IWB vs OEF

Both IWB and OEF are ETFs. IWB has a lower 5-year return than OEF (13.54% vs 14.51%). IWB has a lower expense ratio than OEF (0.15% vs 0.2%). Below is the comparison between IWB and OEF.

IWB OEF
Segment Equity: U.S. - Large Cap Equity: U.S. - Large Cap
Issuer BlackRock BlackRock
Net Assets $19.64B $5.83B
Expense Ratio 0.15% 0.20%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.98% 2.03%
Underlying Index Russell 1000 Index S&P 100 Index
YTD Return 10.53% 13.05%
1-Year Return 19.88% 23.27%
3-Year Return 13.09% 14.60%
5-Year Return 13.54% 14.51%
10-Year Return 13.70% 14.00%

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 10.53%
1-Month Return 3.41%
3-Month Return 9.51%
1-Year Return 19.88%
3-Year Return 13.09%
5-Year Return 13.54%
10-Year Return 13.70%
IWB expense ratio is 0.15%.

IWB holdings

Top 10 Holdings (23.97% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 5.28%
Apple Inc AAPL 5.17%
Amazon.com Inc AMZN 4.06%
Facebook Inc A FB 1.89%
Alphabet Inc A GOOGL 1.48%
Alphabet Inc Class C GOOG 1.45%
Johnson & Johnson JNJ 1.29%
Berkshire Hathaway Inc Class B BRK.B 1.21%
Visa Inc Class A V 1.13%
Procter & Gamble Co PG 1.01%

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OEF description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P 100 Index. Uses a replication strategy to try to track the Index. The Index represents approximately 40% of the market capitalization of listed US equities.

OEF performance & returns

YTD Return 13.05%
1-Month Return 3.00%
3-Month Return 8.79%
1-Year Return 23.27%
3-Year Return 14.60%
5-Year Return 14.51%
10-Year Return 14.00%
OEF expense ratio is 0.2%.

OEF holdings

Top 10 Holdings (40.54% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 9.05%
Apple Inc AAPL 8.72%
Amazon.com Inc AMZN 6.78%
Facebook Inc A FB 3.20%
Alphabet Inc A GOOGL 2.50%
Alphabet Inc Class C GOOG 2.43%
Johnson & Johnson JNJ 2.17%
Berkshire Hathaway Inc Class B BRK.B 2.04%
Visa Inc Class A V 1.91%
Procter & Gamble Co PG 1.74%

Other relevant OEF comparisons

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