IJS vs IWM

AIJS

BIWM

Measures won5–1IJS wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · VO $13,867

Lowest cost0.03%VO · $3 on $10k

Most income1.38%IJS · $138 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common34.2%IJS and IWM

IJS

IWM

iShares S&P Small-Cap 600 Value ETF · $7.5BiShares Russell 2000 ETF · $76.6B

+17.6%3 years · per year$16,259 · $17,192+19.8%

+6.5%5 years · per year$13,675 · $12,844+5.1%

0.18%Expense ratio$18 · $19 on $10k · lower wins0.19%

1.38%12-mo yield$138 · $97 on $10k0.97%

−9.3%Worst dropSmaller wins−11.1%

16.3%VolatilityLower wins18.8%

5–1IJS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIJS · IWM

0.9%JXN0.3%

0.9%VSXY0.3%

0.3%LTH0.3%

0.8%SM0.3%

Held in common34.2%

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 Four

5Y4 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.38%	+3.1%	+19.3%	+24.9%	+17.6%	+6.5%	−9.3%	$7.5B
4	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$76.6B

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

All Four

5Y4 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.38%	+3.1%	+19.3%	+24.9%	+17.6%	+6.5%	−9.3%	$7.5B
4	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$76.6B

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

IJS vs IWM

IJS

iShares S&P Small-Cap 600 Value

$13,675

IWM

iShares Russell 2000

$12,844

MeasureIJSIWM

Fee0.18%0.19%

Cost on $10k a year$18$19

Yield1.38%0.97%

5 years, per year+6.5%+5.1%

3 years, per year+17.6%+19.8%

Worst drop · 1Y−9.3%−11.1%

Volatility · 1Y16.3%18.8%

5–1measures won
IJS first

34.2%

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$59.7B

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%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: IJS, IWM, IWF, VO

Today

34.2%most shared, IJS and IWM

IJSIWMIWFVO

IJS—34.2%0.0%0.0%

IWM34.2%—0.0%0.0%

IWF0.0%0.0%—9.2%

VO0.0%0.0%9.2%—

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IJS$138 − $18 = $120

IWM$97 − $19 = $78

IWF$39 − $18 = $21

KeptFee

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