FLQS vs IWM

AFLQS

BIWM

Measures won4–2FLQS wins · of 6 · 5Y

$10,000 · 5Y$13,290FLQS · IWM $12,637

Lowest cost0.19%IWM · $19 on $10k

Most income1.51%FLQS · $151 on $10k

Smallest drop−8.5%FLQS · worst fall in 1Y

Held in common29.1%FLQS and IWM

FLQS

IWM

Franklin U.S. Small Cap Multifactor Index ETF · $49MiShares Russell 2000 ETF · $75.4B

+15.7%3 years · per year$15,474 · $17,029+19.4%

+5.9%5 years · per year$13,290 · $12,637+4.8%

0.35%Expense ratio$35 · $19 on $10k · lower wins0.19%

1.51%12-mo yield$151 · $101 on $10k1.01%

−8.5%Worst dropSmaller wins−11.1%

14.3%VolatilityLower wins18.7%

4–2FLQS wins

$10,000 · 5 yearsOne scale

Shared top holdingsFLQS · IWM

0.8%GKOS0.5%

0.6%FROG0.3%

0.8%MOG-A0.3%

0.8%CTRE0.3%

Held in common29.1%

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	AFLQS	Franklin U.S. Small Cap Multifactor Index ETFRead Desk		0.35%	1.51%	−3.5%	+13.7%	+17.0%	+15.7%	+5.9%	−8.5%	$49M
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$75.4B

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	AFLQS	Franklin U.S. Small Cap Multifactor Index ETFRead Desk		0.35%	1.51%	−3.5%	+13.7%	+17.0%	+15.7%	+5.9%	−8.5%	$49M
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$75.4B

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

FLQS vs IWM

FLQS

Franklin U.S. Small Cap Multifactor Index

$13,290

IWM

iShares Russell 2000

$12,637

MeasureFLQSIWM

Fee0.35%0.19%

Cost on $10k a year$35$19

Yield1.51%1.01%

5 years, per year+5.9%+4.8%

3 years, per year+15.7%+19.4%

Worst drop · 1Y−8.5%−11.1%

Volatility · 1Y14.3%18.7%

4–2measures won
FLQS first

29.1%

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%

$75.4BAssets$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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FLQS, IWM

Today

29.1%most shared, FLQS and IWM

FLQSIWM

FLQS—29.1%

IWM29.1%—

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

Income After Fees on $10,000

$116most kept, FLQS

FLQS$151 − $35 = $116

IWM$101 − $19 = $82

KeptFee

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