IWM vs SPSM

AIWM

BSPSM

Measures won1–5SPSM wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · SPSM $13,217

Lowest cost0.03%SPSM · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common48.3%IWM and SPSM

IWM

SPSM

iShares Russell 2000 ETF · $75.4BState Street SPDR Portfolio S&P 600 Small Cap ETF · $16.3B

+19.6%3 years · per year$17,100 · $16,165+17.4%

+5.0%5 years · per year$12,766 · $13,217+5.7%

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

1.00%12-mo yield$100 · $154 on $10k1.54%

−11.1%Worst dropSmaller wins−9.6%

18.7%VolatilityLower wins16.1%

1–5SPSM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · SPSM

0.3%RHP0.5%

0.3%JXN0.5%

0.3%TGTX0.5%

0.3%PTGX0.5%

Held in common48.3%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BSPSM	State Street SPDR Portfolio S&P 600 Small Cap ETFRead Desk	0.03%	1.54%	+0.1%	+15.5%	+17.6%	+17.4%	+5.7%	−9.6%	$16.3B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BSPSM	State Street SPDR Portfolio S&P 600 Small Cap ETFRead Desk	0.03%	1.54%	+0.1%	+15.5%	+17.6%	+17.4%	+5.7%	−9.6%	$16.3B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B

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 SPSM

IWM

iShares Russell 2000

$12,766

SPSM

SPDR Portfolio S&P 600 Small Cap

$13,217

MeasureIWMSPSM

Fee0.19%0.03%

Cost on $10k a year$19$3

Yield1.00%1.54%

5 years, per year+5.0%+5.7%

3 years, per year+19.6%+17.4%

Worst drop · 1Y−11.1%−9.6%

Volatility · 1Y18.7%16.1%

5–1measures won
SPSM first

48.3%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$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

Overlap: IWM, SPSM, VTV

Today

48.3%most shared, IWM and SPSM

IWMSPSMVTV

IWM—48.3%0.0%

SPSM48.3%—0.0%

VTV0.0%0.0%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

SPSM$154 − $3 = $151

IWM$100 − $19 = $81

KeptFee

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