AESB vs IWM

AAESB

BIWM

Measures won0–2IWM wins · of 6 · 5Y

$10,000 · 5Y$13,064IWM

Lowest cost0.19%IWM · $19 on $10k

Most income0.98%IWM · $98 on $10k

Smallest drop−11.1%IWM · worst fall in 1Y

Held in common14.9%AESB and IWM

AESB

IWM

Harbor AlphaEdge Small Cap Core ETF · $2MiShares Russell 2000 ETF · $75.8B

[…]3 years · per year[…] · $17,832+21.3%

[…]5 years · per year[…] · $13,064+5.5%

0.38%Expense ratio$38 · $19 on $10k · lower wins0.19%

0.00%12-mo yield$0 · $98 on $10k0.98%

[…]Worst dropSmaller wins−11.1%

[…]VolatilityLower wins18.1%

0–2IWM wins

$10,000 · 5 yearsOne scale

Shared top holdingsAESB · IWM

0.8%TWST0.3%

0.6%EAT0.3%

1.2%PTGX0.3%

0.6%KRYS0.3%

Held in common14.9%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.98%	+0.2%	+14.4%	+14.8%	+21.3%	+5.5%	−11.1%	$75.8B
2	AAESB	Harbor AlphaEdge Small Cap Core ETFRead Desk		0.38%	0.00%	0.0%	new	new	new	new	[…]	$2M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.98%	+0.2%	+14.4%	+14.8%	+21.3%	+5.5%	−11.1%	$75.8B
2	AAESB	Harbor AlphaEdge Small Cap Core ETFRead Desk		0.38%	0.00%	0.0%	new	new	new	new	[…]	$2M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AESB vs IWM

AESB

Harbor AlphaEdge Small Cap Core

[…]

IWM

iShares Russell 2000

$13,064

MeasureAESBIWM

Fee0.38%0.19%

Cost on $10k a year$38$19

Yield0.00%0.98%

5 years, per year[…]+5.5%

3 years, per year[…]+21.3%

Worst drop · 1Y[…]−11.1%

Volatility · 1Y[…]18.1%

2–0measures won
IWM first

14.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: AESB, IWM

Today

14.9%most shared, AESB and IWM

AESBIWM

AESB—14.9%

IWM14.9%—

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

Income After Fees on $10,000

$79most kept, IWM

IWM$98 − $19 = $79

AESB$0 − $38 = −$38

KeptFee

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