Skip to content
Beacon
Screener

XOEF vs IWB

iShares S&P 500 ex S&P 100 ETF vs iShares Russell 1000 ETF

XOEF

iShares S&P 500 ex S&P 100 ETF

iShares

Annual cost

0.20%

Fund size

$20M

IWB

iShares Russell 1000 ETF

iShares

Annual cost

0.15%

Fund size

$46.2B

Key differences

  • IWB costs 0.05% less per year.
  • IWB is significantly larger than XOEF — larger funds tend to be more liquid and less likely to close.
  • IWB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XOEFIWB
Annual cost (TER)0.20%0.15%
Fund size (AUM)$20M$46.2B
Since20252000
Dividend yield0.96%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+28.3%
CAGR 3YN/A+22.8%
CAGR 5YN/A+13.1%
Sharpe 3YN/A1.21
Volatility 1Y12.07%
Max drawdown-7.66%-34.60%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to XOEF and IWB