Compare · 2 funds side by side · dividends reinvested

AFSC and IWM

AFSCAberdeen×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,509IWM · best of the two

02 / 04

AFSC and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$77.4B1.4

abrdn Focused U.S. Small Cap Active ETFUS Stock Styles · Small cap1.09%0.06%+22.3%+25.7%[…][…]−10.3%18.4%$11M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AFSC 1997 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $77.4B$13,509

IWM

AFSC

abrdn Focused U.S. Small Cap Active ETF · $11M[…]

$10,000 five years ago, dividends reinvested · they hold 5.2% in common

IWMMeasureAFSC

+16.2%Year to dateJan 1 → Nov 4+22.3%

+16.9%1 yearTotal return+25.7%

+21.6%3 years · per year$10,000 became $18,002 · […][…]

+6.2%5 years · per year$10,000 became $13,509 · […][…]

0.19%Expense ratio$19 · $109 a year on $10k · lower is better1.09%

0.96%Trailing 12-mo yield$96 · $6 a year on $10k0.06%

−11.1%Worst dropSmaller is better−10.3%

18.2%VolatilityLower is calmer18.4%

IWMAFSC Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWM vs AFSC: Top 5 Holdings

Today

IWM

1.9%in top 5

AFSC

in top 515.7%

IWMStockAFSC

not top 5KNSA3.8%

not top 5AHR3.2%

not top 5QTWO3.0%

not top 5MMSI2.9%

not top 5LGND2.8%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%MOG-Anot top 5

0.3%UMBFnot top 5

0.3%VSATnot top 5

Held in common5.2%

End-of-day Nov 4, 2026 · share of each fund

IWM vs AFSC Returns, Every Period

iSharesIWM

+16.9%

past year

AFSCAberdeen

+25.7%

past year

IWMAFSCFaded: behind in that period

0–2AFSC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IWM vs AFSC

YTD

iSharesIWM

+16.2%

AFSCAberdeen

+22.3%

+16.2%Year to date+22.3%

−11.1%Worst drop · 1Y−10.3%

18.2%Volatility · 1Y18.4%

1.0%Yield0.1%

$77.4BAssets$10.6M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFSC, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

AFSC1.09%$109

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AFSC, IWM

0.96%highest, IWM

FundTrailing yieldYield$10k

IWM0.96%$96

AFSC0.06%$6

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

AFSC$6 − $109 = −$103

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AFSC, IWM

Today

5.2%most shared, AFSC and IWM

AFSCIWM

AFSC—5.2%

IWM5.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.7%AFSC, at 18.4% volatility

IWMWorst drop−11.1%18.2% vol

AFSCWorst drop−10.3%18.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWMAFSC

+16.2%Year to date+22.3%

1.0%Yield0.1%

+16.9%Past year+25.7%

0.19%Fee1.09%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026