IWM vs SMMV

AIWM

BSMMV

Measures won2–4SMMV wins · of 6 · 5Y

$10,000 · 5Y$13,312SMMV · IWM $12,766

Lowest cost0.19%IWM · $19 on $10k

Most income1.58%SMMV · $158 on $10k

Smallest drop−7.0%SMMV · worst fall in 1Y

Held in common17.3%IWM and SMMV

IWM

SMMV

iShares Russell 2000 ETF · $76.6BiShares MSCI USA Small-Cap Min Vol Factor ETF · $277M

+19.6%3 years · per year$17,100 · $15,003+14.5%

+5.0%5 years · per year$12,766 · $13,312+5.9%

0.19%Expense ratio$19 · $20 on $10k · lower wins0.20%

1.00%12-mo yield$100 · $158 on $10k1.58%

−11.1%Worst dropSmaller wins−7.0%

18.7%VolatilityLower wins9.8%

2–4SMMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWM · SMMV

0.3%CTRE1.0%

0.3%PTGX0.5%

0.3%KRYS0.3%

0.3%HQY0.3%

Held in common17.3%

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	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk		0.20%	1.58%	−0.7%	+8.8%	+11.9%	+14.5%	+5.9%	−7.0%	$277M
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	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk		0.20%	1.58%	−0.7%	+8.8%	+11.9%	+14.5%	+5.9%	−7.0%	$277M
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 SMMV

IWM

iShares Russell 2000

$12,766

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,312

MeasureIWMSMMV

Fee0.19%0.20%

Cost on $10k a year$19$20

Yield1.00%1.58%

5 years, per year+5.0%+5.9%

3 years, per year+19.6%+14.5%

Worst drop · 1Y−11.1%−7.0%

Volatility · 1Y18.7%9.8%

4–2measures won
SMMV first

17.3%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IWM, SMMV

Today

17.3%most shared, IWM and SMMV

IWMSMMV

IWM—17.3%

SMMV17.3%—

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

Income After Fees on $10,000

$138most kept, SMMV

SMMV$158 − $20 = $138

IWM$100 − $19 = $81

KeptFee

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