IWM vs JSML

AIWM

BJSML

Measures won4–2IWM wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · IWF $15,892

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common14.3%IWM and JSML

IWM

JSML

iShares Russell 2000 ETF · $77.9BJanus Henderson Small Cap Growth Alpha ETF · $366M

+19.8%3 years · per year$17,194 · $18,608+23.0%

+5.1%5 years · per year$12,845 · $13,517+6.2%

0.19%Expense ratio$19 · $30 on $10k · lower wins0.30%

0.97%12-mo yield$97 · $30 on $10k0.30%

−11.1%Worst dropSmaller wins−14.8%

18.8%VolatilityLower wins22.4%

4–2IWM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIWM · JSML

0.4%BTSG1.2%

0.3%MOG-A0.8%

0.3%EAT1.5%

0.3%RHP2.2%

Held in common14.3%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	BJSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk	0.30%	0.30%	+3.5%	+20.7%	+21.9%	+23.0%	+6.2%	−14.8%	$366M
4	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$77.9B

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	BJSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk	0.30%	0.30%	+3.5%	+20.7%	+21.9%	+23.0%	+6.2%	−14.8%	$366M
4	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$77.9B

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 JSML

IWM

iShares Russell 2000

$12,845

JSML

Janus Henderson Small Cap Growth Alpha

$13,517

MeasureIWMJSML

Fee0.19%0.30%

Cost on $10k a year$19$30

Yield0.97%0.30%

5 years, per year+5.1%+6.2%

3 years, per year+19.8%+23.0%

Worst drop · 1Y−11.1%−14.8%

Volatility · 1Y18.8%22.4%

4–2measures won
IWM first

14.3%

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$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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%

$77.9BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

Overlap: IWM, JSML, IWF, VTV

Today

14.3%most shared, IWM and JSML

IWMJSMLIWFVTV

IWM—14.3%0.0%0.0%

JSML14.3%—0.0%0.0%

IWF0.0%0.0%—11.8%

VTV0.0%0.0%11.8%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IWM$97 − $19 = $78

IWF$38 − $18 = $20

JSML$30 − $30 = $0

KeptFee

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