IWM vs VB

AIWM

BVB

Measures won1–5VB wins · of 6 · 5Y

$10,000 · 5Y$14,105VB · IWM $13,509

Lowest cost0.03%VB · $3 on $10k

Most income1.23%VB · $123 on $10k

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

Held in common24.7%IWM and VB

IWM

iShares Russell 2000 ETF · $77.4BVanguard Morningstar Small-Cap ETF · $76.9B

+21.6%3 years · per year$18,002 · $17,489+20.5%

+6.2%5 years · per year$13,509 · $14,105+7.1%

0.19%Expense ratio$19 · $3 on $10k · lower wins0.03%

0.96%12-mo yield$96 · $123 on $10k1.23%

−11.1%Worst dropSmaller wins−9.0%

18.2%VolatilityLower wins15.7%

1–5VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWM · VB

0.3%TWST0.2%

0.3%TXG0.1%

0.3%MOG-A0.1%

0.3%FROG0.1%

Held in common24.7%

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	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B
2	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B

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	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B
2	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B

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 VB

IWM

iShares Russell 2000

$13,509

Vanguard Morningstar Small-Cap

$14,105

MeasureIWMVB

Fee0.19%0.03%

Cost on $10k a year$19$3

Yield0.96%1.23%

5 years, per year+6.2%+7.1%

3 years, per year+21.6%+20.5%

Worst drop · 1Y−11.1%−9.0%

Volatility · 1Y18.2%15.7%

5–1measures won
VB first

24.7%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IWM, VB

Today

24.7%most shared, IWM and VB

IWMVB

IWM—24.7%

VB24.7%—

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

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

IWM$96 − $19 = $77

KeptFee

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