IJS vs IWM

AIJS

BIWM

Measures won5–1IJS wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · IJS $13,664

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

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

Held in common34.0%IJS and IWM

IJS

IWM

iShares S&P Small-Cap 600 Value ETF · $7.8BiShares Russell 2000 ETF · $77.4B

+18.0%3 years · per year$16,426 · $17,029+19.4%

+6.4%5 years · per year$13,664 · $12,637+4.8%

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

1.42%12-mo yield$142 · $101 on $10k1.01%

−9.3%Worst dropSmaller wins−11.1%

16.3%VolatilityLower wins18.7%

5–1IJS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJS · IWM

0.9%JXN0.3%

0.9%VSXY0.3%

0.8%SM0.3%

0.4%MAC0.2%

Held in common34.0%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.8B
3	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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.8B
3	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

IJS vs IWM

IJS

iShares S&P Small-Cap 600 Value

$13,664

IWM

iShares Russell 2000

$12,637

MeasureIJSIWM

Fee0.18%0.19%

Cost on $10k a year$18$19

Yield1.42%1.01%

5 years, per year+6.4%+4.8%

3 years, per year+18.0%+19.4%

Worst drop · 1Y−9.3%−11.1%

Volatility · 1Y16.3%18.7%

5–1measures won
IJS first

34.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

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

Overlap: IJS, IWM, VTV

Today

34.0%most shared, IJS and IWM

IJSIWMVTV

IJS—34.0%0.0%

IWM34.0%—0.0%

VTV0.0%0.0%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

IJS$142 − $18 = $124

IWM$101 − $19 = $82

KeptFee

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