DUSG vs IWM

ADUSG

BIWM

Measures won0–2IWM wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IWM $12,845

Lowest cost0.03%VUG · $3 on $10k

Most income0.97%IWM · $97 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 · $77.9B

[…]3 years · per year[…] · $17,194+19.8%

[…]5 years · per year[…] · $12,845+5.1%

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

0.28%12-mo yield$28 · $97 on $10k0.97%

[…]Worst dropSmaller wins−11.1%

[…]VolatilityLower wins18.8%

0–2IWM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDUSG · IWM

0.5%BTSG0.4%

0.6%EAT0.3%

0.4%HQY0.3%

0.6%VSXY0.3%

Held in common26.2%

End-of-day Nov 9, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$77.9B
3	ADUSG	U.S. Small Cap Growth Portfolio: ETF Class SharesRead Desk	0.33%	0.28%	+3.1%	new	new	new	new	[…]	$2.0B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$77.9B
3	ADUSG	U.S. Small Cap Growth Portfolio: ETF Class SharesRead Desk	0.33%	0.28%	+3.1%	new	new	new	new	[…]	$2.0B

End-of-day Nov 9, 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

$12,845

MeasureDUSGIWM

Fee0.33%0.19%

Cost on $10k a year$33$19

Yield0.28%0.97%

5 years, per year[…]+5.1%

3 years, per year[…]+19.8%

Worst drop · 1Y[…]−11.1%

Volatility · 1Y[…]18.8%

2–0measures won
IWM first

26.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$77.9BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: DUSG, IWM, VUG

Today

26.2%most shared, DUSG and IWM

DUSGIWMVUG

DUSG—26.2%0.0%

IWM26.2%—0.0%

VUG0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$78most kept, IWM

IWM$97 − $19 = $78

VUG$41 − $3 = $38

DUSG$28 − $33 = −$5

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee