AVSC vs IWM

AAVSC

BIWM

Measures won3–2AVSC wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · IWM $12,637

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

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

Held in common51.9%AVSC and IWM

AVSC

IWM

Avantis U.S. Small Cap Equity ETF · $3.2BiShares Russell 2000 ETF · $77.4B

+20.3%3 years · per year$17,409 · $17,029+19.4%

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

0.25%Expense ratio$25 · $19 on $10k · lower wins0.19%

1.00%12-mo yield$100 · $101 on $10k1.01%

−8.1%Worst dropSmaller wins−11.1%

16.1%VolatilityLower wins18.7%

3–2AVSC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVSC · IWM

0.3%ANF0.3%

0.3%FTDR0.2%

0.3%ACIW0.2%

0.3%GRAL0.2%

Held in common51.9%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B
3	AAVSC	Avantis U.S. Small Cap Equity ETFRead Desk	0.25%	1.00%	−3.8%	+20.2%	+25.5%	+20.3%	new	−8.1%	$3.2B

End-of-day Nov 5, 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%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B
3	AAVSC	Avantis U.S. Small Cap Equity ETFRead Desk	0.25%	1.00%	−3.8%	+20.2%	+25.5%	+20.3%	new	−8.1%	$3.2B

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

AVSC vs IWM

AVSC

Avantis U.S. Small Cap Equity

[…]

IWM

iShares Russell 2000

$12,637

MeasureAVSCIWM

Fee0.25%0.19%

Cost on $10k a year$25$19

Yield1.00%1.01%

5 years, per year[…]+4.8%

3 years, per year+20.3%+19.4%

Worst drop · 1Y−8.1%−11.1%

Volatility · 1Y16.1%18.7%

3–1measures won
AVSC first

51.9%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

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

Overlap: AVSC, IWM, VTV

Today

51.9%most shared, AVSC and IWM

AVSCIWMVTV

AVSC—51.9%0.0%

IWM51.9%—0.0%

VTV0.0%0.0%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

IWM$101 − $19 = $82

AVSC$100 − $25 = $75

KeptFee

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