IWM vs SMLF

AIWM

BSMLF

Measures won0–6SMLF wins · of 6 · 5Y

$10,000 · 5Y$15,772SMLF · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.25%IJH · $125 on $10k

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

Held in common28.5%IWM and SMLF

IWM

SMLF

iShares Russell 2000 ETF · $76.6BiShares U.S. Small-Cap Equity Factor ETF · $4.2B

+19.6%3 years · per year$17,100 · $17,680+20.9%

+5.0%5 years · per year$12,766 · $15,772+9.5%

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

1.00%12-mo yield$100 · $102 on $10k1.02%

−11.1%Worst dropSmaller wins−8.7%

18.7%VolatilityLower wins17.3%

0–6SMLF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · SMLF

0.3%JXN0.4%

0.3%ALKS0.3%

0.2%MAC0.3%

0.2%ANF0.2%

Held in common28.5%

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	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	1.02%	+0.5%	+12.3%	+13.5%	+20.9%	+9.5%	−8.7%	$4.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
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	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	1.02%	+0.5%	+12.3%	+13.5%	+20.9%	+9.5%	−8.7%	$4.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
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 SMLF

IWM

iShares Russell 2000

$12,766

SMLF

iShares U.S. Small-Cap Equity Factor

$15,772

MeasureIWMSMLF

Fee0.19%0.15%

Cost on $10k a year$19$15

Yield1.00%1.02%

5 years, per year+5.0%+9.5%

3 years, per year+19.6%+20.9%

Worst drop · 1Y−11.1%−8.7%

Volatility · 1Y18.7%17.3%

5–0measures won
SMLF first

28.5%

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, SMLF, IJH

Today

40.4%most shared, SMLF and IJH

IWMSMLFIJH

IWM—28.5%12.9%

SMLF28.5%—40.4%

IJH12.9%40.4%—

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

SMLF$102 − $15 = $87

IWM$100 − $19 = $81

KeptFee

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