IWM vs IWN

AIWM

BIWN

Measures won1–5IWN wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · IWN $13,927

Lowest cost0.18%IWF · $18 on $10k

Most income1.54%IWN · $154 on $10k

Smallest drop−8.5%IWN · worst fall in 1Y

Held in common55.6%IWM and IWN

IWM

IWN

iShares Russell 2000 ETF · $75.4BiShares Russell 2000 Value ETF · $13.9B

+19.4%3 years · per year$17,029 · $17,460+20.4%

+4.8%5 years · per year$12,637 · $13,927+6.8%

0.19%Expense ratio$19 · $24 on $10k · lower wins0.24%

1.01%12-mo yield$101 · $154 on $10k1.54%

−11.1%Worst dropSmaller wins−8.5%

18.7%VolatilityLower wins15.9%

1–5IWN wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · IWN

0.3%UMBF0.6%

0.3%ONB0.5%

0.3%JXN0.6%

0.3%CTRE0.6%

Held in common55.6%

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	BIWN	iShares Russell 2000 Value ETFRead Desk	0.24%	1.54%	−3.5%	+17.7%	+22.7%	+20.4%	+6.8%	−8.5%	$13.9B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$75.4B

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	BIWN	iShares Russell 2000 Value ETFRead Desk	0.24%	1.54%	−3.5%	+17.7%	+22.7%	+20.4%	+6.8%	−8.5%	$13.9B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$75.4B

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 IWN

IWM

iShares Russell 2000

$12,637

IWN

iShares Russell 2000 Value

$13,927

MeasureIWMIWN

Fee0.19%0.24%

Cost on $10k a year$19$24

Yield1.01%1.54%

5 years, per year+4.8%+6.8%

3 years, per year+19.4%+20.4%

Worst drop · 1Y−11.1%−8.5%

Volatility · 1Y18.7%15.9%

5–1measures won
IWN first

55.6%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IWM, IWN, IWF

Today

55.6%most shared, IWM and IWN

IWMIWNIWF

IWM—55.6%0.0%

IWN55.6%—0.0%

IWF0.0%0.0%—

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

Income After Fees on $10,000

$130most kept, IWN

IWN$154 − $24 = $130

IWM$101 − $19 = $82

IWF$39 − $18 = $21

KeptFee

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