Loading…
Issuers / Versus
Swap sidesChange issuersiShares made investors more money ($380B). T. Rowe Price had more funds that made money (79%).
Matchups ledof 10 called
T. Rowe Price leads
6of 10 called1Y · bold = leads · lower fee wins
iShares leads
4of 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 | T. Rowe Price | iShares |
|---|---|---|
| Funds in the category | 1 | 8 |
| Made money (W–L) | 1–0 | 8–0 |
| Win % | 100% | 100% |
| Money made | $2M | $50M |
| Typical return | +7.0% | +10.5% |
| Launches · 2026 | 0 | 0 |
| Assets | $38M | $708M |
| Fee per $100 | $0.73 | $0.53 |
The biggest buffered funds on each side
| Fund | Name | Assets ▼ | 1Y |
|---|---|---|---|
| THEQ | T. Rowe Price Hedged Equity ETF | $38M | +7.0% |
| 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% |
Pairs that hold the same market · fee per $100 a year · returns within 0.1 points tie
| T. Rowe Price | Fee | 1Y | 5Y / yr | Market · fee · 1Y · 5Y | 5Y / yr | 1Y | Fee | iShares |
|---|---|---|---|---|---|---|---|---|
| US stocks | ||||||||
| TMID | $0.47 | — | — | Mid caps | +7.2% | +16.1% | $0.05 | IJH |
| TCHP | $0.57 | −4.8% | +7.5% | Large growth | +10.3% | −3.6% | $0.18 | IWF |
| TSEE | $0.59 | — | — | Small caps | +6.0% | +21.9% | $0.06 | IJR |
| TVAL | $0.33 | +28.8% | — | Large value | +11.5% | +29.2% | $0.18 | IWD |
| International | ||||||||
| TEMR | $0.40 | — | — | Emerging markets | +6.1% | +11.5% | $0.09 | IEMG |
| Bonds & cash | ||||||||
| TDEM | $0.45 | — | — | EM bonds | +1.4% | −0.3% | $0.39 | EMB |
| TFLR | $0.61 | +3.3% | — | Floating-rate bonds | +4.4% | +3.9% | $0.15 | FLOT |
| Sectors | ||||||||
| TTEQ | $0.63 | +9.5% | — | US tech | +17.3% | +13.9% | $0.37 | IYW |
| TDNA | $0.55 | — | — | Biotech | +6.2% | +36.2% | $0.44 | IBB |
| TMED | $0.44 | +20.3% | — | Health care | +7.6% | +29.2% | $0.37 | IYH |
| TFNS | $0.44 | +14.3% | — | Financials | +9.9% | +10.7% | $0.37 | IYF |
| Income | ||||||||
| TDVG | $0.50 | +16.1% | +9.8% | Dividend growers | +11.4% | +21.5% | $0.08 | DGRO |
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