IWM vs CALF

AIWM

BCALF

Measures won2–4CALF wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · CALF $14,272

Lowest cost0.18%IWF · $18 on $10k

Most income1.13%CALF · $113 on $10k

Smallest drop−7.9%CALF · worst fall in 1Y

Held in common8.3%IWM and CALF

IWM

CALF

iShares Russell 2000 ETF · $75.4BPacer US Small Cap Cash Cows ETF · $3.9B

+19.6%3 years · per year$17,100 · $14,659+13.6%

+5.0%5 years · per year$12,766 · $14,272+7.4%

0.19%Expense ratio$19 · $59 on $10k · lower wins0.59%

1.00%12-mo yield$100 · $113 on $10k1.13%

−11.1%Worst dropSmaller wins−7.9%

18.7%VolatilityLower wins16.2%

2–4CALF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · CALF

0.2%ANF0.5%

0.2%GVA0.4%

0.2%YOU0.6%

0.2%ENS0.5%

Held in common8.3%

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	BCALF	Pacer US Small Cap Cash Cows ETFRead Desk	0.59%	1.13%	−1.4%	+28.6%	+33.3%	+13.6%	+7.4%	−7.9%	$3.9B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	BCALF	Pacer US Small Cap Cash Cows ETFRead Desk	0.59%	1.13%	−1.4%	+28.6%	+33.3%	+13.6%	+7.4%	−7.9%	$3.9B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B

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 CALF

IWM

iShares Russell 2000

$12,766

CALF

Pacer US Small Cap Cash Cows

$14,272

MeasureIWMCALF

Fee0.19%0.59%

Cost on $10k a year$19$59

Yield1.00%1.13%

5 years, per year+5.0%+7.4%

3 years, per year+19.6%+13.6%

Worst drop · 1Y−11.1%−7.9%

Volatility · 1Y18.7%16.2%

4–2measures won
CALF first

8.3%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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

Overlap: IWM, CALF, IWF

Today

8.3%most shared, IWM and CALF

IWMCALFIWF

IWM—8.3%0.0%

CALF8.3%—0.3%

IWF0.0%0.3%—

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

CALF$113 − $59 = $54

IWF$39 − $18 = $21

KeptFee

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