IWM vs DFSV

AIWM

BDFSV

Measures won2–3DFSV wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · IWM $12,766

Lowest cost0.18%IWF · $18 on $10k

Most income1.42%DFSV · $142 on $10k

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

Held in common30.8%IWM and DFSV

IWM

DFSV

iShares Russell 2000 ETF · $76.6BU.S. Small Cap Value Portfolio ETF Class Shares · $27.1B

+19.6%3 years · per year$17,100 · $16,658+18.5%

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

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

1.00%12-mo yield$100 · $142 on $10k1.42%

−11.1%Worst dropSmaller wins−9.4%

18.7%VolatilityLower wins15.1%

2–3DFSV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · DFSV

0.3%UMBF0.4%

0.3%JXN0.7%

0.3%ONB0.6%

0.3%VSAT0.4%

Held in common30.8%

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%	$114.6B
2	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B
3	BDFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.42%	−0.4%	+17.9%	+24.0%	+18.5%	new	−9.4%	$27.1B

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%	$114.6B
2	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B
3	BDFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.42%	−0.4%	+17.9%	+24.0%	+18.5%	new	−9.4%	$27.1B

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 DFSV

IWM

iShares Russell 2000

$12,766

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

MeasureIWMDFSV

Fee0.19%0.31%

Cost on $10k a year$19$31

Yield1.00%1.42%

5 years, per year+5.0%[…]

3 years, per year+19.6%+18.5%

Worst drop · 1Y−11.1%−9.4%

Volatility · 1Y18.7%15.1%

3–2measures won
DFSV first

30.8%

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$59.7B

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%

$76.6BAssets$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, DFSV, IWF

Today

30.8%most shared, IWM and DFSV

IWMDFSVIWF

IWM—30.8%0.0%

DFSV30.8%—0.0%

IWF0.0%0.0%—

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

Income After Fees on $10,000

$111most kept, DFSV

DFSV$142 − $31 = $111

IWM$100 − $19 = $81

IWF$39 − $18 = $21

KeptFee

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