Compare · 2 funds side by side · dividends reinvested

MMSC and IWM

MMSCFirst Trust×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,064IWM · best of the two

02 / 04

MMSC and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+14.4%+14.8%+21.3%+5.5%−11.1%18.1%$75.8B1.1

First Trust Multi-Manager Small Cap Opportunities ETFUS Stock Styles · Small cap0.95%0.00%+10.5%+8.6%+23.2%+4.8%−14.3%24.0%$51M1.9

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: MMSC 2021 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IWM

MMSC

First Trust Multi-Manager Small Cap Opportunities ETF · $51M$12,619

$10,000 five years ago, dividends reinvested · they hold 16.9% in common

IWMMeasureMMSC

+14.4%Year to dateJan 1 → Nov 3+10.5%

+14.8%1 yearTotal return+8.6%

+21.3%3 years · per year$10,000 became $17,832 · $18,693+23.2%

+5.5%5 years · per year$10,000 became $13,064 · $12,619+4.8%

0.19%Expense ratio$19 · $95 a year on $10k · lower is better0.95%

0.98%Trailing 12-mo yield$98 · $0 a year on $10k0.00%

−11.1%Worst dropSmaller is better−14.3%

18.1%VolatilityLower is calmer24.0%

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

7–1IWM wins

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

More Ways to See the Pairs

IWM vs MMSC: Top 5 Holdings

Today

IWM

1.9%in top 5

MMSC

in top 57.5%

IWMStockMMSC

not top 5XMTR1.7%

0.3%FROG1.6%

not top 5ZETA1.5%

not top 5GH1.4%

not top 5VRNS1.3%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%TWSTnot top 5

0.3%MOG-Anot top 5

Held in common16.9%

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

IWM vs MMSC Returns, Every Period

iSharesIWM

+5.5%

5 years, per year

MMSCFirst Trust

+4.8%

5 years, per year

IWMMMSCFaded: behind in that period

3–1IWM wins

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

IWM vs MMSC

YTD

iSharesIWM

+14.4%

MMSCFirst Trust

+10.5%

+14.4%Year to date+10.5%

−11.1%Worst drop · 1Y−14.3%

18.1%Volatility · 1Y24.0%

1.0%Yield0.0%

$75.8BAssets$51.0M

4–0IWM wins

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

Cost, Income and Risk

Fees: MMSC, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

MMSC0.95%$95

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

Yields: MMSC, IWM

0.98%highest, IWM

FundTrailing yieldYield$10k

IWM0.98%$98

MMSC0.00%$0

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

Income After Fees on $10,000

$79most kept, IWM

IWM$98 − $19 = $79

MMSC$0 − $95 = −$95

KeptFee

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

Overlap: MMSC, IWM

Today

16.9%most shared, MMSC and IWM

MMSCIWM

MMSC—16.9%

IWM16.9%—

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

Return vs Bumpiness: 2 ETFs

+14.8%IWM, at 18.1% volatility

IWMWorst drop−11.1%18.1% vol

MMSCWorst drop−14.3%24.0% vol

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

Paid More vs Made More

YTD

IWMMMSC

+14.4%Year to date+10.5%

1.0%Yield0.0%

+14.8%Past year+8.6%

0.19%Fee0.95%

4–0IWM 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