BSVO vs IWM

ABSVO

BIWM

Measures won3–2BSVO wins · of 6 · 5Y

$10,000 · 5Y$12,637IWM

Lowest cost0.19%IWM · $19 on $10k

Most income1.25%BSVO · $125 on $10k

Smallest drop−8.3%BSVO · worst fall in 1Y

Held in common16.1%BSVO and IWM

BSVO

IWM

EA Bridgeway Omni Small-Cap Value ETF · $2.5BiShares Russell 2000 ETF · $77.4B

+19.2%3 years · per year$16,949 · $17,029+19.4%

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

0.45%Expense ratio$45 · $19 on $10k · lower wins0.19%

1.25%12-mo yield$125 · $101 on $10k1.01%

−8.3%Worst dropSmaller wins−11.1%

16.3%VolatilityLower wins18.7%

3–2BSVO wins

$10,000 · 5 yearsOne scale

Shared top holdingsBSVO · IWM

0.7%VSAT0.3%

1.0%VSXY0.3%

0.6%SIG0.2%

0.7%ASO0.1%

Held in common16.1%

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	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B
2	ABSVO	EA Bridgeway Omni Small-Cap Value ETFRead Desk		0.45%	1.25%	−3.7%	+21.1%	+28.7%	+19.2%	new	−8.3%	$2.5B

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	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B
2	ABSVO	EA Bridgeway Omni Small-Cap Value ETFRead Desk		0.45%	1.25%	−3.7%	+21.1%	+28.7%	+19.2%	new	−8.3%	$2.5B

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

BSVO vs IWM

BSVO

EA Bridgeway Omni Small-Cap Value

[…]

IWM

iShares Russell 2000

$12,637

MeasureBSVOIWM

Fee0.45%0.19%

Cost on $10k a year$45$19

Yield1.25%1.01%

5 years, per year[…]+4.8%

3 years, per year+19.2%+19.4%

Worst drop · 1Y−8.3%−11.1%

Volatility · 1Y16.3%18.7%

3–2measures won
BSVO first

16.1%

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: BSVO, IWM

Today

16.1%most shared, BSVO and IWM

BSVOIWM

BSVO—16.1%

IWM16.1%—

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

Income After Fees on $10,000

$82most kept, IWM

IWM$101 − $19 = $82

BSVO$125 − $45 = $80

KeptFee

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