IWN vs IWM

AIWN

BIWM

Measures won5–1IWN wins · of 6 · 5Y

$10,000 · 5Y$14,665IWN · IWM $13,509

Lowest cost0.19%IWM · $19 on $10k

Most income1.49%IWN · $149 on $10k

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

Held in common55.4%IWN and IWM

IWN

IWM

iShares Russell 2000 Value ETF · $14.1BiShares Russell 2000 ETF · $75.8B

+22.1%3 years · per year$18,224 · $18,002+21.6%

+8.0%5 years · per year$14,665 · $13,509+6.2%

0.24%Expense ratio$24 · $19 on $10k · lower wins0.19%

1.49%12-mo yield$149 · $96 on $10k0.96%

−8.5%Worst dropSmaller wins−11.1%

15.6%VolatilityLower wins18.2%

5–1IWN wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWN · IWM

0.6%UMBF0.3%

0.6%VSAT0.3%

0.6%JXN0.3%

0.5%ONB0.3%

Held in common55.4%

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	AIWN	iShares Russell 2000 Value ETFRead Desk		0.24%	1.49%	+1.7%	+21.9%	+25.4%	+22.1%	+8.0%	−8.5%	$14.1B
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B

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	AIWN	iShares Russell 2000 Value ETFRead Desk		0.24%	1.49%	+1.7%	+21.9%	+25.4%	+22.1%	+8.0%	−8.5%	$14.1B
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B

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

IWN vs IWM

IWN

iShares Russell 2000 Value

$14,665

IWM

iShares Russell 2000

$13,509

MeasureIWNIWM

Fee0.24%0.19%

Cost on $10k a year$24$19

Yield1.49%0.96%

5 years, per year+8.0%+6.2%

3 years, per year+22.1%+21.6%

Worst drop · 1Y−8.5%−11.1%

Volatility · 1Y15.6%18.2%

5–1measures won
IWN first

55.4%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: IWN, IWM

Today

55.4%most shared, IWN and IWM

IWNIWM

IWN—55.4%

IWM55.4%—

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

Income After Fees on $10,000

$125most kept, IWN

IWN$149 − $24 = $125

IWM$96 − $19 = $77

KeptFee

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