ISCV vs IWM

AISCV

BIWM

Measures won5–1ISCV wins · of 6 · 5Y

$10,000 · 5Y$15,401ISCV · IWM $13,509

Lowest cost0.06%ISCV · $6 on $10k

Most income1.86%ISCV · $186 on $10k

Smallest drop−9.3%ISCV · worst fall in 1Y

Held in common39.5%ISCV and IWM

ISCV

IWM

iShares Morningstar Small Cap Value ETF · $693MiShares Russell 2000 ETF · $75.8B

+21.1%3 years · per year$17,752 · $18,002+21.6%

+9.0%5 years · per year$15,401 · $13,509+6.2%

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

1.86%12-mo yield$186 · $96 on $10k0.96%

−9.3%Worst dropSmaller wins−11.1%

14.4%VolatilityLower wins18.2%

5–1ISCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsISCV · IWM

0.3%JXN0.3%

0.3%UMBF0.3%

0.3%SM0.3%

0.3%ONB0.3%

Held in common39.5%

End-of-day Nov 4, 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	AISCV	iShares Morningstar Small Cap Value ETFRead Desk		0.06%	1.86%	+2.1%	+19.1%	+24.1%	+21.1%	+9.0%	−9.3%	$693M
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AISCV	iShares Morningstar Small Cap Value ETFRead Desk		0.06%	1.86%	+2.1%	+19.1%	+24.1%	+21.1%	+9.0%	−9.3%	$693M
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ISCV vs IWM

ISCV

iShares Morningstar Small Cap Value

$15,401

IWM

iShares Russell 2000

$13,509

MeasureISCVIWM

Fee0.06%0.19%

Cost on $10k a year$6$19

Yield1.86%0.96%

5 years, per year+9.0%+6.2%

3 years, per year+21.1%+21.6%

Worst drop · 1Y−9.3%−11.1%

Volatility · 1Y14.4%18.2%

5–1measures won
ISCV first

39.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: ISCV, IWM

Today

39.5%most shared, ISCV and IWM

ISCVIWM

ISCV—39.5%

IWM39.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, ISCV

ISCV$186 − $6 = $180

IWM$96 − $19 = $77

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee