IJR vs IWM

AIJR

BIWM

Measures won5–1IJR wins · of 6 · 5Y

$10,000 · 5Y$13,136IJR · IWM $12,637

Lowest cost0.06%IJR · $6 on $10k

Most income1.24%IJR · $124 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common48.0%IJR and IWM

IJR

IWM

iShares Core S&P Small-Cap ETF · $108BiShares Russell 2000 ETF · $77.4B

+17.4%3 years · per year$16,200 · $17,029+19.4%

+5.6%5 years · per year$13,136 · $12,637+4.8%

0.06%Expense ratio$6 · $19 on $10k · lower wins0.19%

1.24%12-mo yield$124 · $101 on $10k1.01%

−9.7%Worst dropSmaller wins−11.1%

16.3%VolatilityLower wins18.7%

5–1IJR wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJR · IWM

0.5%RHP0.3%

0.5%JXN0.3%

0.5%TGTX0.3%

0.5%PTGX0.3%

Held in common48.0%

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	AIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−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	AIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−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

IJR vs IWM

IJR

iShares Core S&P Small-Cap

$13,136

IWM

iShares Russell 2000

$12,637

MeasureIJRIWM

Fee0.06%0.19%

Cost on $10k a year$6$19

Yield1.24%1.01%

5 years, per year+5.6%+4.8%

3 years, per year+17.4%+19.4%

Worst drop · 1Y−9.7%−11.1%

Volatility · 1Y16.3%18.7%

5–1measures won
IJR first

48.0%

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%

$77.4BAssets$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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IJR, IWM

Today

48.0%most shared, IJR and IWM

IJRIWM

IJR—48.0%

IWM48.0%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

IWM$101 − $19 = $82

KeptFee

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