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Issuers / Versus
Swap sidesChange issuersiShares made investors more money ($380B). T. Rowe Price had more funds that made money (79%).
Matchups ledof 10 called
iShares leads
4of 10 called1Y · bold = leads · lower fee wins
T. Rowe Price leads
6of 10 calledShare of its funds that made money · 1Y · open one to see every fund
Every dot is one buffered fund, placed at its 1-year return. Right of the dashed line = made money; grey = lost. The ringed dot is the middle fund. Small sample: fewer than 3 funds on a side.
| Box score · Buffered | iShares | T. Rowe Price |
|---|---|---|
| Funds in the category | 8 | 1 |
| Made money (W–L) | 8–0 | 1–0 |
| Win % | 100% | 100% |
| Money made | $50M | $2M |
| Typical return | +10.5% | +7.0% |
| Launches · 2026 | 0 | 0 |
| Assets | $708M | $38M |
| Fee per $100 | $0.53 | $0.73 |
The biggest buffered funds on each side
| Fund | Name | Assets ▼ | 1Y |
|---|---|---|---|
| MAXJ | iShares Trust - iShares Large Cap Max Buffer Jun ETF | $163M | +5.8% |
| DMAX | iShares Large Cap Max Buffer Dec ETF | $128M | +6.1% |
| SMAX | iShares Large Cap Max Buffer Sep ETF | $125M | +6.8% |
| MMAX | iShares Large Cap Max Buffer Mar ETF | $74M | +6.6% |
| TEND | iShares Trust - iShares Large Cap 10% Target Buffer Dec ETF | $67M | +10.5% |
| STEN | iShares Trust - iShares Large Cap 10% Target Buffer Sep ETF | $57M | +11.6% |
| Fund | Name | Assets ▼ | 1Y |
|---|---|---|---|
| THEQ | T. Rowe Price Hedged Equity ETF | $38M | +7.0% |
Pairs that hold the same market · fee per $100 a year · returns within 0.1 points tie
| iShares | Fee | 1Y | 5Y / yr | Market · fee · 1Y · 5Y | 5Y / yr | 1Y | Fee | T. Rowe Price |
|---|---|---|---|---|---|---|---|---|
| US stocks | ||||||||
| IJH | $0.05 | +16.1% | +7.2% | Mid caps | — | — | $0.47 | TMID |
| IWF | $0.18 | −3.6% | +10.3% | Large growth | +7.5% | −4.8% | $0.57 | TCHP |
| IJR | $0.06 | +21.9% | +6.0% | Small caps | — | — | $0.59 | TSEE |
| IWD | $0.18 | +29.2% | +11.5% | Large value | — | +28.8% | $0.33 | TVAL |
| International | ||||||||
| IEMG | $0.09 | +11.5% | +6.1% | Emerging markets | — | — | $0.40 | TEMR |
| Bonds & cash | ||||||||
| EMB | $0.39 | −0.3% | +1.4% | EM bonds | — | — | $0.45 | TDEM |
| FLOT | $0.15 | +3.9% | +4.4% | Floating-rate bonds | — | +3.3% | $0.61 | TFLR |
| Sectors | ||||||||
| IYW | $0.37 | +13.9% | +17.3% | US tech | — | +9.5% | $0.63 | TTEQ |
| IBB | $0.44 | +36.2% | +6.2% | Biotech | — | — | $0.55 | TDNA |
| IYH | $0.37 | +29.2% | +7.6% | Health care | — | +20.3% | $0.44 | TMED |
| IYF | $0.37 | +10.7% | +9.9% | Financials | — | +14.3% | $0.44 | TFNS |
| Income | ||||||||
| DGRO | $0.08 | +21.5% | +11.4% | Dividend growers | +9.8% | +16.1% | $0.50 | TDVG |
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged.Not advice