IWN vs VB

AIWN

BVB

Measures won5–1IWN wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · IWN $13,925

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 common14.2%IWN and VB

IWN

iShares Russell 2000 Value ETF · $14.2BVanguard Morningstar Small-Cap ETF · $76.9B

+19.8%3 years · per year$17,178 · $16,782+18.8%

+6.8%5 years · per year$13,925 · $13,532+6.2%

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

1.51%12-mo yield$151 · $124 on $10k1.24%

−8.5%Worst dropSmaller wins−9.0%

16.0%VolatilityLower wins16.4%

5–1IWN wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWN · VB

0.2%HUT0.1%

0.6%VSAT0.1%

0.4%CYTK0.1%

0.6%UMBF0.1%

Held in common14.2%

End-of-day Nov 9, 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%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	AIWN	iShares Russell 2000 Value ETFRead Desk	0.24%	1.51%	+2.5%	+20.4%	+25.7%	+19.8%	+6.8%	−8.5%	$14.2B
3	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.24%	+3.1%	+15.3%	+19.2%	+18.8%	+6.2%	−9.0%	$76.9B

End-of-day Nov 9, 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%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	AIWN	iShares Russell 2000 Value ETFRead Desk	0.24%	1.51%	+2.5%	+20.4%	+25.7%	+19.8%	+6.8%	−8.5%	$14.2B
3	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.24%	+3.1%	+15.3%	+19.2%	+18.8%	+6.2%	−9.0%	$76.9B

End-of-day Nov 9, 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

$13,925

Vanguard Morningstar Small-Cap

$13,533

MeasureIWNVB

Fee0.24%0.03%

Cost on $10k a year$24$3

Yield1.51%1.24%

5 years, per year+6.8%+6.2%

3 years, per year+19.8%+18.8%

Worst drop · 1Y−8.5%−9.0%

Volatility · 1Y16.0%16.4%

5–1measures won
IWN first

14.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$77.9BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: IWN, VB, IWF

Today

14.2%most shared, IWN and VB

IWNVBIWF

IWN—14.2%0.0%

VB14.2%—3.9%

IWF0.0%3.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$127most kept, IWN

IWN$151 − $24 = $127

VB$124 − $3 = $121

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee