IWM vs CSB

AIWM

BCSB

Measures won2–4CSB wins · of 6 · 5Y

$10,000 · 5Y$13,373CSB · IWM $12,637

Lowest cost0.19%IWM · $19 on $10k

Most income3.12%CSB · $312 on $10k

Smallest drop−9.5%CSB · worst fall in 1Y

Held in common7.1%IWM and CSB

IWM

CSB

iShares Russell 2000 ETF · $77.4BVictoryShares US Small Cap High Div Volatility Wtd ETF · $246M

+19.4%3 years · per year$17,029 · $15,539+15.8%

+4.8%5 years · per year$12,637 · $13,373+6.0%

0.19%Expense ratio$19 · $39 on $10k · lower wins0.39%

1.01%12-mo yield$101 · $312 on $10k3.12%

−11.1%Worst dropSmaller wins−9.5%

18.7%VolatilityLower wins13.0%

2–4CSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWM · CSB

0.3%SM0.5%

0.2%VLY1.3%

0.2%SWX1.7%

0.2%BKH1.4%

Held in common7.1%

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	BCSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk		0.39%	3.12%	−2.0%	+15.8%	+20.3%	+15.8%	+6.0%	−9.5%	$246M
2	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B

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	BCSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk		0.39%	3.12%	−2.0%	+15.8%	+20.3%	+15.8%	+6.0%	−9.5%	$246M
2	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B

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 CSB

IWM

iShares Russell 2000

$12,637

CSB

VictoryShares US Small Cap High Div Volatility Wtd

$13,373

MeasureIWMCSB

Fee0.19%0.39%

Cost on $10k a year$19$39

Yield1.01%3.12%

5 years, per year+4.8%+6.0%

3 years, per year+19.4%+15.8%

Worst drop · 1Y−11.1%−9.5%

Volatility · 1Y18.7%13.0%

4–2measures won
CSB first

7.1%

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, CSB

Today

7.1%most shared, IWM and CSB

IWMCSB

IWM—7.1%

CSB7.1%—

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

Income After Fees on $10,000

$273most kept, CSB

CSB$312 − $39 = $273

IWM$101 − $19 = $82

KeptFee

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