IWN vs VTI

AIWN

BVTI

Measures won2–4VTI wins · of 6 · 5Y

$10,000 · 5Y$16,332VTI · IWN $13,927

Lowest cost0.03%VTI · $3 on $10k

Most income1.54%IWN · $154 on $10k

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

Held in common2.0%IWN and VTI

IWN

VTI

iShares Russell 2000 Value ETF · $13.9BVanguard Morningstar Total Stock Market ETF · $689B

+20.4%3 years · per year$17,460 · $18,113+21.9%

+6.8%5 years · per year$13,927 · $16,332+10.3%

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

1.54%12-mo yield$154 · $110 on $10k1.10%

−8.5%Worst dropSmaller wins−8.9%

15.9%VolatilityLower wins13.7%

2–4VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWN · VTI

0.2%HUT0.0%

0.6%VSAT0.0%

0.5%CYTK0.0%

0.6%UMBF0.0%

Held in common2.0%

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

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
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

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

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
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

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 VTI

IWN

iShares Russell 2000 Value

$13,927

VTI

Vanguard Morningstar Total Stock Market

$16,332

MeasureIWNVTI

Fee0.24%0.03%

Cost on $10k a year$24$3

Yield1.54%1.10%

5 years, per year+6.8%+10.3%

3 years, per year+20.4%+21.9%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y15.9%13.7%

4–2measures won
VTI first

2.0%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IWN, VTI

Today

2.0%most shared, IWN and VTI

IWNVTI

IWN—2.0%

VTI2.0%—

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

VTI$110 − $3 = $107

KeptFee

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