IWM vs DFSV

AIWM

BDFSV

Measures won2–3DFSV wins · of 6 · 5Y

$10,000 · 5Y$13,064IWM

Lowest cost0.19%IWM · $19 on $10k

Most income1.38%DFSV · $138 on $10k

Smallest drop−9.4%DFSV · worst fall in 1Y

Held in common30.9%IWM and DFSV

IWM

DFSV

iShares Russell 2000 ETF · $75.8BU.S. Small Cap Value Portfolio ETF Class Shares · $28.0B

+21.3%3 years · per year$17,832 · $17,428+20.3%

+5.5%5 years · per year$13,064 · […][…]

0.19%Expense ratio$19 · $31 on $10k · lower wins0.31%

0.98%12-mo yield$98 · $138 on $10k1.38%

−11.1%Worst dropSmaller wins−9.4%

18.1%VolatilityLower wins14.7%

2–3DFSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWM · DFSV

0.3%UMBF0.4%

0.3%VSAT0.4%

0.3%SM0.3%

0.3%ONB0.6%

Held in common30.9%

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

Both

5Y2 funds

#			Trend
1	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.98%	+0.2%	+14.4%	+14.8%	+21.3%	+5.5%	−11.1%	$75.8B
2	BDFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk		0.31%	1.38%	−0.9%	+21.0%	+27.4%	+20.3%	new	−9.4%	$28.0B

End-of-day Nov 3, 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%	0.98%	+0.2%	+14.4%	+14.8%	+21.3%	+5.5%	−11.1%	$75.8B
2	BDFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk		0.31%	1.38%	−0.9%	+21.0%	+27.4%	+20.3%	new	−9.4%	$28.0B

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 DFSV

IWM

iShares Russell 2000

$13,064

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

MeasureIWMDFSV

Fee0.19%0.31%

Cost on $10k a year$19$31

Yield0.98%1.38%

5 years, per year+5.5%[…]

3 years, per year+21.3%+20.3%

Worst drop · 1Y−11.1%−9.4%

Volatility · 1Y18.1%14.7%

3–2measures won
DFSV first

30.9%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: IWM, DFSV

Today

30.9%most shared, IWM and DFSV

IWMDFSV

IWM—30.9%

DFSV30.9%—

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

Income After Fees on $10,000

$107most kept, DFSV

DFSV$138 − $31 = $107

IWM$98 − $19 = $79

KeptFee

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