XLSR vs IWB5YXLSRXLSRAvsBIWBIWBState Street US Sector Rotation ETF · $1.1BiShares Russell 1000 ETF · $48.1BReturns · dividends in+16.6%3 years · per year$15,839 · $17,870+21.3%+8.4%5 years · per year$14,938 · $16,772+10.9%Cost and income0.70%Expense ratio$70 · $15 on $10k · lower wins0.15%0.41%12-mo yield$41 · $92 on $10k
Overlap: XLSR, IWB, VTVToday41.0%most shared, IWB and VTVXLSRIWBVTVXLSR—20.5%0.6%IWB20.5%—41.0%VTV0.6%41.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2BIWBiShares Russell 1000 ETFReadDesk0.15%0.92%−0.4%+11.7%+11.8%+21.3%+10.9%−8.9%$48.1B3AXLSRState Street US Sector Rotation ETFReadDesk0.70%0.41%−0.4%+5.3%+6.3%+16.6%+8.4%−11.1%$1.1BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2BIWBiShares Russell 1000 ETFReadDesk0.15%0.92%−0.4%+11.7%+11.8%+21.3%+10.9%−8.9%$48.1B3AXLSRState Street US Sector Rotation ETFReadDesk0.70%0.41%−0.4%+5.3%+6.3%+16.6%+8.4%−11.1%$1.1BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+21.7%vsBSSCHVSchwab+19.2%Jan 1Nov 12+21.7%+19.2%+21.7%Year to date+19.2%1.8%Yield1.8%$184BAssets$15.8B1–0VTV winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
Overlap: XLSR, IWB, VTVToday41.0%most shared, IWB and VTVXLSRIWBVTVXLSR—20.5%0.6%IWB20.5%—41.0%VTV0.6%41.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$179most kept, VTVVTV$182 − $3 = $179IWB$92 − $15 = $77XLSR$41 − $70 = −$29KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee