IWM vs VB

AIWM

BVB

Measures won1–5VB wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · VB $13,532

Lowest cost0.03%VB · $3 on $10k

Most income1.24%VB · $124 on $10k

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

Held in common24.6%IWM and VB

IWM

iShares Russell 2000 ETF · $76.6BVanguard Morningstar Small-Cap ETF · $76.9B

+19.8%3 years · per year$17,194 · $16,782+18.8%

+5.1%5 years · per year$12,845 · $13,532+6.2%

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

0.97%12-mo yield$97 · $124 on $10k1.24%

−11.1%Worst dropSmaller wins−9.0%

18.8%VolatilityLower wins16.4%

1–5VB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · VB

0.3%TWST0.2%

0.2%TXG0.1%

0.3%MOG-A0.1%

0.4%FROG0.1%

Held in common24.6%

End-of-day Nov 9, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.24%	+3.1%	+15.3%	+19.2%	+18.8%	+6.2%	−9.0%	$76.9B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$76.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.24%	+3.1%	+15.3%	+19.2%	+18.8%	+6.2%	−9.0%	$76.9B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$76.6B

End-of-day Nov 9, 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

$12,845

Vanguard Morningstar Small-Cap

$13,533

MeasureIWMVB

Fee0.19%0.03%

Cost on $10k a year$19$3

Yield0.97%1.24%

5 years, per year+5.1%+6.2%

3 years, per year+19.8%+18.8%

Worst drop · 1Y−11.1%−9.0%

Volatility · 1Y18.8%16.4%

5–1measures won
VB first

24.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IWM, VB, VUG

Today

24.6%most shared, IWM and VB

IWMVBVUG

IWM—24.6%0.0%

VB24.6%—0.4%

VUG0.0%0.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, VB

VB$124 − $3 = $121

IWM$97 − $19 = $78

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee