IWM vs IJR

AIWM

BIJR

Measures won1–5IJR wins · of 6 · 5Y

$10,000 · 5Y$13,170IJR · IWM $12,766

Lowest cost0.06%IJR · $6 on $10k

Most income1.24%IJR · $124 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common48.3%IWM and IJR

IWM

IJR

iShares Russell 2000 ETF · $76.6BiShares Core S&P Small-Cap ETF · $104B

+19.6%3 years · per year$17,100 · $16,147+17.3%

+5.0%5 years · per year$12,766 · $13,170+5.7%

0.19%Expense ratio$19 · $6 on $10k · lower wins0.06%

1.00%12-mo yield$100 · $124 on $10k1.24%

−11.1%Worst dropSmaller wins−9.7%

18.7%VolatilityLower wins16.2%

1–5IJR wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWM · IJR

0.3%RHP0.5%

0.3%JXN0.5%

0.3%TGTX0.5%

0.3%PTGX0.5%

Held in common48.3%

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

Both

5Y2 funds

#			Trend
1	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B
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

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

Both

5Y2 funds

#			Trend
1	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B
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

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 IJR

IWM

iShares Russell 2000

$12,766

IJR

iShares Core S&P Small-Cap

$13,170

MeasureIWMIJR

Fee0.19%0.06%

Cost on $10k a year$19$6

Yield1.00%1.24%

5 years, per year+5.0%+5.7%

3 years, per year+19.6%+17.3%

Worst drop · 1Y−11.1%−9.7%

Volatility · 1Y18.7%16.2%

5–1measures won
IJR first

48.3%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IWM, IJR

Today

48.3%most shared, IWM and IJR

IWMIJR

IWM—48.3%

IJR48.3%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

IWM$100 − $19 = $81

KeptFee

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