IWM vs SCHA

AIWM

BSCHA

Measures won2–4SCHA wins · of 6 · 5Y

$10,000 · 5Y$13,171SCHA · IWM $12,766

Lowest cost0.03%SCHA · $3 on $10k

Most income1.15%SCHA · $115 on $10k

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

Held in common66.1%IWM and SCHA

IWM

SCHA

iShares Russell 2000 ETF · $76.6BSchwab U.S. Small-Cap ETF · $21.7B

+19.6%3 years · per year$17,100 · $17,285+20.0%

+5.0%5 years · per year$12,766 · $13,171+5.7%

0.19%Expense ratio$19 · $3 on $10k · lower wins0.03%

1.00%12-mo yield$100 · $115 on $10k1.15%

−11.1%Worst dropSmaller wins−11.2%

18.7%VolatilityLower wins19.1%

2–4SCHA wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWM · SCHA

0.4%GKOS0.3%

0.4%BTSG0.3%

0.3%UMBF0.2%

0.3%KYMR0.2%

Held in common66.1%

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

Both

5Y2 funds

#			Trend
1	BSCHA	Schwab U.S. Small-Cap ETFRead Desk		0.03%	1.15%	−4.3%	+13.7%	+18.2%	+20.0%	+5.7%	−11.2%	$21.7B
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

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

Both

5Y2 funds

#			Trend
1	BSCHA	Schwab U.S. Small-Cap ETFRead Desk		0.03%	1.15%	−4.3%	+13.7%	+18.2%	+20.0%	+5.7%	−11.2%	$21.7B
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

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 SCHA

IWM

iShares Russell 2000

$12,766

SCHA

Schwab U.S. Small-Cap

$13,171

MeasureIWMSCHA

Fee0.19%0.03%

Cost on $10k a year$19$3

Yield1.00%1.15%

5 years, per year+5.0%+5.7%

3 years, per year+19.6%+20.0%

Worst drop · 1Y−11.1%−11.2%

Volatility · 1Y18.7%19.1%

4–2measures won
SCHA first

66.1%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IWM, SCHA

Today

66.1%most shared, IWM and SCHA

IWMSCHA

IWM—66.1%

SCHA66.1%—

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

Income After Fees on $10,000

$112most kept, SCHA

SCHA$115 − $3 = $112

IWM$100 − $19 = $81

KeptFee

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