Compare · 3 funds side by side · dividends reinvested

BBSC, IWM and VTV

BBSCJ.P. Morgan×IWMiShares×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,626VTV · best of the three

02 / 04

BBSC, IWM and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.0

JPMorgan BetaBuilders U.S. Small Cap Equity ETFUS Stock Styles · Small cap0.09%1.09%+13.6%+15.1%+20.9%+5.8%−10.6%18.2%$741M2.0

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$75.4B3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: BBSC 2020 · IWM 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders U.S. Small Cap Equity ETF · $741M$13,283

BBSC

IWM

iShares Russell 2000 ETF · $75.4B$12,637

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

BBSCMeasureIWM

+13.6%Year to dateJan 1 → Nov 5+10.8%

+15.1%1 yearTotal return+13.5%

+20.9%3 years · per year$10,000 became $17,653 · $17,029+19.4%

+5.8%5 years · per year$10,000 became $13,283 · $12,637+4.8%

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

1.09%Trailing 12-mo yield$109 · $101 a year on $10k1.01%

−10.6%Worst dropSmaller is better−11.1%

18.2%VolatilityLower is calmer18.7%

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

8–0BBSC wins

End-of-day Nov 5, 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 51.8%

BBSCStockIWM

0.5%SMTCnot top 5

not top 5GKOS0.5%

0.4%BTSG0.4%

0.4%AHRnot top 5

0.4%MOG-Anot top 5

0.4%FROGnot top 5

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5TWST0.3%

Held in common64.4%

End-of-day Nov 5, 2026 · share of each fund

BBSC vs IWM Returns, Every Period

J.P. MorganBBSC

+5.8%

5 years, per year

IWMiShares

+4.8%

5 years, per year

BBSCIWMFaded: behind in that period

4–0BBSC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

BBSC vs VTV

YTD

J.P. MorganBBSC

+13.6%

VTVVanguard

+19.0%

+13.6%Year to date+19.0%

−10.6%Worst drop · 1Y−6.4%

18.2%Volatility · 1Y10.7%

1.1%Yield1.9%

$741MAssets$184B

4–0VTV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBSC, IWM, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

BBSC0.09%$9

IWM0.19%$19

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BBSC, IWM, VTV

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

BBSC1.09%$109

IWM1.01%$101

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

BBSC$109 − $9 = $100

IWM$101 − $19 = $82

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BBSC, IWM, VTV

Today

64.4%most shared, BBSC and IWM

BBSCIWMVTV

BBSC—64.4%0.0%

IWM64.4%—0.0%

VTV0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

BBSCWorst drop−10.6%18.2% vol

IWMWorst drop−11.1%18.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VTVBBSC

+19.0%Year to date+13.6%

1.9%Yield1.1%

+24.0%Past year+15.1%

0.03%Fee0.09%

4–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026