IWM vs AFSC

AIWM

BAFSC

Measures won4–0IWM wins · of 6 · 5Y

$10,000 · 5Y$12,637IWM

Lowest cost0.19%IWM · $19 on $10k

Most income1.01%IWM · $101 on $10k

Smallest drop−11.1%IWM · worst fall in 1Y

Held in common5.0%IWM and AFSC

IWM

AFSC

iShares Russell 2000 ETF · $77.4Babrdn Focused U.S. Small Cap Active ETF · $11M

+19.4%3 years · per year$17,029 · […][…]

+4.8%5 years · per year$12,637 · […][…]

0.19%Expense ratio$19 · $109 on $10k · lower wins1.09%

1.01%12-mo yield$101 · $7 on $10k0.07%

−11.1%Worst dropSmaller wins−11.4%

18.7%VolatilityLower wins19.0%

4–0IWM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWM · AFSC

0.3%EAT2.3%

0.3%FROG1.5%

0.2%LGND2.6%

0.2%CWST2.0%

Held in common5.0%

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

Both

5Y2 funds

#			Trend
1	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B
2	BAFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk		1.09%	0.07%	−4.7%	+16.6%	+21.8%	new	new	−11.4%	$11M

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	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B
2	BAFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk		1.09%	0.07%	−4.7%	+16.6%	+21.8%	new	new	−11.4%	$11M

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

IWM vs AFSC

IWM

iShares Russell 2000

$12,637

AFSC

abrdn Focused U.S. Small Cap Active

[…]

MeasureIWMAFSC

Fee0.19%1.09%

Cost on $10k a year$19$109

Yield1.01%0.07%

5 years, per year+4.8%[…]

3 years, per year+19.4%[…]

Worst drop · 1Y−11.1%−11.4%

Volatility · 1Y18.7%19.0%

4–0measures won
IWM first

5.0%

holdings shared

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

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

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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IWM, AFSC

Today

5.0%most shared, IWM and AFSC

IWMAFSC

IWM—5.0%

AFSC5.0%—

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

Income After Fees on $10,000

$82most kept, IWM

IWM$101 − $19 = $82

AFSC$7 − $109 = −$102

KeptFee

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