BKSE vs IWM

ABKSE

BIWM

Measures won6–0BKSE wins · of 6 · 5Y

$10,000 · 5Y$13,935BKSE · IWM $12,637

Lowest cost0.04%BKSE · $4 on $10k

Most income1.29%BKSE · $129 on $10k

Smallest drop−10.0%BKSE · worst fall in 1Y

Held in common49.8%BKSE and IWM

BKSE

IWM

BNY Mellon US Small Cap Core Equity ETF · $85MiShares Russell 2000 ETF · $77.4B

+20.1%3 years · per year$17,342 · $17,029+19.4%

+6.9%5 years · per year$13,935 · $12,637+4.8%

0.04%Expense ratio$4 · $19 on $10k · lower wins0.19%

1.29%12-mo yield$129 · $101 on $10k1.01%

−10.0%Worst dropSmaller wins−11.1%

16.3%VolatilityLower wins18.7%

6–0BKSE wins

$10,000 · 5 yearsOne scale

Shared top holdingsBKSE · IWM

0.3%VSXY0.3%

0.3%ANF0.3%

0.3%QLYS0.3%

0.3%MAC0.2%

Held in common49.8%

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	ABKSE	BNY Mellon US Small Cap Core Equity ETFRead Desk		0.04%	1.29%	−3.2%	+13.8%	+18.3%	+20.1%	+6.9%	−10.0%	$85M
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

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	ABKSE	BNY Mellon US Small Cap Core Equity ETFRead Desk		0.04%	1.29%	−3.2%	+13.8%	+18.3%	+20.1%	+6.9%	−10.0%	$85M
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

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

BKSE vs IWM

BKSE

BNY Mellon US Small Cap Core Equity

$13,935

IWM

iShares Russell 2000

$12,637

MeasureBKSEIWM

Fee0.04%0.19%

Cost on $10k a year$4$19

Yield1.29%1.01%

5 years, per year+6.9%+4.8%

3 years, per year+20.1%+19.4%

Worst drop · 1Y−10.0%−11.1%

Volatility · 1Y16.3%18.7%

6–0measures won
BKSE first

49.8%

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: BKSE, IWM

Today

49.8%most shared, BKSE and IWM

BKSEIWM

BKSE—49.8%

IWM49.8%—

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

Income After Fees on $10,000

$125most kept, BKSE

BKSE$129 − $4 = $125

IWM$101 − $19 = $82

KeptFee

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