IWM vs MMSC

AIWM

BMMSC

Measures won5–1IWM wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWM $12,766

Lowest cost0.03%VUG · $3 on $10k

Most income1.00%IWM · $100 on $10k

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

Held in common16.5%IWM and MMSC

IWM

MMSC

iShares Russell 2000 ETF · $76.6BFirst Trust Multi-Manager Small Cap Opportunities ETF · $52M

+19.6%3 years · per year$17,100 · $17,714+21.0%

+5.0%5 years · per year$12,766 · $11,900+3.5%

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

1.00%12-mo yield$100 · $0 on $10k0.00%

−11.1%Worst dropSmaller wins−15.3%

18.7%VolatilityLower wins24.6%

5–1IWM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · MMSC

0.4%GKOS0.9%

0.3%MOG-A0.4%

0.3%HQY0.7%

0.3%PTGX1.2%

Held in common16.5%

End-of-day Nov 6, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B
3	BMMSC	First Trust Multi-Manager Small Cap Opportunities ETFRead Desk	0.95%	0.00%	+1.8%	+6.5%	+5.7%	+21.0%	+3.5%	−15.3%	$52M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B
3	BMMSC	First Trust Multi-Manager Small Cap Opportunities ETFRead Desk	0.95%	0.00%	+1.8%	+6.5%	+5.7%	+21.0%	+3.5%	−15.3%	$52M

End-of-day Nov 6, 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

$12,766

MMSC

First Trust Multi-Manager Small Cap Opportunities

$11,900

MeasureIWMMMSC

Fee0.19%0.95%

Cost on $10k a year$19$95

Yield1.00%0.00%

5 years, per year+5.0%+3.5%

3 years, per year+19.6%+21.0%

Worst drop · 1Y−11.1%−15.3%

Volatility · 1Y18.7%24.6%

5–1measures won
IWM first

16.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: IWM, MMSC, VUG

Today

16.5%most shared, IWM and MMSC

IWMMMSCVUG

IWM—16.5%0.0%

MMSC16.5%—0.0%

VUG0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$81most kept, IWM

IWM$100 − $19 = $81

VUG$42 − $3 = $39

MMSC$0 − $95 = −$95

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee