IWM vs ISCV

AIWM

BISCV

Measures won0–6ISCV wins · of 6 · 5Y

$10,000 · 5Y$14,759ISCV · IWM $12,637

Lowest cost0.06%ISCV · $6 on $10k

Most income1.91%ISCV · $191 on $10k

Smallest drop−9.3%ISCV · worst fall in 1Y

Held in common39.5%IWM and ISCV

IWM

ISCV

iShares Russell 2000 ETF · $77.4BiShares Morningstar Small Cap Value ETF · $707M

+19.4%3 years · per year$17,029 · $17,116+19.6%

+4.8%5 years · per year$12,637 · $14,759+8.1%

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

1.01%12-mo yield$101 · $191 on $10k1.91%

−11.1%Worst dropSmaller wins−9.3%

18.7%VolatilityLower wins14.7%

0–6ISCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWM · ISCV

0.3%UMBF0.3%

0.3%JXN0.3%

0.3%ONB0.3%

0.3%SM0.2%

Held in common39.5%

End-of-day Nov 5, 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	BISCV	iShares Morningstar Small Cap Value ETFRead Desk		0.06%	1.91%	−2.9%	+15.6%	+21.9%	+19.6%	+8.1%	−9.3%	$707M
2	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B

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

Both

5Y2 funds

#			Trend
1	BISCV	iShares Morningstar Small Cap Value ETFRead Desk		0.06%	1.91%	−2.9%	+15.6%	+21.9%	+19.6%	+8.1%	−9.3%	$707M
2	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B

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

Cards for this view

IWM vs ISCV

IWM

iShares Russell 2000

$12,637

ISCV

iShares Morningstar Small Cap Value

$14,759

MeasureIWMISCV

Fee0.19%0.06%

Cost on $10k a year$19$6

Yield1.01%1.91%

5 years, per year+4.8%+8.1%

3 years, per year+19.4%+19.6%

Worst drop · 1Y−11.1%−9.3%

Volatility · 1Y18.7%14.7%

6–0measures won
ISCV first

39.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IWM, ISCV

Today

39.5%most shared, IWM and ISCV

IWMISCV

IWM—39.5%

ISCV39.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$185most kept, ISCV

ISCV$191 − $6 = $185

IWM$101 − $19 = $82

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee