AFSC vs IWM

AAFSC

BIWM

Measures won1–3IWM wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · IWM $13,509

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common5.2%AFSC and IWM

AFSC

IWM

abrdn Focused U.S. Small Cap Active ETF · $11MiShares Russell 2000 ETF · $77.4B

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

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

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

0.06%12-mo yield$6 · $96 on $10k0.96%

−10.3%Worst dropSmaller wins−11.1%

18.4%VolatilityLower wins18.2%

1–3IWM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFSC · IWM

1.4%FROG0.3%

2.0%EAT0.3%

2.8%LGND0.2%

2.1%SNEX0.2%

Held in common5.2%

End-of-day Nov 4, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B
3	AAFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk	1.09%	0.06%	+1.1%	+22.3%	+25.7%	new	new	−10.3%	$11M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B
3	AAFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk	1.09%	0.06%	+1.1%	+22.3%	+25.7%	new	new	−10.3%	$11M

End-of-day Nov 4, 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

$13,509

MeasureAFSCIWM

Fee1.09%0.19%

Cost on $10k a year$109$19

Yield0.06%0.96%

5 years, per year[…]+6.2%

3 years, per year[…]+21.6%

Worst drop · 1Y−10.3%−11.1%

Volatility · 1Y18.4%18.2%

3–1measures won
IWM first

5.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: AFSC, IWM, VTV

Today

5.2%most shared, AFSC and IWM

AFSCIWMVTV

AFSC—5.2%0.0%

IWM5.2%—0.0%

VTV0.0%0.0%—

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

IWM$96 − $19 = $77

AFSC$6 − $109 = −$103

KeptFee

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