IWM vs AVSC

AIWM

BAVSC

Measures won1–3AVSC wins · of 6 · 5Y

$10,000 · 5Y$12,766IWM

Lowest cost0.19%IWM · $19 on $10k

Most income1.00%AVSC · $100 on $10k

Smallest drop−8.1%AVSC · worst fall in 1Y

Held in common52.2%IWM and AVSC

IWM

AVSC

iShares Russell 2000 ETF · $75.4BAvantis U.S. Small Cap Equity ETF · $3.3B

+19.6%3 years · per year$17,100 · $17,318+20.1%

+5.0%5 years · per year$12,766 · […][…]

0.19%Expense ratio$19 · $25 on $10k · lower wins0.25%

1.00%12-mo yield$100 · $100 on $10k1.00%

−11.1%Worst dropSmaller wins−8.1%

18.7%VolatilityLower wins16.1%

1–3AVSC wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWM · AVSC

0.2%ANF0.3%

0.2%FTDR0.4%

0.2%ACIW0.3%

0.2%HAE0.4%

Held in common52.2%

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

Both

5Y2 funds

#			Trend
1	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B
2	BAVSC	Avantis U.S. Small Cap Equity ETFRead Desk		0.25%	1.00%	+0.1%	+20.3%	+23.8%	+20.1%	new	−8.1%	$3.3B

End-of-day Nov 6, 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%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B
2	BAVSC	Avantis U.S. Small Cap Equity ETFRead Desk		0.25%	1.00%	+0.1%	+20.3%	+23.8%	+20.1%	new	−8.1%	$3.3B

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

IWM vs AVSC

IWM

iShares Russell 2000

$12,766

AVSC

Avantis U.S. Small Cap Equity

[…]

MeasureIWMAVSC

Fee0.19%0.25%

Cost on $10k a year$19$25

Yield1.00%1.00%

5 years, per year+5.0%[…]

3 years, per year+19.6%+20.1%

Worst drop · 1Y−11.1%−8.1%

Volatility · 1Y18.7%16.1%

3–1measures won
AVSC first

52.2%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IWM, AVSC

Today

52.2%most shared, IWM and AVSC

IWMAVSC

IWM—52.2%

AVSC52.2%—

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

Income After Fees on $10,000

$81most kept, IWM

IWM$100 − $19 = $81

AVSC$100 − $25 = $75

KeptFee

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