IWM vs SMLF

AIWM

BSMLF

Measures won0–6SMLF wins · of 6 · 5Y

$10,000 · 5Y$15,942SMLF · VO $13,867

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common28.4%IWM and SMLF

IWM

SMLF

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

+19.8%3 years · per year$17,194 · $17,876+21.4%

+5.1%5 years · per year$12,845 · $15,942+9.8%

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

0.97%12-mo yield$97 · $98 on $10k0.98%

−11.1%Worst dropSmaller wins−8.7%

18.8%VolatilityLower wins17.5%

0–6SMLF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · SMLF

0.4%FROG0.3%

0.3%JXN0.4%

0.3%ALKS0.3%

0.2%MAC0.3%

Held in common28.4%

End-of-day Nov 9, 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%	0.98%	+3.3%	+16.0%	+19.5%	+21.4%	+9.8%	−8.7%	$4.2B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$76.6B

End-of-day Nov 9, 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%	0.98%	+3.3%	+16.0%	+19.5%	+21.4%	+9.8%	−8.7%	$4.2B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$76.6B

End-of-day Nov 9, 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

$12,845

SMLF

iShares U.S. Small-Cap Equity Factor

$15,942

MeasureIWMSMLF

Fee0.19%0.15%

Cost on $10k a year$19$15

Yield0.97%0.98%

5 years, per year+5.1%+9.8%

3 years, per year+19.8%+21.4%

Worst drop · 1Y−11.1%−8.7%

Volatility · 1Y18.8%17.5%

5–0measures won
SMLF first

28.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IWM, SMLF, VO

Today

28.4%most shared, IWM and SMLF

IWMSMLFVO

IWM—28.4%0.0%

SMLF28.4%—1.0%

VO0.0%1.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

SMLF$98 − $15 = $83

IWM$97 − $19 = $78

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee