IWM vs PSC

AIWM

BPSC

Measures won2–4PSC wins · of 6 · 5Y

$10,000 · 5Y$15,837PSC · IWM $13,509

Lowest cost0.19%IWM · $19 on $10k

Most income0.96%IWM · $96 on $10k

Smallest drop−10.0%PSC · worst fall in 1Y

Held in common39.3%IWM and PSC

IWM

PSC

iShares Russell 2000 ETF · $77.4BPrincipal U.S. Small-Cap Multi-Factor ETF · $2.7B

+21.6%3 years · per year$18,002 · $18,603+23.0%

+6.2%5 years · per year$13,509 · $15,837+9.6%

0.19%Expense ratio$19 · $38 on $10k · lower wins0.38%

0.96%12-mo yield$96 · $58 on $10k0.58%

−11.1%Worst dropSmaller wins−10.0%

18.2%VolatilityLower wins16.7%

2–4PSC wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWM · PSC

0.4%BTSG0.7%

0.3%MOG-A0.6%

0.3%VSAT0.4%

0.3%TWST0.9%

Held in common39.3%

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	BPSC	Principal U.S. Small-Cap Multi-Factor ETFRead Desk		0.38%	0.58%	+1.5%	+20.4%	+23.2%	+23.0%	+9.6%	−10.0%	$2.7B
2	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B

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	BPSC	Principal U.S. Small-Cap Multi-Factor ETFRead Desk		0.38%	0.58%	+1.5%	+20.4%	+23.2%	+23.0%	+9.6%	−10.0%	$2.7B
2	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B

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 PSC

IWM

iShares Russell 2000

$13,509

PSC

Principal U.S. Small-Cap Multi-Factor

$15,837

MeasureIWMPSC

Fee0.19%0.38%

Cost on $10k a year$19$38

Yield0.96%0.58%

5 years, per year+6.2%+9.6%

3 years, per year+21.6%+23.0%

Worst drop · 1Y−11.1%−10.0%

Volatility · 1Y18.2%16.7%

4–2measures won
PSC first

39.3%

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, PSC

Today

39.3%most shared, IWM and PSC

IWMPSC

IWM—39.3%

PSC39.3%—

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

PSC$58 − $38 = $20

KeptFee

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