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Data as of Nov 4, 2026.

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IWB vs XLSR: Differences, Returns & Fees

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Over the year to Nov 4, 2026, IWB returned +14.5% to XLSR's +9.5%; 21% of their weight is in the same names.

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Net assets: $48.5bn on Nov 4, 2026 for iShares Russell 1000 ETF, and $1.1bn on Nov 3, 2026 for State Street US Sector Rotation ETF.

IWB on its own →XLSR on its own →
At a glance
+14.5%
IWB total return, 1 year
+9.5%
XLSR total return, 1 year
0.15%
IWB expense ratio
0.70%
XLSR expense ratio

Pair scorecard

IWB costs 0.55 points a year less; their one-year returns differ by 5.0 points; IWB is far larger, $47.8bn against $1.1bn.

IWB vs XLSR: Differences, Returns & Fees
MeasureIWBXLSR
Return
Total return, 1 year+14.5%+9.5%
Benchmark
What it tracksRussell 1000 IndexNo index, actively managed
Cost and size
Expense ratio0.15%0.70%
Net assets, as of Nov 3, 2026$47.8bn$1.1bn
Holdings
Holdings in common21%
Top ten holdings, share of the fund34.5%90.9%

Method

What they share

21%

By the books each fund has filed, IWB and XLSR hold 21% of their money in the same securities at the same weight. Holdings dated Nov 3, 2026.

0 half 100%

half

21% in common

Positions both hold · largest shared weight first IWB XLSR
NVIDIA 6.91% 3.84%
APPLE 6.88% 3.71%
MICROSOFT 5.55% 2.79%
ALPHABET CLASS A 2.34% 3.62%
META PLATFORMS CLASS A 1.96% 2.37%
ALPHABET CLASS C 1.90% 2.85%
AMAZON.COM INC 3.49% 1.81%
BROADCOM INC 2.21% 1.17%
MICRON TECHNOLOGY 1.38% 0.45%
NETFLIX 0.38% 0.30%
TESLA INC 1.67% 0.20%
VERIZON COMMUNICATIONS INC 0.27% 0.12%
Only in one fund ↓
Only in IWB
ELI LILLY 1.61%
BERKSHIRE HATHAWAY INC CLASS B 1.49%
JPMORGAN CHASE & CO 1.30%
EXXONMOBIL HOLDINGS CORP 1.05%
VISA CLASS A 1.02%
JOHNSON & JOHNSON 0.92%
WALMART 0.79%
MASTERCARD CLASS A 0.75%
Only in XLSR
STATE STREET TECHNOLOGY SELECT 26.80%
STATE STREET HEALTH CARE SELEC 24.28%
STATE STREET FINANCIAL SELECT 11.54%
STATE STREET CONSUMER DISCRETI 6.50%
STATE STREET COMMUNICATION SER 4.97%
STATE STREET INDUSTRIAL SELECT 1.38%
STATE STREET ENERGY SELECT SEC 1.16%
Check overlap with more funds →

Side by side

IWB iShares Russell 1000 ETF XLSR State Street US Sector Rotation ETF
Where it sits Stock ETF Stock ETF
Issuer iShares State Street
What it is Tracks the Russell 1000 Actively managed
Total return, 1 year +14.5% +9.5%
Its benchmark over the same days +14.6% (VONE) +14.8% (VOO)
Gap to its benchmark −0.1 pts vs VONE −5.3 pts vs VOO
Expense ratio 0.15% 0.70%
Already in the S&P 500 91.7% 34.4%
Holdings 1024 21
Net assets, IWB as of Nov 4, 2026 and XLSR as of Nov 3, 2026 $48.5bn $1.1bn

IWB and XLSR on the fields both publish, as of Nov 4, 2026. Source: ETFIQ.

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About each fund
IWB

IWB tracks the Russell 1000. Over the year to Nov 4, 2026 it returned +14.5% with distributions reinvested, against +14.6% for its benchmark, the Russell 1000 Index. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Nov 3, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1,024 positions, with the top ten at 34.5%.

XLSR

XLSR is actively managed and tracks no index. Over the year to Nov 4, 2026 it returned +9.5% with distributions reinvested, against +14.8% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.70% a year. By its holdings published by its issuer for Nov 3, 2026, 34% of the fund by weight is stocks the S&P 500 also holds, across 21 positions, with the top ten at 90.9%.

Questions people ask

Which returned more over the last year, IWB or XLSR?
In the year to Nov 4, 2026, with distributions reinvested, IWB returned +14.5% and XLSR +9.5%.
Which is cheaper, IWB or XLSR?
IWB is cheaper, by 0.55 percentage points a year. That is about $55 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IWB and XLSR overlap with the S&P 500?
By their latest filed holdings, 92% of IWB and 34% of XLSR by weight is stocks the S&P 500 already holds.
Other comparisons
IWB vs VOTEIWB vs MODLIWB vs QLCDSPY vs IWBQUAL vs XLSRSCHB vs XLSRSCHX vs XLSRRDVY vs XLSR
Where to next
IWB on its own →XLSR on its own →Hold both: look the portfolio through →Rankings →IWB dividend history →IWB holdings →XLSR dividend history →XLSR holdings →Standards and sources →
Sources and dates
IWB filings on SEC EDGAR ↗
IWB prospectus with the expense ratio (SEC) ↗
iShares page for IWB ↗
XLSR filings on SEC EDGAR ↗
XLSR prospectus with the expense ratio (SEC) ↗
State Street website ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, IWB against XLSR, data as of Nov 4, 2026. https://etfiq.com/compare/any/iwb-vs-xlsr

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.