ESML vs IWM

AESML

BIWM

Measures won5–1ESML wins · of 6 · 5Y

$10,000 · 5Y$13,644ESML · IWM $12,637

Lowest cost0.17%ESML · $17 on $10k

Most income0.96%IWM · $96 on $10k

Smallest drop−9.0%ESML · worst fall in 1Y

Held in common36.2%ESML and IWM

ESML

IWM

iShares ESG Aware MSCI USA Small-Cap ETF · $2.8BiShares Russell 2000 ETF · $77.4B

+21.9%3 years · per year$18,109 · $18,002+21.6%

+7.7%5 years · per year$14,470 · $13,509+6.2%

0.17%Expense ratio$17 · $19 on $10k · lower wins0.19%

0.92%12-mo yield$92 · $96 on $10k0.96%

−9.0%Worst dropSmaller wins−11.1%

16.3%VolatilityLower wins18.2%

5–1ESML wins

$10,000 · 5 yearsOne scale

Shared top holdingsESML · IWM

0.3%GKOS0.5%

0.3%SWX0.2%

0.3%ZWS0.2%

0.3%UBSI0.2%

Held in common36.2%

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	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk		0.17%	0.92%	+1.3%	+19.6%	+21.9%	+21.9%	+7.7%	−9.0%	$2.8B
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−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	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk		0.17%	0.92%	+1.3%	+19.6%	+21.9%	+21.9%	+7.7%	−9.0%	$2.8B
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−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

ESML vs IWM

ESML

iShares ESG Aware MSCI USA Small-Cap

$14,470

IWM

iShares Russell 2000

$13,509

MeasureESMLIWM

Fee0.17%0.19%

Cost on $10k a year$17$19

Yield0.92%0.96%

5 years, per year+7.7%+6.2%

3 years, per year+21.9%+21.6%

Worst drop · 1Y−9.0%−11.1%

Volatility · 1Y16.3%18.2%

5–1measures won
ESML first

36.2%

holdings shared

Nov 5, 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 5, 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 5, 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 5, 2026

Overlap: ESML, IWM

Today

36.2%most shared, ESML and IWM

ESMLIWM

ESML—36.2%

IWM36.2%—

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

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

ESML$92 − $17 = $75

KeptFee

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