IWM vs ISCG

AIWM

BISCG

Measures won4–2IWM wins · of 6 · 5Y

$10,000 · 5Y$13,509IWM · ISCG $12,768

Lowest cost0.06%ISCG · $6 on $10k

Most income0.96%IWM · $96 on $10k

Smallest drop−11.1%IWM · worst fall in 1Y

Held in common40.1%IWM and ISCG

IWM

ISCG

iShares Russell 2000 ETF · $75.8BiShares Morningstar Small-Cap Growth ETF · $966M

+21.6%3 years · per year$18,002 · $17,783+21.2%

+6.2%5 years · per year$13,509 · $12,768+5.0%

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

0.96%12-mo yield$96 · $65 on $10k0.65%

−11.1%Worst dropSmaller wins−11.4%

18.2%VolatilityLower wins18.0%

4–2IWM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWM · ISCG

0.5%GKOS0.4%

0.4%BTSG0.3%

0.3%MOG-A0.3%

0.3%FROG0.3%

Held in common40.1%

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

Both

5Y2 funds

#			Trend
1	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B
2	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk		0.06%	0.65%	+0.7%	+12.3%	+13.0%	+21.2%	+5.0%	−11.4%	$966M

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

Both

5Y2 funds

#			Trend
1	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B
2	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk		0.06%	0.65%	+0.7%	+12.3%	+13.0%	+21.2%	+5.0%	−11.4%	$966M

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 ISCG

IWM

iShares Russell 2000

$13,509

ISCG

iShares Morningstar Small-Cap Growth

$12,768

MeasureIWMISCG

Fee0.19%0.06%

Cost on $10k a year$19$6

Yield0.96%0.65%

5 years, per year+6.2%+5.0%

3 years, per year+21.6%+21.2%

Worst drop · 1Y−11.1%−11.4%

Volatility · 1Y18.2%18.0%

4–2measures won
IWM first

40.1%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: IWM, ISCG

Today

40.1%most shared, IWM and ISCG

IWMISCG

IWM—40.1%

ISCG40.1%—

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

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

ISCG$65 − $6 = $59

KeptFee

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