Compare · 2 funds side by side · dividends reinvested

BKSE and IWM

BKSEBNY Mellon×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,124BKSE · best of the two

02 / 04

BKSE and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

BNY Mellon US Small Cap Core Equity ETFUS Stock Styles · Small cap0.04%1.27%+15.6%+18.0%+21.5%+7.1%−10.0%16.0%$83M1.0

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: BKSE 2020 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

BNY Mellon US Small Cap Core Equity ETF · $83M$14,124

BKSE

IWM

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

$10,000 five years ago, dividends reinvested · they hold 50.4% in common

BKSEMeasureIWM

+15.6%Year to dateJan 1 → Nov 3+14.4%

+18.0%1 yearTotal return+14.8%

+21.5%3 years · per year$10,000 became $17,948 · $17,832+21.3%

+7.1%5 years · per year$10,000 became $14,124 · $13,064+5.5%

0.04%Expense ratio$4 · $19 a year on $10k · lower is better0.19%

1.27%Trailing 12-mo yield$127 · $98 a year on $10k0.98%

−10.0%Worst dropSmaller is better−11.1%

16.0%VolatilityLower is calmer18.1%

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

8–0BKSE wins

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

More Ways to See the Pairs

BKSE vs IWM: Top 5 Holdings

Today

BKSE

2.0%in top 5

IWM

in top 51.9%

BKSEStockIWM

0.5%AVTRnot top 5

not top 5GKOS0.5%

0.4%EATnot top 5

0.4%GTLBnot top 5

0.4%THGnot top 5

0.4%ETSYnot top 5

not top 5BTSG0.4%

not top 5FROG0.3%

not top 5TWST0.3%

not top 5MOG-A0.3%

Held in common50.4%

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

BKSE vs IWM Returns, Every Period

BNY MellonBKSE

+7.1%

5 years, per year

IWMiShares

+5.5%

5 years, per year

BKSEIWMFaded: behind in that period

4–0BKSE wins

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

BKSE vs IWM

YTD

BNY MellonBKSE

+15.6%

IWMiShares

+14.4%

+15.6%Year to date+14.4%

−10.0%Worst drop · 1Y−11.1%

16.0%Volatility · 1Y18.1%

1.3%Yield1.0%

$83.1MAssets$75.8B

4–0BKSE wins

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

Cost, Income and Risk

Fees: BKSE, IWM

Today

0.04%lowest, BKSE

FundExpense ratioFee$10k

BKSE0.04%$4

IWM0.19%$19

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

Yields: BKSE, IWM

1.27%highest, BKSE

FundTrailing yieldYield$10k

BKSE1.27%$127

IWM0.98%$98

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

Income After Fees on $10,000

$123most kept, BKSE

BKSE$127 − $4 = $123

IWM$98 − $19 = $79

KeptFee

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

Overlap: BKSE, IWM

Today

50.4%most shared, BKSE and IWM

BKSEIWM

BKSE—50.4%

IWM50.4%—

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

Return vs Bumpiness: 2 ETFs

+18.0%BKSE, at 16.0% volatility

BKSEWorst drop−10.0%16.0% 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

BKSEIWM

+15.6%Year to date+14.4%

1.3%Yield1.0%

+18.0%Past year+14.8%

0.04%Fee0.19%

4–0BKSE 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