IWM vs IJR

AIWM

BIJR

Measures won1–5IJR wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · IJR $13,468

Lowest cost0.03%VOO · $3 on $10k

Most income1.21%IJR · $121 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common48.4%IWM and IJR

IWM

IJR

iShares Russell 2000 ETF · $75.8BiShares Core S&P Small-Cap ETF · $106B

+21.3%3 years · per year$17,832 · $16,862+19.0%

+5.5%5 years · per year$13,064 · $13,468+6.1%

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

0.98%12-mo yield$98 · $121 on $10k1.21%

−11.1%Worst dropSmaller wins−9.7%

18.1%VolatilityLower wins15.8%

1–5IJR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · IJR

0.5%GKOS0.8%

0.3%VSAT0.6%

0.3%SM0.5%

0.3%RHP0.5%

Held in common48.4%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.98%	+0.2%	+14.4%	+14.8%	+21.3%	+5.5%	−11.1%	$75.8B

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.98%	+0.2%	+14.4%	+14.8%	+21.3%	+5.5%	−11.1%	$75.8B

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 IJR

IWM

iShares Russell 2000

$13,064

IJR

iShares Core S&P Small-Cap

$13,468

MeasureIWMIJR

Fee0.19%0.06%

Cost on $10k a year$19$6

Yield0.98%1.21%

5 years, per year+5.5%+6.1%

3 years, per year+21.3%+19.0%

Worst drop · 1Y−11.1%−9.7%

Volatility · 1Y18.1%15.8%

5–1measures won
IJR first

48.4%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

Overlap: IWM, IJR, VOO

Today

48.4%most shared, IWM and IJR

IWMIJRVOO

IWM—48.4%0.0%

IJR48.4%—0.0%

VOO0.0%0.0%—

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

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

VOO$107 − $3 = $104

IWM$98 − $19 = $79

KeptFee

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