IWM vs SVAL

AIWM

BSVAL

Measures won1–5SVAL wins · of 6 · 5Y

$10,000 · 5Y$14,844SVAL · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income2.25%SVAL · $225 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common14.4%IWM and SVAL

IWM

SVAL

iShares Russell 2000 ETF · $76.6BiShares US Small Cap Value Factor ETF · $158M

+19.6%3 years · per year$17,100 · $17,331+20.1%

+5.0%5 years · per year$12,766 · $14,844+8.2%

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

1.00%12-mo yield$100 · $225 on $10k2.25%

−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

0.2%ANF0.7%

0.2%SWX0.4%

0.2%BKH0.4%

0.2%MATX0.5%

Held in common14.4%

End-of-day Nov 6, 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%	2.25%	−0.7%	+22.4%	+27.6%	+20.1%	+8.2%	−9.0%	$158M
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B

End-of-day Nov 6, 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%	2.25%	−0.7%	+22.4%	+27.6%	+20.1%	+8.2%	−9.0%	$158M
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B

End-of-day Nov 6, 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

$12,766

SVAL

iShares US Small Cap Value Factor

$14,844

MeasureIWMSVAL

Fee0.19%0.20%

Cost on $10k a year$19$20

Yield1.00%2.25%

5 years, per year+5.0%+8.2%

3 years, per year+19.6%+20.1%

Worst drop · 1Y−11.1%−9.0%

Volatility · 1Y18.7%15.4%

5–1measures won
SVAL first

14.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IWM, SVAL, VO

Today

14.4%most shared, IWM and SVAL

IWMSVALVO

IWM—14.4%0.0%

SVAL14.4%—0.0%

VO0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$205most kept, SVAL

SVAL$225 − $20 = $205

VO$139 − $3 = $136

IWM$100 − $19 = $81

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee