IWN vs VB

AIWN

BVB

Measures won5–1IWN wins · of 6 · 5Y

$10,000 · 5Y$14,129IWN · VB $13,687

Lowest cost0.03%VB · $3 on $10k

Most income1.51%IWN · $151 on $10k

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

Held in common14.3%IWN and VB

IWN

iShares Russell 2000 Value ETF · $14.1BVanguard Morningstar Small-Cap ETF · $76.9B

+21.8%3 years · per year$18,050 · $17,404+20.3%

+7.2%5 years · per year$14,129 · $13,687+6.5%

0.24%Expense ratio$24 · $3 on $10k · lower wins0.03%

1.51%12-mo yield$151 · $125 on $10k1.25%

−8.5%Worst dropSmaller wins−9.0%

15.5%VolatilityLower wins15.7%

5–1IWN wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWN · VB

0.2%HUT0.1%

0.7%VSAT0.1%

0.5%CYTK0.1%

0.6%UMBF0.1%

Held in common14.3%

End-of-day Nov 3, 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%	1.51%	−0.4%	+19.9%	+23.3%	+21.8%	+7.2%	−8.5%	$14.1B
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.25%	+0.2%	+14.4%	+16.2%	+20.3%	+6.5%	−9.0%	$76.9B

End-of-day Nov 3, 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%	1.51%	−0.4%	+19.9%	+23.3%	+21.8%	+7.2%	−8.5%	$14.1B
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.25%	+0.2%	+14.4%	+16.2%	+20.3%	+6.5%	−9.0%	$76.9B

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

Cards for this view

IWN vs VB

IWN

iShares Russell 2000 Value

$14,129

Vanguard Morningstar Small-Cap

$13,687

MeasureIWNVB

Fee0.24%0.03%

Cost on $10k a year$24$3

Yield1.51%1.25%

5 years, per year+7.2%+6.5%

3 years, per year+21.8%+20.3%

Worst drop · 1Y−8.5%−9.0%

Volatility · 1Y15.5%15.7%

5–1measures won
IWN first

14.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: IWN, VB

Today

14.3%most shared, IWN and VB

IWNVB

IWN—14.3%

VB14.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$127most kept, IWN

IWN$151 − $24 = $127

VB$125 − $3 = $122

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee