Compare · 2 funds side by side · dividends reinvested

XTR and IWF

XTRGlobal X×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,892IWF · best of the two

02 / 04

XTR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X S&P 500 Tail Risk ETFUS Stock Styles · Large cap0.25%16.52%+7.7%+9.3%+18.0%+8.8%−8.5%12.3%$5M1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B1.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: XTR 2021 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Global X S&P 500 Tail Risk ETF · $5M$15,228

XTR

IWF

iShares Russell 1000 Growth ETF · $115B$15,892

$10,000 five years ago, dividends reinvested · they hold 55.4% in common

XTRMeasureIWF

+7.7%Year to dateJan 1 → Nov 9−2.5%

+9.3%1 yearTotal return−2.2%

+18.0%3 years · per year$10,000 became $16,426 · $17,207+19.8%

+8.8%5 years · per year$10,000 became $15,228 · $15,892+9.7%

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

16.52%Trailing 12-mo yield$1,652 · $38 a year on $10k0.38%

−8.5%Worst dropSmaller is better−14.6%

12.3%VolatilityLower is calmer19.5%

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

5–3XTR wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XTR vs IWF: Top 5 Holdings

Today

XTR

27.5%in top 5

IWF

in top 539.7%

XTRStockIWF

7.0%NVDA14.3%

7.8%AAPL8.8%

6.1%MSFT6.5%

2.6%GOOGL5.5%

not top 5AVGO4.5%

4.0%AMZNnot top 5

Held in common55.4%

End-of-day Nov 9, 2026 · share of each fund

XTR vs IWF Returns, Every Period

Global XXTR

+8.8%

5 years, per year

IWFiShares

+9.7%

5 years, per year

XTRIWFFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

XTR vs IWF

YTD

Global XXTR

+7.7%

IWFiShares

−2.5%

+7.7%Year to date−2.5%

−8.5%Worst drop · 1Y−14.6%

12.3%Volatility · 1Y19.5%

16.5%Yield0.4%

$4.7MAssets$115B

4–0XTR wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XTR, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

XTR0.25%$25

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: XTR, IWF

16.52%highest, XTR

FundTrailing yieldYield$10k

XTR16.52%$1,652

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,627most kept, XTR

XTR$1,652 − $25 = $1,627

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: XTR, IWF

Today

55.4%most shared, XTR and IWF

XTRIWF

XTR—55.4%

IWF55.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.3%XTR, at 12.3% volatility

XTRWorst drop−8.5%12.3% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

XTRIWF

+7.7%Year to date−2.5%

16.5%Yield0.4%

+9.3%Past year−2.2%

0.25%Fee0.18%

3–1XTR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026