IWM vs SVAL

AIWM

BSVAL

Measures won1–5SVAL wins · of 6 · 5Y

$10,000 · 5Y$14,959SVAL · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income2.23%SVAL · $223 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common14.3%IWM and SVAL

IWM

SVAL

iShares Russell 2000 ETF · $75.4BiShares US Small Cap Value Factor ETF · $159M

+19.4%3 years · per year$17,029 · $17,555+20.6%

+4.8%5 years · per year$12,637 · $14,959+8.4%

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

1.01%12-mo yield$101 · $223 on $10k2.23%

−11.1%Worst dropSmaller wins−9.0%

18.7%VolatilityLower wins15.4%

1–5SVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · SVAL

0.3%ANF0.8%

0.2%SWX0.4%

0.2%BKH0.4%

0.2%MATX0.5%

Held in common14.3%

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

All Three

5Y3 funds

#
1	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.23%	−3.9%	+23.2%	+29.8%	+20.6%	+8.4%	−9.0%	$159M
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$75.4B

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

All Three

5Y3 funds

#
1	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.23%	−3.9%	+23.2%	+29.8%	+20.6%	+8.4%	−9.0%	$159M
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$75.4B

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 SVAL

IWM

iShares Russell 2000

$12,637

SVAL

iShares US Small Cap Value Factor

$14,959

MeasureIWMSVAL

Fee0.19%0.20%

Cost on $10k a year$19$20

Yield1.01%2.23%

5 years, per year+4.8%+8.4%

3 years, per year+19.4%+20.6%

Worst drop · 1Y−11.1%−9.0%

Volatility · 1Y18.7%15.4%

5–1measures won
SVAL first

14.3%

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%

$75.4BAssets$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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IWM, SVAL, IJH

Today

14.3%most shared, IWM and SVAL

IWMSVALIJH

IWM—14.3%12.8%

SVAL14.3%—2.1%

IJH12.8%2.1%—

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

Income After Fees on $10,000

$203most kept, SVAL

SVAL$223 − $20 = $203

IJH$126 − $5 = $121

IWM$101 − $19 = $82

KeptFee

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