IWC vs GSSC

AIWC

BGSSC

Measures won2–4GSSC wins · of 6 · 5Y

$10,000 · 5Y$13,701GSSC · IWC $12,204

Lowest cost0.20%GSSC · $20 on $10k

Most income1.15%IWC · $115 on $10k

Smallest drop−10.6%GSSC · worst fall in 1Y

Held in common23.8%IWC and GSSC

IWC

GSSC

iShares Micro-Cap ETF · $1.2BGoldman Sachs ActiveBeta U.S. Small Cap Equity ETF · $1.1B

+23.5%3 years · per year$18,846 · $16,770+18.8%

+4.1%5 years · per year$12,204 · $13,701+6.5%

0.60%Expense ratio$60 · $20 on $10k · lower wins0.20%

1.15%12-mo yield$115 · $102 on $10k1.02%

−15.4%Worst dropSmaller wins−10.6%

23.7%VolatilityLower wins17.7%

2–4GSSC wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWC · GSSC

1.1%CDNA0.7%

0.4%REAL0.2%

0.3%IDT0.2%

0.4%ARLO0.2%

Held in common23.8%

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	BGSSC	Goldman Sachs ActiveBeta U.S. Small Cap Equity ETFRead Desk		0.20%	1.02%	−4.5%	+12.8%	+16.8%	+18.8%	+6.5%	−10.6%	$1.1B
2	AIWC	iShares Micro-Cap ETFRead Desk		0.60%	1.15%	−5.7%	+8.2%	+13.6%	+23.5%	+4.1%	−15.4%	$1.2B

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	BGSSC	Goldman Sachs ActiveBeta U.S. Small Cap Equity ETFRead Desk		0.20%	1.02%	−4.5%	+12.8%	+16.8%	+18.8%	+6.5%	−10.6%	$1.1B
2	AIWC	iShares Micro-Cap ETFRead Desk		0.60%	1.15%	−5.7%	+8.2%	+13.6%	+23.5%	+4.1%	−15.4%	$1.2B

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

IWC vs GSSC

IWC

iShares Micro-Cap

$12,204

GSSC

Goldman Sachs ActiveBeta U.S. Small Cap Equity

$13,701

MeasureIWCGSSC

Fee0.60%0.20%

Cost on $10k a year$60$20

Yield1.15%1.02%

5 years, per year+4.1%+6.5%

3 years, per year+23.5%+18.8%

Worst drop · 1Y−15.4%−10.6%

Volatility · 1Y23.7%17.7%

4–2measures won
GSSC first

23.8%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IWC, GSSC

Today

23.8%most shared, IWC and GSSC

IWCGSSC

IWC—23.8%

GSSC23.8%—

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

Income After Fees on $10,000

$82most kept, GSSC

GSSC$102 − $20 = $82

IWC$115 − $60 = $55

KeptFee

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