MMSC vs IWM

AMMSC

BIWM

Measures won1–5IWM wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IWM $12,637

Lowest cost0.03%VUG · $3 on $10k

Most income1.01%IWM · $101 on $10k

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

Held in common16.9%MMSC and IWM

MMSC

IWM

First Trust Multi-Manager Small Cap Opportunities ETF · $52MiShares Russell 2000 ETF · $75.4B

+20.5%3 years · per year$17,505 · $17,029+19.4%

+3.4%5 years · per year$11,838 · $12,637+4.8%

0.95%Expense ratio$95 · $19 on $10k · lower wins0.19%

0.00%12-mo yield$0 · $101 on $10k1.01%

−15.3%Worst dropSmaller wins−11.1%

24.6%VolatilityLower wins18.7%

1–5IWM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMMSC · IWM

0.9%GKOS0.5%

1.2%TWST0.3%

1.4%FROG0.3%

0.4%MOG-A0.3%

Held in common16.9%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$75.4B
3	AMMSC	First Trust Multi-Manager Small Cap Opportunities ETFRead Desk	0.95%	0.00%	−5.6%	+4.6%	+5.2%	+20.5%	+3.4%	−15.3%	$52M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$75.4B
3	AMMSC	First Trust Multi-Manager Small Cap Opportunities ETFRead Desk	0.95%	0.00%	−5.6%	+4.6%	+5.2%	+20.5%	+3.4%	−15.3%	$52M

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

MMSC vs IWM

MMSC

First Trust Multi-Manager Small Cap Opportunities

$11,838

IWM

iShares Russell 2000

$12,637

MeasureMMSCIWM

Fee0.95%0.19%

Cost on $10k a year$95$19

Yield0.00%1.01%

5 years, per year+3.4%+4.8%

3 years, per year+20.5%+19.4%

Worst drop · 1Y−15.3%−11.1%

Volatility · 1Y24.6%18.7%

5–1measures won
IWM first

16.9%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: MMSC, IWM, VUG

Today

16.9%most shared, MMSC and IWM

MMSCIWMVUG

MMSC—16.9%0.0%

IWM16.9%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$82most kept, IWM

IWM$101 − $19 = $82

VUG$43 − $3 = $40

MMSC$0 − $95 = −$95

KeptFee

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