DUSG vs IWM

ADUSG

BIWM

Measures won0–2IWM wins · of 6 · 5Y

$10,000 · 5Y$13,509IWM

Lowest cost0.19%IWM · $19 on $10k

Most income0.96%IWM · $96 on $10k

Smallest drop−11.1%IWM · worst fall in 1Y

Held in common26.2%DUSG and IWM

DUSG

IWM

U.S. Small Cap Growth Portfolio: ETF Class Shares · $2.0BiShares Russell 2000 ETF · $77.4B

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

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

0.33%Expense ratio$33 · $19 on $10k · lower wins0.19%

0.28%12-mo yield$28 · $96 on $10k0.96%

[…]Worst dropSmaller wins−11.1%

[…]VolatilityLower wins18.2%

0–2IWM wins

$10,000 · 5 yearsOne scale

Shared top holdingsDUSG · IWM

0.5%BTSG0.4%

0.6%EAT0.3%

0.3%HQY0.3%

0.5%IDCC0.3%

Held in common26.2%

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

Both

5Y2 funds

#			Trend
1	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B
2	ADUSG	U.S. Small Cap Growth Portfolio: ETF Class SharesRead Desk		0.33%	0.28%	+1.5%	new	new	new	new	[…]	$2.0B

End-of-day Nov 4, 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%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B
2	ADUSG	U.S. Small Cap Growth Portfolio: ETF Class SharesRead Desk		0.33%	0.28%	+1.5%	new	new	new	new	[…]	$2.0B

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

DUSG vs IWM

DUSG

U.S. Small Cap Growth Portfolio: ETF Class Shares

[…]

IWM

iShares Russell 2000

$13,509

MeasureDUSGIWM

Fee0.33%0.19%

Cost on $10k a year$33$19

Yield0.28%0.96%

5 years, per year[…]+6.2%

3 years, per year[…]+21.6%

Worst drop · 1Y[…]−11.1%

Volatility · 1Y[…]18.2%

2–0measures won
IWM first

26.2%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DUSG, IWM

Today

26.2%most shared, DUSG and IWM

DUSGIWM

DUSG—26.2%

IWM26.2%—

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

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

DUSG$28 − $33 = −$5

KeptFee

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