IWM vs SSCP

AIWM

BSSCP

Measures won2–0IWM wins · of 6 · 5Y

$10,000 · 5Y$13,867VO · IJR $13,293

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 common0.9%IWM and SSCP

IWM

SSCP

iShares Russell 2000 ETF · $76.6BSMART Small Cap ETF · $14M

+19.8%3 years · per year$17,192 · […][…]

+5.1%5 years · per year$12,844 · […][…]

0.19%Expense ratio$19 · $79 on $10k · lower wins0.79%

0.97%12-mo yield$97 · $0 on $10k0.00%

−11.1%Worst dropSmaller wins[…]

18.8%VolatilityLower wins[…]

2–0IWM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIWM · SSCP

0.1%VIA7.8%

0.1%WKC2.0%

0.1%ASTH3.8%

0.1%GCT7.4%

Held in common0.9%

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 Four

5Y4 funds

#
1	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
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.20%	+3.3%	+19.3%	+23.1%	+17.5%	+5.9%	−9.7%	$103.8B
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
4	BSSCP	SMART Small Cap ETFRead Desk	0.79%	0.00%	+0.3%	new	new	new	new	[…]	$14M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	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
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.20%	+3.3%	+19.3%	+23.1%	+17.5%	+5.9%	−9.7%	$103.8B
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
4	BSSCP	SMART Small Cap ETFRead Desk	0.79%	0.00%	+0.3%	new	new	new	new	[…]	$14M

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 SSCP

IWM

iShares Russell 2000

$12,844

SSCP

SMART Small Cap

[…]

MeasureIWMSSCP

Fee0.19%0.79%

Cost on $10k a year$19$79

Yield0.97%0.00%

5 years, per year+5.1%[…]

3 years, per year+19.8%[…]

Worst drop · 1Y−11.1%[…]

Volatility · 1Y18.8%[…]

2–0measures won
IWM first

0.9%

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

+33.1%

VIGVanguard

+14.8%

+33.1%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, SSCP, VO, IJR

Today

48.3%most shared, IWM and IJR

IWMSSCPVOIJR

IWM—0.9%0.0%48.3%

SSCP0.9%—0.0%0.4%

VO0.0%0.0%—0.0%

IJR48.3%0.4%0.0%—

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

IJR$120 − $6 = $114

IWM$97 − $19 = $78

SSCP$0 − $79 = −$79

KeptFee

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