SGLCvsIWBETF Comparison
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SGI U.S. Large Cap Core ETF (SGLC) and iShares Russell 1000 ETF (IWB) belong to the same industry segment: US Large Cap. SGLC's top 3 sector exposures are Technology, Finance and Consumer Non-Cyclicals. In contrast, IWB's top sector exposures are Technology, Finance and Healthcare. SGLC is more expensive with a Total Expense Ratio (TER) of 0.85%, versus 0.15% for IWB. SGLC is up 16.8% year-to-date (YTD) with +$95M in YTD flows. IWB performs worse with 13.04% YTD performance, and -$3.13B in YTD flows. Run a side-by-side ETF comparison of SGLC and IWB below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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SGLC vs IWB performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 11/04/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SGLC IWB | -2.85%-0.91% | -1.65%-0.45% | +16.80%+13.04% | +20.96%+14.53% | +77.89%+81.53% | n/a+69.79% |
| Flows | SGLC IWB | +$17M-$310M | +$28M-$1.07B | +$95M-$3.13B | +$100M-$1.55B | +$73M-$3.19B | --$2.37B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SGLC IWB | +11.40%+10.40% | +14.35%+12.97% | +15.65%+15.10% | n/a+17.32% |
| Max drawdown | SGLC IWB | -5.42%-3.37% | -10.17%-8.86% | -19.49%-19.16% | n/a-25.17% |
| Max drawdown duration | SGLC IWB | 29d29d | 74d76d | 174d126d | n/a709d |
Trading data
SGLC | IWB | |
Last sale 11/5/2026 at 8:50 PM | $42.57 | $401.02 |
| Previous close 11/04/2026 | $44.85 | $419.20 |
| Consolidated volume 11/04/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of October 30, 2026
1-year trailing difference
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SGLC
is actively managed and doesn’t replicate an indexSGLC | IWB | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 11/5/2026 at 8:50 PM
Live
Closed
SGLC | IWB | |
|---|---|---|
| Last price | $42.57 | $401.02 |
| 1D performance | -5.08% | -4.34% |
| AuM | $235.52 M | $48.49 B |
| E/R | 0.85% | 0.15% |
Characteristics
SGLC | IWB | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Summit Global Investments | iShares |
| Benchmark | - | Russell 1000 Index |
| N° of holdings | 138 | 1012 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 31, 2023 | May 15, 2000 |
| ESG | No | No |
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Exposure
Countries
SGLC
USA
99.15%
Other
0.85%
IWB
USA
97.62%
Other
2.38%
Sectors
SGLC
Technology
46.23%
Finance
16.73%
Consumer Non-Cycl.
9.14%
Healthcare
7.88%
Other
20.01%
IWB
Technology
45.32%
Finance
13.38%
Healthcare
9.34%
Consumer Non-Cycl.
8.32%
Industrials
7.85%
Other
15.79%
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Diversification
SGLC
Total weight of top 15 holdings out of 15
47.13%
IWB
Total weight of top 15 holdings out of 15
42.41%
Top 15 holdings
Data as of September 30, 2026
SGLC
NVIDIA Corp.
8.48%
Apple, Inc.
6.77%
Microsoft Corp.
5.89%
Amazon.com, Inc.
4.29%
Alphabet, Inc.
3.34%
Alphabet, Inc.
2.71%
Broadcom Inc.
2.48%
Micron Technology, Inc.
2.35%
Meta Platforms, Inc.
2.24%
JPMorgan Chase & Co.
1.75%
Berkshire Hathaway, Inc.
1.54%
Eli Lilly & Co.
1.53%
The Bank of New York Mellon Corp.
1.28%
US9229083632
1.24%
ExxonMobil Holdings Corp.
1.22%
IWB
NVIDIA Corp.
7.57%
Apple, Inc.
6.84%
Microsoft Corp.
5.41%
Amazon.com, Inc.
3.43%
Alphabet, Inc.
2.85%
Broadcom Inc.
2.32%
Alphabet, Inc.
2.30%
Meta Platforms, Inc.
2.26%
Micron Technology, Inc.
1.71%
Tesla, Inc.
1.47%
Advanced Micro Devices, Inc.
1.41%
Berkshire Hathaway, Inc.
1.32%
Eli Lilly & Co.
1.31%
JPMorgan Chase & Co.
1.26%
ExxonMobil Holdings Corp.
0.95%
Frequently asked questions about SGLC and IWB
How have the SGLC and IWB ETFs performed in 2026?
As of November 4, 2026, SGLC is up 16.8% year-to-date (YTD), while IWB has returned 13.04%. That puts SGLC better performer ahead so far this year.
Which ETF is attracting more investor money: SGLC or IWB?
Year-to-date, the SGLC ETF saw +$95M in flows, compared to -$3.13B for IWB.
Which ETF is more volatile: SGLC or IWB?
Over the past year, SGLC had a volatility of 14.35%, while IWB experienced 12.97%.
Which ETF is bigger: SGLC or IWB?
As of November 4, 2026, SGLC holds $235.52 M in assets under management (AUM), while IWB manages $48.49 B.
What sectors do the SGLC and IWB ETFs invest in?
SGLC leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, IWB focuses on Technology, Finance and Healthcare.
What are the top holdings of the SGLC ETF and IWB ETF?
SGLC top holdings include NVIDIA Corp., Apple, Inc. and Microsoft Corp.. IWB holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: SGLC or IWB?
SGLC holds 503 securities with 47.13% of its assets in the top 15. IWB has 1023 securities and a top 15 weight of 42.41%.
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