AESL vs IWM

AAESL

BIWM

Measures won0–2IWM wins · of 6 · 5Y

$10,000 · 5Y$12,637IWM

Lowest cost0.19%IWM · $19 on $10k

Most income1.01%IWM · $101 on $10k

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

Held in common8.8%AESL and IWM

AESL

IWM

Harbor AlphaEdge Small Cap Value ETF · $3MiShares Russell 2000 ETF · $77.4B

[…]3 years · per year[…] · $17,029+19.4%

[…]5 years · per year[…] · $12,637+4.8%

0.40%Expense ratio$40 · $19 on $10k · lower wins0.19%

0.00%12-mo yield$0 · $101 on $10k1.01%

[…]Worst dropSmaller wins−11.1%

[…]VolatilityLower wins18.7%

0–2IWM wins

$10,000 · 5 yearsOne scale

Shared top holdingsAESL · IWM

0.7%UMBF0.3%

0.4%VSAT0.3%

0.3%PTGX0.3%

1.0%ANF0.3%

Held in common8.8%

End-of-day Nov 5, 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%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B
2	AAESL	Harbor AlphaEdge Small Cap Value ETFRead Desk		0.40%	0.00%	0.0%	new	new	new	new	[…]	$3M

End-of-day Nov 5, 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%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B
2	AAESL	Harbor AlphaEdge Small Cap Value ETFRead Desk		0.40%	0.00%	0.0%	new	new	new	new	[…]	$3M

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

Cards for this view

AESL vs IWM

AESL

Harbor AlphaEdge Small Cap Value

[…]

IWM

iShares Russell 2000

$12,637

MeasureAESLIWM

Fee0.40%0.19%

Cost on $10k a year$40$19

Yield0.00%1.01%

5 years, per year[…]+4.8%

3 years, per year[…]+19.4%

Worst drop · 1Y[…]−11.1%

Volatility · 1Y[…]18.7%

2–0measures won
IWM first

8.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AESL, IWM

Today

8.8%most shared, AESL and IWM

AESLIWM

AESL—8.8%

IWM8.8%—

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

Income After Fees on $10,000

$82most kept, IWM

IWM$101 − $19 = $82

AESL$0 − $40 = −$40

KeptFee

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