IWO vs IWM

AIWO

BIWM

Measures won0–6IWM wins · of 6 · 5Y

$10,000 · 5Y$13,064IWM · IWO $11,918

Lowest cost0.19%IWM · $19 on $10k

Most income0.98%IWM · $98 on $10k

Smallest drop−11.1%IWM · worst fall in 1Y

Held in common55.1%IWO and IWM

IWO

IWM

iShares Russell 2000 Growth ETF · $13.9BiShares Russell 2000 ETF · $75.8B

+20.7%3 years · per year$17,592 · $17,832+21.3%

+3.6%5 years · per year$11,918 · $13,064+5.5%

0.24%Expense ratio$24 · $19 on $10k · lower wins0.19%

0.48%12-mo yield$48 · $98 on $10k0.98%

−14.9%Worst dropSmaller wins−11.1%

21.9%VolatilityLower wins18.1%

0–6IWM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWO · IWM

0.9%GKOS0.5%

0.8%BTSG0.4%

0.7%FROG0.3%

0.7%TWST0.3%

Held in common55.1%

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	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.98%	+0.2%	+14.4%	+14.8%	+21.3%	+5.5%	−11.1%	$75.8B
2	AIWO	iShares Russell 2000 Growth ETFRead Desk		0.24%	0.48%	+1.0%	+9.3%	+7.0%	+20.7%	+3.6%	−14.9%	$13.9B

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	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.98%	+0.2%	+14.4%	+14.8%	+21.3%	+5.5%	−11.1%	$75.8B
2	AIWO	iShares Russell 2000 Growth ETFRead Desk		0.24%	0.48%	+1.0%	+9.3%	+7.0%	+20.7%	+3.6%	−14.9%	$13.9B

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

IWO vs IWM

IWO

iShares Russell 2000 Growth

$11,918

IWM

iShares Russell 2000

$13,064

MeasureIWOIWM

Fee0.24%0.19%

Cost on $10k a year$24$19

Yield0.48%0.98%

5 years, per year+3.6%+5.5%

3 years, per year+20.7%+21.3%

Worst drop · 1Y−14.9%−11.1%

Volatility · 1Y21.9%18.1%

6–0measures won
IWM first

55.1%

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: IWO, IWM

Today

55.1%most shared, IWO and IWM

IWOIWM

IWO—55.1%

IWM55.1%—

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

Income After Fees on $10,000

$79most kept, IWM

IWM$98 − $19 = $79

IWO$48 − $24 = $24

KeptFee

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