JPSV vs IWM

AJPSV

BIWM

Measures won3–2JPSV wins · of 6 · 5Y

$10,000 · 5Y$13,509IWM

Lowest cost0.19%IWM · $19 on $10k

Most income1.15%JPSV · $115 on $10k

Smallest drop−9.1%JPSV · worst fall in 1Y

Held in common10.1%JPSV and IWM

JPSV

IWM

JPMorgan Active Small Cap Value ETF · $29MiShares Russell 2000 ETF · $77.4B

+16.8%3 years · per year$15,939 · $18,002+21.6%

[…]5 years · per year[…] · $13,509+6.2%

0.55%Expense ratio$55 · $19 on $10k · lower wins0.19%

1.15%12-mo yield$115 · $96 on $10k0.96%

−9.1%Worst dropSmaller wins−11.1%

13.8%VolatilityLower wins18.2%

3–2JPSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsJPSV · IWM

0.6%MOG-A0.3%

0.5%EAT0.3%

1.7%ONB0.3%

1.1%SM0.3%

Held in common10.1%

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	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B
2	AJPSV	JPMorgan Active Small Cap Value ETFRead Desk		0.55%	1.15%	+2.7%	+23.6%	+28.0%	+16.8%	new	−9.1%	$29M

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	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B
2	AJPSV	JPMorgan Active Small Cap Value ETFRead Desk		0.55%	1.15%	+2.7%	+23.6%	+28.0%	+16.8%	new	−9.1%	$29M

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

JPSV vs IWM

JPSV

JPMorgan Active Small Cap Value

[…]

IWM

iShares Russell 2000

$13,509

MeasureJPSVIWM

Fee0.55%0.19%

Cost on $10k a year$55$19

Yield1.15%0.96%

5 years, per year[…]+6.2%

3 years, per year+16.8%+21.6%

Worst drop · 1Y−9.1%−11.1%

Volatility · 1Y13.8%18.2%

3–2measures won
JPSV first

10.1%

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%

$77.4BAssets$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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: JPSV, IWM

Today

10.1%most shared, JPSV and IWM

JPSVIWM

JPSV—10.1%

IWM10.1%—

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

JPSV$115 − $55 = $60

KeptFee

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