IWM vs XSLV

AIWM

BXSLV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$12,637IWM · XSLV $11,811

Lowest cost0.19%IWM · $19 on $10k

Most income2.38%XSLV · $238 on $10k

Smallest drop−9.5%XSLV · worst fall in 1Y

Held in common10.2%IWM and XSLV

IWM

XSLV

iShares Russell 2000 ETF · $77.4BInvesco S&P SmallCap Low Volatility ETF · $239M

+19.4%3 years · per year$17,029 · $14,439+13.0%

+4.8%5 years · per year$12,637 · $11,811+3.4%

0.19%Expense ratio$19 · $25 on $10k · lower wins0.25%

1.01%12-mo yield$101 · $238 on $10k2.38%

−11.1%Worst dropSmaller wins−9.5%

18.7%VolatilityLower wins13.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIWM · XSLV

0.3%RHP0.9%

0.2%TRNO1.0%

0.2%ZWS0.7%

0.2%EPRT1.0%

Held in common10.2%

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

Both

5Y2 funds

#			Trend
1	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B
2	BXSLV	Invesco S&P SmallCap Low Volatility ETFRead Desk		0.25%	2.38%	−1.7%	+13.0%	+16.8%	+13.0%	+3.4%	−9.5%	$239M

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

Both

5Y2 funds

#			Trend
1	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B
2	BXSLV	Invesco S&P SmallCap Low Volatility ETFRead Desk		0.25%	2.38%	−1.7%	+13.0%	+16.8%	+13.0%	+3.4%	−9.5%	$239M

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 XSLV

IWM

iShares Russell 2000

$12,637

XSLV

Invesco S&P SmallCap Low Volatility

$11,811

MeasureIWMXSLV

Fee0.19%0.25%

Cost on $10k a year$19$25

Yield1.01%2.38%

5 years, per year+4.8%+3.4%

3 years, per year+19.4%+13.0%

Worst drop · 1Y−11.1%−9.5%

Volatility · 1Y18.7%13.2%

3–3measures won
level

10.2%

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%

$77.4BAssets$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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IWM, XSLV

Today

10.2%most shared, IWM and XSLV

IWMXSLV

IWM—10.2%

XSLV10.2%—

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

Income After Fees on $10,000

$213most kept, XSLV

XSLV$238 − $25 = $213

IWM$101 − $19 = $82

KeptFee

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