IWN vs IJR

AIWN

BIJR

Measures won5–1IWN wins · of 6 · 5Y

$10,000 · 5Y$13,927IWN · IJR $13,170

Lowest cost0.06%IJR · $6 on $10k

Most income1.54%IWN · $154 on $10k

Smallest drop−8.5%IWN · worst fall in 1Y

Held in common44.2%IWN and IJR

IWN

IJR

iShares Russell 2000 Value ETF · $13.9BiShares Core S&P Small-Cap ETF · $104B

+20.1%3 years · per year$17,306 · $16,147+17.3%

+6.8%5 years · per year$13,927 · $13,170+5.7%

0.24%Expense ratio$24 · $6 on $10k · lower wins0.06%

1.54%12-mo yield$154 · $124 on $10k1.24%

−8.5%Worst dropSmaller wins−9.7%

15.9%VolatilityLower wins16.2%

5–1IWN wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWN · IJR

0.6%JXN0.5%

0.5%LTH0.5%

0.5%VSAT0.5%

0.5%TRNO0.4%

Held in common44.2%

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

Both

5Y2 funds

#			Trend
1	AIWN	iShares Russell 2000 Value ETFRead Desk		0.24%	1.54%	−0.2%	+17.5%	+21.0%	+20.1%	+6.8%	−8.5%	$13.9B
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIWN	iShares Russell 2000 Value ETFRead Desk		0.24%	1.54%	−0.2%	+17.5%	+21.0%	+20.1%	+6.8%	−8.5%	$13.9B
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B

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

IWN vs IJR

IWN

iShares Russell 2000 Value

$13,927

IJR

iShares Core S&P Small-Cap

$13,170

MeasureIWNIJR

Fee0.24%0.06%

Cost on $10k a year$24$6

Yield1.54%1.24%

5 years, per year+6.8%+5.7%

3 years, per year+20.1%+17.3%

Worst drop · 1Y−8.5%−9.7%

Volatility · 1Y15.9%16.2%

5–1measures won
IWN first

44.2%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IWN, IJR

Today

44.2%most shared, IWN and IJR

IWNIJR

IWN—44.2%

IJR44.2%—

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

Income After Fees on $10,000

$130most kept, IWN

IWN$154 − $24 = $130

IJR$124 − $6 = $118

KeptFee

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