IWN vs IWM

AIWN

BIWM

Measures won5–1IWN wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · IWN $13,927

Lowest cost0.18%IWF · $18 on $10k

Most income1.54%IWN · $154 on $10k

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

Held in common55.6%IWN and IWM

IWN

IWM

iShares Russell 2000 Value ETF · $13.9BiShares Russell 2000 ETF · $75.4B

+20.4%3 years · per year$17,460 · $17,029+19.4%

+6.8%5 years · per year$13,927 · $12,637+4.8%

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

1.54%12-mo yield$154 · $101 on $10k1.01%

−8.5%Worst dropSmaller wins−11.1%

15.9%VolatilityLower wins18.7%

5–1IWN wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWN · IWM

0.6%UMBF0.3%

0.5%ONB0.3%

0.6%JXN0.3%

0.6%CTRE0.3%

Held in common55.6%

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	AIWN	iShares Russell 2000 Value ETFRead Desk	0.24%	1.54%	−3.5%	+17.7%	+22.7%	+20.4%	+6.8%	−8.5%	$13.9B
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$75.4B

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	AIWN	iShares Russell 2000 Value ETFRead Desk	0.24%	1.54%	−3.5%	+17.7%	+22.7%	+20.4%	+6.8%	−8.5%	$13.9B
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$75.4B

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

IWN vs IWM

IWN

iShares Russell 2000 Value

$13,927

IWM

iShares Russell 2000

$12,637

MeasureIWNIWM

Fee0.24%0.19%

Cost on $10k a year$24$19

Yield1.54%1.01%

5 years, per year+6.8%+4.8%

3 years, per year+20.4%+19.4%

Worst drop · 1Y−8.5%−11.1%

Volatility · 1Y15.9%18.7%

5–1measures won
IWN first

55.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IWN, IWM, IWF

Today

55.6%most shared, IWN and IWM

IWNIWMIWF

IWN—55.6%0.0%

IWM55.6%—0.0%

IWF0.0%0.0%—

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

Income After Fees on $10,000

$130most kept, IWN

IWN$154 − $24 = $130

IWM$101 − $19 = $82

IWF$39 − $18 = $21

KeptFee

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