IWN vs VB

AIWN

BVB

Measures won5–1IWN wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWN $13,927

Lowest cost0.03%VB · $3 on $10k

Most income1.54%IWN · $154 on $10k

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

Held in common14.2%IWN and VB

IWN

iShares Russell 2000 Value ETF · $13.9BVanguard Morningstar Small-Cap ETF · $76.9B

+20.1%3 years · per year$17,306 · $16,654+18.5%

+6.8%5 years · per year$13,927 · $13,413+6.0%

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

1.54%12-mo yield$154 · $128 on $10k1.28%

−8.5%Worst dropSmaller wins−9.0%

15.9%VolatilityLower wins16.2%

5–1IWN wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWN · VB

0.2%HUT0.1%

0.5%VSAT0.1%

0.5%CYTK0.1%

0.6%UMBF0.1%

Held in common14.2%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	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
3	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	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
3	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B

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 VB

IWN

iShares Russell 2000 Value

$13,927

Vanguard Morningstar Small-Cap

$13,414

MeasureIWNVB

Fee0.24%0.03%

Cost on $10k a year$24$3

Yield1.54%1.28%

5 years, per year+6.8%+6.0%

3 years, per year+20.1%+18.5%

Worst drop · 1Y−8.5%−9.0%

Volatility · 1Y15.9%16.2%

5–1measures won
IWN first

14.2%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

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

Overlap: IWN, VB, VUG

Today

14.2%most shared, IWN and VB

IWNVBVUG

IWN—14.2%0.0%

VB14.2%—0.4%

VUG0.0%0.4%—

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

VB$128 − $3 = $125

VUG$42 − $3 = $39

KeptFee

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