IWM vs MMSC

AIWM

BMMSC

Measures won5–1IWM wins · of 6 · 5Y

$10,000 · 5Y$13,509IWM · MMSC $12,821

Lowest cost0.19%IWM · $19 on $10k

Most income0.96%IWM · $96 on $10k

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

Held in common16.8%IWM and MMSC

IWM

MMSC

iShares Russell 2000 ETF · $77.4BFirst Trust Multi-Manager Small Cap Opportunities ETF · $52M

+21.6%3 years · per year$18,002 · $18,703+23.2%

+6.2%5 years · per year$13,509 · $12,821+5.1%

0.19%Expense ratio$19 · $95 on $10k · lower wins0.95%

0.96%12-mo yield$96 · $0 on $10k0.00%

−11.1%Worst dropSmaller wins−14.3%

18.2%VolatilityLower wins24.0%

5–1IWM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWM · MMSC

0.5%GKOS0.9%

0.3%MOG-A0.5%

0.3%FROG1.5%

0.3%TWST1.2%

Held in common16.8%

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%	$77.4B
2	BMMSC	First Trust Multi-Manager Small Cap Opportunities ETFRead Desk		0.95%	0.00%	+0.3%	+10.9%	+9.3%	+23.2%	+5.1%	−14.3%	$52M

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%	$77.4B
2	BMMSC	First Trust Multi-Manager Small Cap Opportunities ETFRead Desk		0.95%	0.00%	+0.3%	+10.9%	+9.3%	+23.2%	+5.1%	−14.3%	$52M

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 MMSC

IWM

iShares Russell 2000

$13,509

MMSC

First Trust Multi-Manager Small Cap Opportunities

$12,821

MeasureIWMMMSC

Fee0.19%0.95%

Cost on $10k a year$19$95

Yield0.96%0.00%

5 years, per year+6.2%+5.1%

3 years, per year+21.6%+23.2%

Worst drop · 1Y−11.1%−14.3%

Volatility · 1Y18.2%24.0%

5–1measures won
IWM first

16.8%

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%

$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

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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IWM, MMSC

Today

16.8%most shared, IWM and MMSC

IWMMMSC

IWM—16.8%

MMSC16.8%—

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

MMSC$0 − $95 = −$95

KeptFee

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