IWM vs SSCP

AIWM

BSSCP

Measures won2–0IWM wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · IWM $13,509

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

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

Held in common0.8%IWM and SSCP

IWM

SSCP

iShares Russell 2000 ETF · $75.8BSMART Small Cap ETF · $14M

+21.6%3 years · per year$18,002 · […][…]

+6.2%5 years · per year$13,509 · […][…]

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

0.96%12-mo yield$96 · $0 on $10k0.00%

−11.1%Worst dropSmaller wins[…]

18.2%VolatilityLower wins[…]

2–0IWM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · SSCP

0.1%WKC2.1%

0.1%VIA7.5%

0.1%HOPE1.9%

0.1%NAT2.3%

Held in common0.8%

End-of-day Nov 4, 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%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B
3	BSSCP	SMART Small Cap ETFRead Desk	0.79%	0.00%	+2.4%	new	new	new	new	[…]	$14M

End-of-day Nov 4, 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%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B
3	BSSCP	SMART Small Cap ETFRead Desk	0.79%	0.00%	+2.4%	new	new	new	new	[…]	$14M

End-of-day Nov 4, 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

$13,509

SSCP

SMART Small Cap

[…]

MeasureIWMSSCP

Fee0.19%0.79%

Cost on $10k a year$19$79

Yield0.96%0.00%

5 years, per year+6.2%[…]

3 years, per year+21.6%[…]

Worst drop · 1Y−11.1%[…]

Volatility · 1Y18.2%[…]

2–0measures won
IWM first

0.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: IWM, SSCP, VTV

Today

0.8%most shared, IWM and SSCP

IWMSSCPVTV

IWM—0.8%0.0%

SSCP0.8%—0.0%

VTV0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

IWM$96 − $19 = $77

SSCP$0 − $79 = −$79

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee