AFSC vs IWM

AAFSC

BIWM

Measures won0–4IWM wins · of 6 · 5Y

$10,000 · 5Y$13,590VO · IWM $12,766

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common5.0%AFSC and IWM

AFSC

IWM

abrdn Focused U.S. Small Cap Active ETF · $9MiShares Russell 2000 ETF · $76.6B

[…]3 years · per year[…] · $17,100+19.6%

[…]5 years · per year[…] · $12,766+5.0%

1.09%Expense ratio$109 · $19 on $10k · lower wins0.19%

0.07%12-mo yield$7 · $100 on $10k1.00%

−11.4%Worst dropSmaller wins−11.1%

18.9%VolatilityLower wins18.7%

0–4IWM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFSC · IWM

2.3%EAT0.3%

1.3%FROG0.3%

2.2%CWST0.2%

2.5%LGND0.2%

Held in common5.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B
3	AAFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk	1.09%	0.07%	0.0%	+16.6%	+19.7%	new	new	−11.4%	$9M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B
3	AAFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk	1.09%	0.07%	0.0%	+16.6%	+19.7%	new	new	−11.4%	$9M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AFSC vs IWM

AFSC

abrdn Focused U.S. Small Cap Active

[…]

IWM

iShares Russell 2000

$12,766

MeasureAFSCIWM

Fee1.09%0.19%

Cost on $10k a year$109$19

Yield0.07%1.00%

5 years, per year[…]+5.0%

3 years, per year[…]+19.6%

Worst drop · 1Y−11.4%−11.1%

Volatility · 1Y18.9%18.7%

4–0measures won
IWM first

5.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: AFSC, IWM, VO

Today

5.0%most shared, AFSC and IWM

AFSCIWMVO

AFSC—5.0%0.0%

IWM5.0%—0.0%

VO0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IWM$100 − $19 = $81

AFSC$7 − $109 = −$102

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee