IWM vs IJS

AIWM

BIJS

Measures won1–5IJS wins · of 6 · 5Y

$10,000 · 5Y$13,830IJH · IJS $13,645

Lowest cost0.05%IJH · $5 on $10k

Most income1.42%IJS · $142 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common34.2%IWM and IJS

IWM

IJS

iShares Russell 2000 ETF · $76.6BiShares S&P Small-Cap 600 Value ETF · $7.5B

+19.6%3 years · per year$17,100 · $16,272+17.6%

+5.0%5 years · per year$12,766 · $13,645+6.4%

0.19%Expense ratio$19 · $18 on $10k · lower wins0.18%

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

−11.1%Worst dropSmaller wins−9.3%

18.7%VolatilityLower wins16.2%

1–5IJS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · IJS

0.3%JXN0.9%

0.3%VSXY0.9%

0.3%LTH0.3%

0.3%SM0.8%

Held in common34.2%

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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−0.4%	+15.7%	+19.1%	+17.6%	+6.4%	−9.3%	$7.5B
3	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

All Three

5Y3 funds

#
1	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−0.4%	+15.7%	+19.1%	+17.6%	+6.4%	−9.3%	$7.5B
3	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 IJS

IWM

iShares Russell 2000

$12,766

IJS

iShares S&P Small-Cap 600 Value

$13,645

MeasureIWMIJS

Fee0.19%0.18%

Cost on $10k a year$19$18

Yield1.00%1.42%

5 years, per year+5.0%+6.4%

3 years, per year+19.6%+17.6%

Worst drop · 1Y−11.1%−9.3%

Volatility · 1Y18.7%16.2%

5–1measures won
IJS first

34.2%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IWM, IJS, IJH

Today

34.2%most shared, IWM and IJS

IWMIJSIJH

IWM—34.2%12.9%

IJS34.2%—0.0%

IJH12.9%0.0%—

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

Income After Fees on $10,000

$124most kept, IJS

IJS$142 − $18 = $124

IJH$125 − $5 = $120

IWM$100 − $19 = $81

KeptFee

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