IWM vs ESML

AIWM

BESML

Measures won1–5ESML wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · ESML $13,644

Lowest cost0.03%VUG · $3 on $10k

Most income1.01%IWM · $101 on $10k

Smallest drop−9.0%ESML · worst fall in 1Y

Held in common36.2%IWM and ESML

IWM

ESML

iShares Russell 2000 ETF · $75.4BiShares ESG Aware MSCI USA Small-Cap ETF · $2.7B

+19.4%3 years · per year$17,029 · $17,242+19.9%

+4.8%5 years · per year$12,637 · $13,644+6.4%

0.19%Expense ratio$19 · $17 on $10k · lower wins0.17%

1.01%12-mo yield$101 · $96 on $10k0.96%

−11.1%Worst dropSmaller wins−9.0%

18.7%VolatilityLower wins16.7%

1–5ESML wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · ESML

0.5%GKOS0.3%

0.2%SWX0.3%

0.2%ZWS0.3%

0.2%UBSI0.3%

Held in common36.2%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk	0.17%	0.96%	−4.0%	+14.7%	+18.8%	+19.9%	+6.4%	−9.0%	$2.7B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$75.4B

End-of-day Nov 5, 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%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk	0.17%	0.96%	−4.0%	+14.7%	+18.8%	+19.9%	+6.4%	−9.0%	$2.7B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$75.4B

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 ESML

IWM

iShares Russell 2000

$12,637

ESML

iShares ESG Aware MSCI USA Small-Cap

$13,644

MeasureIWMESML

Fee0.19%0.17%

Cost on $10k a year$19$17

Yield1.01%0.96%

5 years, per year+4.8%+6.4%

3 years, per year+19.4%+19.9%

Worst drop · 1Y−11.1%−9.0%

Volatility · 1Y18.7%16.7%

5–0measures won
ESML first

36.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IWM, ESML, VUG

Today

36.2%most shared, IWM and ESML

IWMESMLVUG

IWM—36.2%0.0%

ESML36.2%—0.1%

VUG0.0%0.1%—

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

Income After Fees on $10,000

$82most kept, IWM

IWM$101 − $19 = $82

ESML$96 − $17 = $79

VUG$43 − $3 = $40

KeptFee

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