IWM vs SMLF

AIWM

BSMLF

Measures won0–6SMLF wins · of 6 · 5Y

$10,000 · 5Y$16,794SMLF · IWM $13,509

Lowest cost0.15%SMLF · $15 on $10k

Most income0.98%SMLF · $98 on $10k

Smallest drop−8.7%SMLF · worst fall in 1Y

Held in common28.5%IWM and SMLF

IWM

SMLF

iShares Russell 2000 ETF · $77.4BiShares U.S. Small-Cap Equity Factor ETF · $4.3B

+21.6%3 years · per year$18,002 · $18,634+23.1%

+6.2%5 years · per year$13,509 · $16,794+10.9%

0.19%Expense ratio$19 · $15 on $10k · lower wins0.15%

0.96%12-mo yield$96 · $98 on $10k0.98%

−11.1%Worst dropSmaller wins−8.7%

18.2%VolatilityLower wins16.9%

0–6SMLF wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWM · SMLF

0.3%JXN0.4%

0.3%FROG0.3%

0.3%ALKS0.3%

0.2%MAC0.3%

Held in common28.5%

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	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	0.98%	+1.2%	+16.7%	+18.1%	+23.1%	+10.9%	−8.7%	$4.3B
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	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	0.98%	+1.2%	+16.7%	+18.1%	+23.1%	+10.9%	−8.7%	$4.3B
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 SMLF

IWM

iShares Russell 2000

$13,509

SMLF

iShares U.S. Small-Cap Equity Factor

$16,794

MeasureIWMSMLF

Fee0.19%0.15%

Cost on $10k a year$19$15

Yield0.96%0.98%

5 years, per year+6.2%+10.9%

3 years, per year+21.6%+23.1%

Worst drop · 1Y−11.1%−8.7%

Volatility · 1Y18.2%16.9%

5–0measures won
SMLF first

28.5%

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, SMLF

Today

28.5%most shared, IWM and SMLF

IWMSMLF

IWM—28.5%

SMLF28.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$83most kept, SMLF

SMLF$98 − $15 = $83

IWM$96 − $19 = $77

KeptFee

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