

XOEX vs IWB

YTD

XtrackersXOEX

+14.7%

IWBiShares

+13.0%

+14.7%Year to date+13.0%

−7.3%Worst drop · 1Y−8.9%

11.3%Volatility · 1Y12.9%

1.4%Yield0.9%

$280MAssets$48.5B

4–0XOEX wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XOEX, IWB

Today

0.15%lowest, XOEX

FundExpense ratioFee$10k

XOEX0.15%$15

IWB0.15%$15

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: XOEX, IWB

1.43%highest, XOEX

FundTrailing yieldYield$10k

XOEX1.43%$143

IWB0.91%$91

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$128most kept, XOEX

XOEX$143 − $15 = $128

IWB$91 − $15 = $76

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: XOEX, IWB

Today

20.9%most shared, XOEX and IWB

XOEXIWB

XOEX—20.9%

IWB20.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.7%XOEX, at 11.3% volatility

XOEXWorst drop−7.3%11.3% vol

IWBWorst drop−8.9%12.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

XOEXIWB

+14.7%Year to date+13.0%

1.4%Yield0.9%

+18.7%Past year+13.2%

0.15%Fee0.15%

3–0XOEX wins

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026