Compare · 2 funds side by side · dividends reinvested

BBSC and IWM

BBSCJ.P. Morgan×IWMiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,657BBSC · best of the two

02 / 04

BBSC and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan BetaBuilders U.S. Small Cap Equity ETFUS Stock Styles · Small cap0.09%1.06%+16.9%+16.0%+22.6%+6.4%−10.6%17.6%$729M1.0

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+14.4%+14.8%+21.3%+5.5%−11.1%18.1%$75.8B2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: BBSC 2020 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders U.S. Small Cap Equity ETF · $729M$13,657

BBSC

IWM

iShares Russell 2000 ETF · $75.8B$13,064

$10,000 five years ago, dividends reinvested · they hold 64.4% in common

BBSCMeasureIWM

+16.9%Year to dateJan 1 → Nov 3+14.4%

+16.0%1 yearTotal return+14.8%

+22.6%3 years · per year$10,000 became $18,450 · $17,832+21.3%

+6.4%5 years · per year$10,000 became $13,657 · $13,064+5.5%

0.09%Expense ratio$9 · $19 a year on $10k · lower is better0.19%

1.06%Trailing 12-mo yield$106 · $98 a year on $10k0.98%

−10.6%Worst dropSmaller is better−11.1%

17.6%VolatilityLower is calmer18.1%

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

8–0BBSC wins

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

More Ways to See the Pairs

BBSC vs IWM: Top 5 Holdings

Today

BBSC

2.1%in top 5

IWM

in top 51.9%

BBSCStockIWM

0.5%SMTCnot top 5

not top 5GKOS0.5%

0.4%AHRnot top 5

0.4%MOG-A0.3%

0.4%BTSG0.4%

0.4%EATnot top 5

not top 5FROG0.3%

not top 5TWST0.3%

Held in common64.4%

End-of-day Nov 3, 2026 · share of each fund

BBSC vs IWM Returns, Every Period

J.P. MorganBBSC

+6.4%

5 years, per year

IWMiShares

+5.5%

5 years, per year

BBSCIWMFaded: behind in that period

4–0BBSC wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BBSC vs IWM

YTD

J.P. MorganBBSC

+16.9%

IWMiShares

+14.4%

+16.9%Year to date+14.4%

−10.6%Worst drop · 1Y−11.1%

17.6%Volatility · 1Y18.1%

1.1%Yield1.0%

$729MAssets$75.8B

4–0BBSC wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBSC, IWM

Today

0.09%lowest, BBSC

FundExpense ratioFee$10k

BBSC0.09%$9

IWM0.19%$19

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BBSC, IWM

1.06%highest, BBSC

FundTrailing yieldYield$10k

BBSC1.06%$106

IWM0.98%$98

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$97most kept, BBSC

BBSC$106 − $9 = $97

IWM$98 − $19 = $79

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BBSC, IWM

Today

64.4%most shared, BBSC and IWM

BBSCIWM

BBSC—64.4%

IWM64.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.0%BBSC, at 17.6% volatility

BBSCWorst drop−10.6%17.6% vol

IWMWorst drop−11.1%18.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BBSCIWM

+16.9%Year to date+14.4%

1.1%Yield1.0%

+16.0%Past year+14.8%

0.09%Fee0.19%

4–0BBSC wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026