IWM vs BKSE

AIWM

BBKSE

Measures won0–6BKSE wins · of 6 · 5Y

$10,000 · 5Y$16,902VUG · BKSE $14,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.27%BKSE · $127 on $10k

Smallest drop−10.0%BKSE · worst fall in 1Y

Held in common50.4%IWM and BKSE

IWM

BKSE

iShares Russell 2000 ETF · $75.8BBNY Mellon US Small Cap Core Equity ETF · $83M

+21.3%3 years · per year$17,832 · $17,948+21.5%

+5.5%5 years · per year$13,064 · $14,124+7.1%

0.19%Expense ratio$19 · $4 on $10k · lower wins0.04%

0.98%12-mo yield$98 · $127 on $10k1.27%

−11.1%Worst dropSmaller wins−10.0%

18.1%VolatilityLower wins16.0%

0–6BKSE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · BKSE

0.3%TWST0.4%

0.3%SM0.4%

0.3%EAT0.4%

0.3%RHP0.4%

Held in common50.4%

End-of-day Nov 3, 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%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BBKSE	BNY Mellon US Small Cap Core Equity ETFRead Desk	0.04%	1.27%	−0.1%	+15.6%	+18.0%	+21.5%	+7.1%	−10.0%	$83M
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.98%	+0.2%	+14.4%	+14.8%	+21.3%	+5.5%	−11.1%	$75.8B

End-of-day Nov 3, 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%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BBKSE	BNY Mellon US Small Cap Core Equity ETFRead Desk	0.04%	1.27%	−0.1%	+15.6%	+18.0%	+21.5%	+7.1%	−10.0%	$83M
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.98%	+0.2%	+14.4%	+14.8%	+21.3%	+5.5%	−11.1%	$75.8B

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

Cards for this view

IWM vs BKSE

IWM

iShares Russell 2000

$13,064

BKSE

BNY Mellon US Small Cap Core Equity

$14,124

MeasureIWMBKSE

Fee0.19%0.04%

Cost on $10k a year$19$4

Yield0.98%1.27%

5 years, per year+5.5%+7.1%

3 years, per year+21.3%+21.5%

Worst drop · 1Y−11.1%−10.0%

Volatility · 1Y18.1%16.0%

6–0measures won
BKSE first

50.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: IWM, BKSE, VUG

Today

50.4%most shared, IWM and BKSE

IWMBKSEVUG

IWM—50.4%0.0%

BKSE50.4%—0.0%

VUG0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$123most kept, BKSE

BKSE$127 − $4 = $123

IWM$98 − $19 = $79

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee