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TOTvsIWBETF Comparison
LionShares U.S. Equity Total Return ETF (TOT) and iShares Russell 1000 ETF (IWB) belong to the same industry segment: US Large Cap. TOT's top 3 sector exposures are Information Technology, Financials and Consumer Discretionary. In contrast, IWB's top sector exposures are Information Technology, Financials and Communication Services. TOT is more expensive with a Total Expense Ratio (TER) of 0.25%, versus 0.15% for IWB. TOT is down -0.68% year-to-date (YTD) with +$2M in YTD flows. IWB performs worse with -0.78% YTD performance, and -$446M in YTD flows. Run a side-by-side ETF comparison of TOT 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.
TOT vs IWB performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | TOT IWB | -2.43%-2.34% | -1.77%-1.67% | -0.68%-0.78% | n/a+22.74% | n/a+81.35% | n/a+76.97% |
| Flows | TOT IWB | +$421K-$214M | +$1M+$192M | +$2M-$446M | -+$838M | --$1.08B | -+$78M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | TOT IWB | +11.71%+11.93% | n/a+18.42% | n/a+15.00% | n/a+17.12% |
| Max drawdown | TOT IWB | -3.49%-3.31% | n/a-13.95% | n/a-19.16% | n/a-25.17% |
| Max drawdown duration | TOT IWB | 43d43d | n/a45d | n/a126d | n/a709d |
TOT | IWB | |
Last sale 3/12/2026 at 1:30 PM | $364.59 | |
| Previous close 03/11/2026 | $370.42 | |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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TOT | IWB | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
TOT | IWB | |
|---|---|---|
| Last price | – | $364.59 |
| 1D performance | – | -1.57% |
| AuM | $7.68 M | $45.47 B |
| E/R | 0.25% | 0.15% |
TOT | IWB | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | LionShares | iShares |
| Benchmark | - | Russell 1000 Index |
| N° of holdings | 2188 | 914 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 3, 2025 | May 15, 2000 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the TOT and IWB ETFs performed in 2026?
As of March 11, 2026, TOT is down -0.68% year-to-date (YTD), while IWB has lost -0.78%. That puts TOT better performer ahead so far this year.
Which ETF is attracting more investor money: TOT or IWB?
Year-to-date, the TOT ETF saw +$2M in flows, compared to -$446M for IWB.
Which ETF is bigger: TOT or IWB?
As of March 11, 2026, TOT holds $7.68 M in assets under management (AUM), while IWB manages $45.47 B.
What sectors do the TOT and IWB ETFs invest in?
TOT leans toward sectors like Information Technology, Financials and Consumer Discretionary. Meanwhile, IWB focuses on Information Technology, Financials and Communication Services.
What are the top holdings of the TOT ETF and IWB ETF?
TOT top holdings include NVIDIA, APPLE and MICROSOFT-T. IWB holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: TOT or IWB?
TOT holds 2481 securities with 38.75% of its assets in the top 15. IWB has 1008 securities and a top 15 weight of 40.55%.
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