IWM vs ACSV

AIWM

BACSV

Measures won1–3ACSV wins · of 6 · 5Y

$10,000 · 5Y$13,509IWM

Lowest cost0.19%IWM · $19 on $10k

Most income1.03%ACSV · $103 on $10k

Smallest drop−8.6%ACSV · worst fall in 1Y

Held in common12.8%IWM and ACSV

IWM

ACSV

iShares Russell 2000 ETF · $77.4BAmerican Century ETF Trust - American Century Small Cap Value Insights ETF · $27M

+21.6%3 years · per year$18,002 · […][…]

+6.2%5 years · per year$13,509 · […][…]

0.19%Expense ratio$19 · $49 on $10k · lower wins0.49%

0.96%12-mo yield$96 · $103 on $10k1.03%

−11.1%Worst dropSmaller wins−8.6%

18.2%VolatilityLower wins14.8%

1–3ACSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWM · ACSV

0.3%UMBF1.3%

0.3%ONB1.9%

0.2%TRNO1.5%

0.2%MATX0.7%

Held in common12.8%

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	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B
2	BACSV	American Century ETF Trust - American Century Small Cap Value Insights ETFRead Desk		0.49%	1.03%	+1.2%	+21.5%	+25.5%	new	new	−8.6%	$27M

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	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B
2	BACSV	American Century ETF Trust - American Century Small Cap Value Insights ETFRead Desk		0.49%	1.03%	+1.2%	+21.5%	+25.5%	new	new	−8.6%	$27M

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

IWM vs ACSV

IWM

iShares Russell 2000

$13,509

ACSV

American Century ETF Trust - American Century Small Cap Value Insights

[…]

MeasureIWMACSV

Fee0.19%0.49%

Cost on $10k a year$19$49

Yield0.96%1.03%

5 years, per year+6.2%[…]

3 years, per year+21.6%[…]

Worst drop · 1Y−11.1%−8.6%

Volatility · 1Y18.2%14.8%

2–1measures won
ACSV first

12.8%

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%

$77.4BAssets$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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IWM, ACSV

Today

12.8%most shared, IWM and ACSV

IWMACSV

IWM—12.8%

ACSV12.8%—

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

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

ACSV$103 − $49 = $54

KeptFee

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