ISCV vs IWM

AISCV

BIWM

Measures won5–1ISCV wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · ISCV $14,743

Lowest cost0.03%VUG · $3 on $10k

Most income1.92%ISCV · $192 on $10k

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

Held in common39.2%ISCV and IWM

ISCV

IWM

iShares Morningstar Small Cap Value ETF · $687MiShares Russell 2000 ETF · $75.4B

+19.2%3 years · per year$16,927 · $17,100+19.6%

+8.1%5 years · per year$14,743 · $12,766+5.0%

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

1.92%12-mo yield$192 · $100 on $10k1.00%

−9.3%Worst dropSmaller wins−11.1%

14.6%VolatilityLower wins18.7%

5–1ISCV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsISCV · IWM

0.3%UMBF0.3%

0.3%JXN0.3%

0.3%ONB0.3%

0.2%SM0.3%

Held in common39.2%

End-of-day Nov 6, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AISCV	iShares Morningstar Small Cap Value ETFRead Desk	0.06%	1.92%	−0.3%	+15.3%	+20.1%	+19.2%	+8.1%	−9.3%	$687M
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AISCV	iShares Morningstar Small Cap Value ETFRead Desk	0.06%	1.92%	−0.3%	+15.3%	+20.1%	+19.2%	+8.1%	−9.3%	$687M
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B

End-of-day Nov 6, 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

$14,743

IWM

iShares Russell 2000

$12,766

MeasureISCVIWM

Fee0.06%0.19%

Cost on $10k a year$6$19

Yield1.92%1.00%

5 years, per year+8.1%+5.0%

3 years, per year+19.2%+19.6%

Worst drop · 1Y−9.3%−11.1%

Volatility · 1Y14.6%18.7%

5–1measures won
ISCV first

39.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: ISCV, IWM, VUG

Today

39.2%most shared, ISCV and IWM

ISCVIWMVUG

ISCV—39.2%0.0%

IWM39.2%—0.0%

VUG0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$186most kept, ISCV

ISCV$192 − $6 = $186

IWM$100 − $19 = $81

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee