IWM vs QSML

AIWM

BQSML

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$12,637IWM

Lowest cost0.19%IWM · $19 on $10k

Most income1.01%IWM · $101 on $10k

Smallest drop−10.7%QSML · worst fall in 1Y

Held in common22.4%IWM and QSML

IWM

QSML

iShares Russell 2000 ETF · $77.4BWisdomTree U.S. SmallCap Quality Growth Fund · $13M

+19.4%3 years · per year$17,029 · […][…]

+4.8%5 years · per year$12,637 · […][…]

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

1.01%12-mo yield$101 · $52 on $10k0.52%

−11.1%Worst dropSmaller wins−10.7%

18.7%VolatilityLower wins17.0%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsIWM · QSML

0.3%TGTX0.8%

0.3%ANF0.8%

0.3%QLYS0.7%

0.2%ZETA0.6%

Held in common22.4%

End-of-day Nov 5, 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%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B
2	BQSML	WisdomTree U.S. SmallCap Quality Growth FundRead Desk		0.38%	0.52%	−3.1%	+19.8%	+25.2%	new	new	−10.7%	$13M

End-of-day Nov 5, 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%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B
2	BQSML	WisdomTree U.S. SmallCap Quality Growth FundRead Desk		0.38%	0.52%	−3.1%	+19.8%	+25.2%	new	new	−10.7%	$13M

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

Cards for this view

IWM vs QSML

IWM

iShares Russell 2000

$12,637

QSML

WisdomTree U.S. SmallCap Quality Growth Fund

[…]

MeasureIWMQSML

Fee0.19%0.38%

Cost on $10k a year$19$38

Yield1.01%0.52%

5 years, per year+4.8%[…]

3 years, per year+19.4%[…]

Worst drop · 1Y−11.1%−10.7%

Volatility · 1Y18.7%17.0%

2–2measures won
level

22.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IWM, QSML

Today

22.4%most shared, IWM and QSML

IWMQSML

IWM—22.4%

QSML22.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$82most kept, IWM

IWM$101 − $19 = $82

QSML$52 − $38 = $14

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee