IWM vs IJS

AIWM

BIJS

Measures won1–5IJS wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · VO $13,867

Lowest cost0.03%VO · $3 on $10k

Most income1.38%IJS · $138 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common33.9%IWM and IJS

IWM

IJS

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

+19.8%3 years · per year$17,194 · $16,208+17.5%

+5.1%5 years · per year$12,845 · $13,632+6.4%

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

0.97%12-mo yield$97 · $138 on $10k1.38%

−11.1%Worst dropSmaller wins−9.3%

18.8%VolatilityLower wins16.3%

1–5IJS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIWM · IJS

0.3%JXN0.9%

0.3%VSXY0.9%

0.3%LTH0.3%

0.3%SM0.8%

Held in common33.9%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.38%	+2.8%	+18.9%	+24.5%	+17.5%	+6.4%	−9.3%	$7.5B
4	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$76.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.38%	+2.8%	+18.9%	+24.5%	+17.5%	+6.4%	−9.3%	$7.5B
4	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$76.6B

End-of-day Nov 9, 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

$12,845

IJS

iShares S&P Small-Cap 600 Value

$13,632

MeasureIWMIJS

Fee0.19%0.18%

Cost on $10k a year$19$18

Yield0.97%1.38%

5 years, per year+5.1%+6.4%

3 years, per year+19.8%+17.5%

Worst drop · 1Y−11.1%−9.3%

Volatility · 1Y18.8%16.3%

5–1measures won
IJS first

33.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: IWM, IJS, VO, IWF

Today

33.9%most shared, IWM and IJS

IWMIJSVOIWF

IWM—33.9%0.0%0.0%

IJS33.9%—0.0%0.0%

VO0.0%0.0%—9.2%

IWF0.0%0.0%9.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IJS$138 − $18 = $120

IWM$97 − $19 = $78

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee