IWM vs STXK

AIWM

BSTXK

Measures won1–4STXK wins · of 6 · 5Y

$10,000 · 5Y$12,637IWM

Lowest cost0.18%STXK · $18 on $10k

Most income1.21%STXK · $121 on $10k

Smallest drop−10.3%STXK · worst fall in 1Y

Held in common50.6%IWM and STXK

IWM

STXK

iShares Russell 2000 ETF · $77.4BStrive Small-Cap ETF · $79M

+19.4%3 years · per year$17,029 · $16,013+17.0%

+4.8%5 years · per year$12,637 · […][…]

0.19%Expense ratio$19 · $18 on $10k · lower wins0.18%

1.01%12-mo yield$101 · $121 on $10k1.21%

−11.1%Worst dropSmaller wins−10.3%

18.7%VolatilityLower wins16.1%

1–4STXK wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWM · STXK

0.3%IDCC0.3%

0.3%TXG0.3%

0.3%ANF0.3%

0.3%QLYS0.3%

Held in common50.6%

End-of-day Nov 5, 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	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B
2	BSTXK	Strive Small-Cap ETFRead Desk		0.18%	1.21%	−3.2%	+9.9%	+12.8%	+17.0%	new	−10.3%	$79M

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

Both

5Y2 funds

#			Trend
1	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B
2	BSTXK	Strive Small-Cap ETFRead Desk		0.18%	1.21%	−3.2%	+9.9%	+12.8%	+17.0%	new	−10.3%	$79M

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

Cards for this view

IWM vs STXK

IWM

iShares Russell 2000

$12,637

STXK

Strive Small-Cap

[…]

MeasureIWMSTXK

Fee0.19%0.18%

Cost on $10k a year$19$18

Yield1.01%1.21%

5 years, per year+4.8%[…]

3 years, per year+19.4%+17.0%

Worst drop · 1Y−11.1%−10.3%

Volatility · 1Y18.7%16.1%

4–1measures won
STXK first

50.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IWM, STXK

Today

50.6%most shared, IWM and STXK

IWMSTXK

IWM—50.6%

STXK50.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$103most kept, STXK

STXK$121 − $18 = $103

IWM$101 − $19 = $82

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee