IWN vs VBR

AIWN

BVBR

Measures won2–4VBR wins · of 6 · 5Y

$10,000 · 5Y$16,902VUG · VBR $15,249

Lowest cost0.03%VUG · $3 on $10k

Most income1.80%VBR · $180 on $10k

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

Held in common18.7%IWN and VBR

IWN

VBR

iShares Russell 2000 Value ETF · $14.1BVanguard Morningstar Small-Cap Value ETF · $35.1B

+21.8%3 years · per year$18,050 · $17,478+20.5%

+7.2%5 years · per year$14,129 · $15,249+8.8%

0.24%Expense ratio$24 · $5 on $10k · lower wins0.05%

1.51%12-mo yield$151 · $180 on $10k1.80%

−8.5%Worst dropSmaller wins−8.9%

15.5%VolatilityLower wins13.9%

2–4VBR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWN · VBR

0.7%VSAT0.2%

0.6%UMBF0.2%

0.6%JXN0.2%

0.5%ONB0.2%

Held in common18.7%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.80%	−0.4%	+17.4%	+21.0%	+20.5%	+8.8%	−8.9%	$35.1B
3	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

End-of-day Nov 3, 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%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.80%	−0.4%	+17.4%	+21.0%	+20.5%	+8.8%	−8.9%	$35.1B
3	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

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 VBR

IWN

iShares Russell 2000 Value

$14,129

VBR

Vanguard Morningstar Small-Cap Value

$15,249

MeasureIWNVBR

Fee0.24%0.05%

Cost on $10k a year$24$5

Yield1.51%1.80%

5 years, per year+7.2%+8.8%

3 years, per year+21.8%+20.5%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y15.5%13.9%

4–2measures won
VBR first

18.7%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

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, VBR, VUG

Today

18.7%most shared, IWN and VBR

IWNVBRVUG

IWN—18.7%0.0%

VBR18.7%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$175most kept, VBR

VBR$180 − $5 = $175

IWN$151 − $24 = $127

VUG$41 − $3 = $38

KeptFee

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