IWM vs PSC

AIWM

BPSC

Measures won2–4PSC wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · PSC $15,088

Lowest cost0.03%VUG · $3 on $10k

Most income1.00%IWM · $100 on $10k

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

Held in common39.6%IWM and PSC

IWM

PSC

iShares Russell 2000 ETF · $76.6BPrincipal U.S. Small-Cap Multi-Factor ETF · $2.6B

+19.6%3 years · per year$17,100 · $17,510+20.5%

+5.0%5 years · per year$12,766 · $15,088+8.6%

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

1.00%12-mo yield$100 · $61 on $10k0.61%

−11.1%Worst dropSmaller wins−10.0%

18.7%VolatilityLower wins17.1%

2–4PSC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · PSC

0.4%BTSG0.7%

0.3%EAT0.9%

0.3%CTRE0.7%

0.3%MOG-A0.5%

Held in common39.6%

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	BPSC	Principal U.S. Small-Cap Multi-Factor ETFRead Desk	0.38%	0.61%	0.0%	+15.4%	+17.2%	+20.5%	+8.6%	−10.0%	$2.6B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B

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	BPSC	Principal U.S. Small-Cap Multi-Factor ETFRead Desk	0.38%	0.61%	0.0%	+15.4%	+17.2%	+20.5%	+8.6%	−10.0%	$2.6B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B

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 PSC

IWM

iShares Russell 2000

$12,766

PSC

Principal U.S. Small-Cap Multi-Factor

$15,088

MeasureIWMPSC

Fee0.19%0.38%

Cost on $10k a year$19$38

Yield1.00%0.61%

5 years, per year+5.0%+8.6%

3 years, per year+19.6%+20.5%

Worst drop · 1Y−11.1%−10.0%

Volatility · 1Y18.7%17.1%

4–2measures won
PSC first

39.6%

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, PSC, VUG

Today

39.6%most shared, IWM and PSC

IWMPSCVUG

IWM—39.6%0.0%

PSC39.6%—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

PSC$61 − $38 = $23

KeptFee

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