BBSC vs IWM

ABBSC

BIWM

Measures won6–0BBSC wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV · BBSC $14,199

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common64.4%BBSC and IWM

BBSC

IWM

JPMorgan BetaBuilders U.S. Small Cap Equity ETF · $729MiShares Russell 2000 ETF · $75.8B

+22.6%3 years · per year$18,450 · $17,832+21.3%

+6.4%5 years · per year$13,657 · $13,064+5.5%

0.09%Expense ratio$9 · $19 on $10k · lower wins0.19%

1.06%12-mo yield$106 · $98 on $10k0.98%

−10.6%Worst dropSmaller wins−11.1%

17.6%VolatilityLower wins18.1%

6–0BBSC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBBSC · IWM

0.4%BTSG0.4%

0.4%FROG0.3%

0.4%MOG-A0.3%

0.3%VSAT0.3%

Held in common64.4%

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%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	ABBSC	JPMorgan BetaBuilders U.S. Small Cap Equity ETFRead Desk	0.09%	1.06%	+0.3%	+16.9%	+16.0%	+22.6%	+6.4%	−10.6%	$729M
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.98%	+0.2%	+14.4%	+14.8%	+21.3%	+5.5%	−11.1%	$75.8B

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%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	ABBSC	JPMorgan BetaBuilders U.S. Small Cap Equity ETFRead Desk	0.09%	1.06%	+0.3%	+16.9%	+16.0%	+22.6%	+6.4%	−10.6%	$729M
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.98%	+0.2%	+14.4%	+14.8%	+21.3%	+5.5%	−11.1%	$75.8B

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

BBSC vs IWM

BBSC

JPMorgan BetaBuilders U.S. Small Cap Equity

$13,657

IWM

iShares Russell 2000

$13,064

MeasureBBSCIWM

Fee0.09%0.19%

Cost on $10k a year$9$19

Yield1.06%0.98%

5 years, per year+6.4%+5.5%

3 years, per year+22.6%+21.3%

Worst drop · 1Y−10.6%−11.1%

Volatility · 1Y17.6%18.1%

6–0measures won
BBSC first

64.4%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

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 4, 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 4, 2026

Overlap: BBSC, IWM, VTV

Today

64.4%most shared, BBSC and IWM

BBSCIWMVTV

BBSC—64.4%0.0%

IWM64.4%—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

$180most kept, VTV

VTV$183 − $3 = $180

BBSC$106 − $9 = $97

IWM$98 − $19 = $79

KeptFee

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