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CFO vs IWB

Both CFO and IWB are ETFs. CFO has a lower 5-year return than IWB (15.19% vs 17.58%). CFO has a higher expense ratio than IWB (0.38% vs 0.15%). Below is the comparison between CFO and IWB.

CFO IWB
Security Type ETF ETF
Segment Equity: U.S. - Large Cap Equity: U.S. - Large Cap
Family Victory Capital Management BlackRock
Net Assets $932.00M $29.12B
Expense Ratio 0.38% 0.15%
Management Style passive (index-based) passive (index-based)
Dividend Yield 0.83% 1.34%
Underlying Index CEMP U.S. Large Cap 500 Long/Cash Volatility Weighted Index Russell 1000 Index
YTD Return 14.77% 13.52%
1-Year Return 40.64% 45.99%
3-Year Return 13.50% 17.62%
5-Year Return 15.19% 17.58%
10-Year Return 0.00% 15.06%

CFO description

The Fund seeks to provide investment results that match the performance of the CEMP U.S. Large Cap 500 Long/Cash Volatility Weighted Index before fees and expenses. The Fund invests at least 80% of its assets in the securities of U.S. issuers included in the Index as of its most recent reconstitution.

CFO performance & returns

YTD Return 14.77%
1-Month Return 0.89%
3-Month Return 8.38%
1-Year Return 40.64%
3-Year Return 13.50%
5-Year Return 15.19%
10-Year Return 0.00%
CFO expense ratio is 0.38%.

CFO holdings

Top 10 Holdings (3.34% of Total Assets)

Name Symbol % Assets
E-mini S&P 500 Future Dec 20 ESZ0 0.39%
Verizon Communications Inc VZ 0.36%
Morningstar Inc MORN 0.36%
Costco Wholesale Corp COST 0.34%
BlackRock Liquidity T-Fund Instl TSTXX 0.34%
Dollar General Corp DG 0.32%
Danaher Corp DHR 0.32%
Tyler Technologies Inc TYL 0.31%
Walmart Inc WMT 0.30%
Hormel Foods Corp HRL 0.30%

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IWB description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Russell 1000 Index. Uses a replication strategy to try to track the Index, which includes approximately 80% of the market capitalization of all publicly traded US equity securities.

IWB performance & returns

YTD Return 13.52%
1-Month Return 2.74%
3-Month Return 7.71%
1-Year Return 45.99%
3-Year Return 17.62%
5-Year Return 17.58%
10-Year Return 15.06%
IWB expense ratio is 0.15%.

IWB holdings

Top 10 Holdings (24.66% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.74%
Microsoft Corp MSFT 4.96%
Amazon.com Inc AMZN 4.21%
Facebook Inc A FB 2.06%
Alphabet Inc A GOOGL 1.59%
Alphabet Inc Class C GOOG 1.57%
Berkshire Hathaway Inc Class B BRK.B 1.26%
Johnson & Johnson JNJ 1.18%
Procter & Gamble Co PG 1.09%
Visa Inc Class A V 1.00%

Other relevant IWB comparisons

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You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
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