JHSC vs IWM

AJHSC

BIWM

Measures won4–2JHSC wins · of 6 · 5Y

$10,000 · 5Y$14,335JHSC · IWM $13,509

Lowest cost0.19%IWM · $19 on $10k

Most income1.01%JHSC · $101 on $10k

Smallest drop−9.6%JHSC · worst fall in 1Y

Held in common41.1%JHSC and IWM

JHSC

IWM

John Hancock Investments - Multifactor Small Cap ETF · $703MiShares Russell 2000 ETF · $75.8B

+18.5%3 years · per year$16,641 · $18,002+21.6%

+7.5%5 years · per year$14,335 · $13,509+6.2%

0.42%Expense ratio$42 · $19 on $10k · lower wins0.19%

1.01%12-mo yield$101 · $96 on $10k0.96%

−9.6%Worst dropSmaller wins−11.1%

14.8%VolatilityLower wins18.2%

4–2JHSC wins

$10,000 · 5 yearsOne scale

Shared top holdingsJHSC · IWM

0.4%VSAT0.3%

0.5%JXN0.3%

0.5%RHP0.3%

0.5%SM0.3%

Held in common41.1%

End-of-day Nov 4, 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	AJHSC	John Hancock Investments - Multifactor Small Cap ETFRead Desk		0.42%	1.01%	+1.5%	+15.7%	+17.8%	+18.5%	+7.5%	−9.6%	$703M
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AJHSC	John Hancock Investments - Multifactor Small Cap ETFRead Desk		0.42%	1.01%	+1.5%	+15.7%	+17.8%	+18.5%	+7.5%	−9.6%	$703M
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JHSC vs IWM

JHSC

John Hancock Investments - Multifactor Small Cap

$14,335

IWM

iShares Russell 2000

$13,509

MeasureJHSCIWM

Fee0.42%0.19%

Cost on $10k a year$42$19

Yield1.01%0.96%

5 years, per year+7.5%+6.2%

3 years, per year+18.5%+21.6%

Worst drop · 1Y−9.6%−11.1%

Volatility · 1Y14.8%18.2%

3–2measures won
JHSC first

41.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: JHSC, IWM

Today

41.1%most shared, JHSC and IWM

JHSCIWM

JHSC—41.1%

IWM41.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

JHSC$101 − $42 = $59

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee