Compare · 2 funds side by side · dividends reinvested

RESM and IWM

RESMColumbia Threadneedle×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 / 03

RESM 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%$75.8B1.1

Columbia Research Enhanced Small Cap ETFUS Stock Styles · Small cap0.32%0.08%+19.7%[…][…][…][…][…]$6M1.7

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: RESM 2025 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

Columbia Research Enhanced Small Cap ETF · $6M[…]

RESM

IWM

iShares Russell 2000 ETF · $75.8B$13,509

$10,000 five years ago, dividends reinvested · they hold 69.1% in common

RESMMeasureIWM

+19.7%Year to dateJan 1 → Nov 4+16.2%

[…]1 yearTotal return+16.9%

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

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

0.32%Expense ratio$32 · $19 a year on $10k · lower is better0.19%

0.08%Trailing 12-mo yield$8 · $96 a year on $10k0.96%

[…]Worst dropSmaller is better−11.1%

[…]VolatilityLower is calmer18.2%

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

1–2IWM wins

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

More Ways to See the Pairs

RESM vs IWM: Top 5 Holdings

Today

RESM

2.7%in top 5

IWM

in top 51.9%

RESMStockIWM

0.6%GKOS0.5%

0.5%VSAT0.3%

0.5%BTSG0.4%

0.5%FROGnot top 5

0.5%UMBF0.3%

not top 5MOG-A0.3%

Held in common69.1%

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

RESM vs IWM Returns, Every Period

Columbia ThreadneedleRESM

[…]

past year

IWMiShares

+16.9%

past year

RESMIWMFaded: behind in that period

1–0RESM wins

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

RESM vs IWM

YTD

Columbia ThreadneedleRESM

+19.7%

IWMiShares

+16.2%

+19.7%Year to date+16.2%

[…]Worst drop · 1Y−11.1%

[…]Volatility · 1Y18.2%

0.1%Yield1.0%

$5.9MAssets$75.8B

1–1level

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

Cost, Income and Risk

Fees: RESM, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

RESM0.32%$32

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

Yields: RESM, IWM

0.96%highest, IWM

FundTrailing yieldYield$10k

IWM0.96%$96

RESM0.08%$8

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

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

RESM$8 − $32 = −$24

KeptFee

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

Overlap: RESM, IWM

Today

69.1%most shared, RESM and IWM

RESMIWM

RESM—69.1%

IWM69.1%—

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

Return vs Bumpiness: 2 ETFs

+16.9%IWM, at 18.2% volatility

IWMWorst drop−11.1%18.2% vol

RESMWorst drop[…][…]

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

Paid More vs Made More

YTD

IWMRESM

+16.2%Year to date+19.7%

1.0%Yield0.1%

+16.9%Past year[…]

0.19%Fee0.32%

2–1IWM wins

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%

$75.8BAssets$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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026