IWM vs MSML

AIWM

BMSML

Measures won0–2MSML wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · IWM $12,845

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 common39.2%IWM and MSML

IWM

MSML

iShares Russell 2000 ETF · $76.6BiShares MSCI USA Small-Cap ETF · $272M

+19.8%3 years · per year$17,194 · […][…]

+5.1%5 years · per year$12,845 · […][…]

0.19%Expense ratio$19 · $4 on $10k · lower wins0.04%

0.97%12-mo yield$97 · $132 on $10k1.32%

−11.1%Worst dropSmaller wins[…]

18.8%VolatilityLower wins[…]

0–2MSML wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · MSML

0.4%GKOS0.2%

0.4%BTSG0.2%

0.4%FROG0.2%

0.3%UMBF0.2%

Held in common39.2%

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 Three

5Y3 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	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$76.6B
3	BMSML	iShares MSCI USA Small-Cap ETFRead Desk	0.04%	1.32%	+3.5%	new	new	new	new	[…]	$272M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 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	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$76.6B
3	BMSML	iShares MSCI USA Small-Cap ETFRead Desk	0.04%	1.32%	+3.5%	new	new	new	new	[…]	$272M

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 MSML

IWM

iShares Russell 2000

$12,845

MSML

iShares MSCI USA Small-Cap

[…]

MeasureIWMMSML

Fee0.19%0.04%

Cost on $10k a year$19$4

Yield0.97%1.32%

5 years, per year+5.1%[…]

3 years, per year+19.8%[…]

Worst drop · 1Y−11.1%[…]

Volatility · 1Y18.8%[…]

2–0measures won
MSML first

39.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

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%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: IWM, MSML, VTV

Today

39.2%most shared, IWM and MSML

IWMMSMLVTV

IWM—39.2%0.0%

MSML39.2%—0.1%

VTV0.0%0.1%—

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

MSML$132 − $4 = $128

IWM$97 − $19 = $78

KeptFee

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