ESML vs IWM

AESML

BIWM

Measures won5–1ESML wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · ESML $13,768

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common36.0%ESML and IWM

ESML

IWM

iShares ESG Aware MSCI USA Small-Cap ETF · $2.7BiShares Russell 2000 ETF · $75.4B

+19.9%3 years · per year$17,255 · $17,100+19.6%

+6.6%5 years · per year$13,768 · $12,766+5.0%

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

0.96%12-mo yield$96 · $100 on $10k1.00%

−9.0%Worst dropSmaller wins−11.1%

16.7%VolatilityLower wins18.7%

5–1ESML wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsESML · IWM

0.3%GKOS0.4%

0.3%SWX0.2%

0.3%ZWS0.2%

0.3%TXNM0.2%

Held in common36.0%

End-of-day Nov 6, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk	0.17%	0.96%	+0.7%	+15.5%	+18.0%	+19.9%	+6.6%	−9.0%	$2.7B
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk	0.17%	0.96%	+0.7%	+15.5%	+18.0%	+19.9%	+6.6%	−9.0%	$2.7B
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B

End-of-day Nov 6, 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

$13,768

IWM

iShares Russell 2000

$12,766

MeasureESMLIWM

Fee0.17%0.19%

Cost on $10k a year$17$19

Yield0.96%1.00%

5 years, per year+6.6%+5.0%

3 years, per year+19.9%+19.6%

Worst drop · 1Y−9.0%−11.1%

Volatility · 1Y16.7%18.7%

5–0measures won
ESML first

36.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: ESML, IWM, VTV

Today

36.0%most shared, ESML and IWM

ESMLIWMVTV

ESML—36.0%0.1%

IWM36.0%—0.0%

VTV0.1%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IWM$100 − $19 = $81

ESML$96 − $17 = $79

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee