IWM vs SVAL

AIWM

BSVAL

Measures won1–5SVAL wins · of 6 · 5Y

$10,000 · 5Y$15,861SVAL · IWM $13,509

Lowest cost0.19%IWM · $19 on $10k

Most income2.15%SVAL · $215 on $10k

Smallest drop−9.0%SVAL · worst fall in 1Y

Held in common14.4%IWM and SVAL

IWM

SVAL

iShares Russell 2000 ETF · $75.8BiShares US Small Cap Value Factor ETF · $163M

+21.6%3 years · per year$18,002 · $18,358+22.4%

+6.2%5 years · per year$13,509 · $15,861+9.7%

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

0.96%12-mo yield$96 · $215 on $10k2.15%

−11.1%Worst dropSmaller wins−9.0%

18.2%VolatilityLower wins14.9%

1–5SVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWM · SVAL

0.2%ANF0.7%

0.2%SWX0.4%

0.2%MATX0.5%

0.2%BKH0.4%

Held in common14.4%

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

Both

5Y2 funds

#			Trend
1	BSVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.15%	+1.3%	+28.3%	+34.2%	+22.4%	+9.7%	−9.0%	$163M
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

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.15%	+1.3%	+28.3%	+34.2%	+22.4%	+9.7%	−9.0%	$163M
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

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 SVAL

IWM

iShares Russell 2000

$13,509

SVAL

iShares US Small Cap Value Factor

$15,861

MeasureIWMSVAL

Fee0.19%0.20%

Cost on $10k a year$19$20

Yield0.96%2.15%

5 years, per year+6.2%+9.7%

3 years, per year+21.6%+22.4%

Worst drop · 1Y−11.1%−9.0%

Volatility · 1Y18.2%14.9%

5–1measures won
SVAL first

14.4%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: IWM, SVAL

Today

14.4%most shared, IWM and SVAL

IWMSVAL

IWM—14.4%

SVAL14.4%—

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

Income After Fees on $10,000

$195most kept, SVAL

SVAL$215 − $20 = $195

IWM$96 − $19 = $77

KeptFee

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