JPSE vs IWM

AJPSE

BIWM

Measures won4–2JPSE wins · of 6 · 5Y

$10,000 · 5Y$13,499JPSE · IWM $12,637

Lowest cost0.19%IWM · $19 on $10k

Most income1.47%JPSE · $147 on $10k

Smallest drop−8.0%JPSE · worst fall in 1Y

Held in common43.4%JPSE and IWM

JPSE

IWM

JPMorgan Diversified Return U.S. Small Cap Equity ETF · $574MiShares Russell 2000 ETF · $77.4B

+16.5%3 years · per year$15,823 · $17,029+19.4%

+6.2%5 years · per year$13,499 · $12,637+4.8%

0.29%Expense ratio$29 · $19 on $10k · lower wins0.19%

1.47%12-mo yield$147 · $101 on $10k1.01%

−8.0%Worst dropSmaller wins−11.1%

14.7%VolatilityLower wins18.7%

4–2JPSE wins

$10,000 · 5 yearsOne scale

Shared top holdingsJPSE · IWM

0.4%BTSG0.4%

0.4%RHP0.3%

0.3%HQY0.3%

0.3%ONB0.3%

Held in common43.4%

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	AJPSE	JPMorgan Diversified Return U.S. Small Cap Equity ETFRead Desk		0.29%	1.47%	−3.8%	+13.2%	+16.4%	+16.5%	+6.2%	−8.0%	$574M
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B

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	AJPSE	JPMorgan Diversified Return U.S. Small Cap Equity ETFRead Desk		0.29%	1.47%	−3.8%	+13.2%	+16.4%	+16.5%	+6.2%	−8.0%	$574M
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B

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

JPSE vs IWM

JPSE

JPMorgan Diversified Return U.S. Small Cap Equity

$13,499

IWM

iShares Russell 2000

$12,637

MeasureJPSEIWM

Fee0.29%0.19%

Cost on $10k a year$29$19

Yield1.47%1.01%

5 years, per year+6.2%+4.8%

3 years, per year+16.5%+19.4%

Worst drop · 1Y−8.0%−11.1%

Volatility · 1Y14.7%18.7%

4–2measures won
JPSE first

43.4%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: JPSE, IWM

Today

43.4%most shared, JPSE and IWM

JPSEIWM

JPSE—43.4%

IWM43.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$118most kept, JPSE

JPSE$147 − $29 = $118

IWM$101 − $19 = $82

KeptFee

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