IWM vs IJS

AIWM

BIJS

Measures won1–5IJS wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · IJS $14,359

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common33.9%IWM and IJS

IWM

IJS

iShares Russell 2000 ETF · $77.4BiShares S&P Small-Cap 600 Value ETF · $7.8B

+21.6%3 years · per year$18,002 · $17,153+19.7%

+6.2%5 years · per year$13,509 · $14,359+7.5%

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

0.96%12-mo yield$96 · $137 on $10k1.37%

−11.1%Worst dropSmaller wins−9.3%

18.2%VolatilityLower wins15.9%

1–5IJS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · IJS

0.3%JXN0.9%

0.3%SM0.9%

0.2%VSXY0.9%

0.2%MAC0.4%

Held in common33.9%

End-of-day Nov 4, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−9.3%	$7.8B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−9.3%	$7.8B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B

End-of-day Nov 4, 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

$13,509

IJS

iShares S&P Small-Cap 600 Value

$14,359

MeasureIWMIJS

Fee0.19%0.18%

Cost on $10k a year$19$18

Yield0.96%1.37%

5 years, per year+6.2%+7.5%

3 years, per year+21.6%+19.7%

Worst drop · 1Y−11.1%−9.3%

Volatility · 1Y18.2%15.9%

5–1measures won
IJS first

33.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: IWM, IJS, VTV

Today

33.9%most shared, IWM and IJS

IWMIJSVTV

IWM—33.9%0.0%

IJS33.9%—0.0%

VTV0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

IJS$137 − $18 = $119

IWM$96 − $19 = $77

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee