MSML vs IWM

AMSML

BIWM

Measures won2–0MSML wins · of 6 · 5Y

$10,000 · 5Y$13,509IWM

Lowest cost0.04%MSML · $4 on $10k

Most income1.32%MSML · $132 on $10k

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

Held in common39.2%MSML and IWM

MSML

IWM

iShares MSCI USA Small-Cap ETF · $277MiShares Russell 2000 ETF · $75.8B

[…]3 years · per year[…] · $18,002+21.6%

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

0.04%Expense ratio$4 · $19 on $10k · lower wins0.19%

1.32%12-mo yield$132 · $96 on $10k0.96%

[…]Worst dropSmaller wins−11.1%

[…]VolatilityLower wins18.2%

2–0MSML wins

$10,000 · 5 yearsOne scale

Shared top holdingsMSML · IWM

0.2%GKOS0.5%

0.2%BTSG0.4%

0.2%FROG0.3%

0.2%MOG-A0.3%

Held in common39.2%

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%	$75.8B
2	AMSML	iShares MSCI USA Small-Cap ETFRead Desk		0.04%	1.32%	+1.4%	new	new	new	new	[…]	$277M

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%	$75.8B
2	AMSML	iShares MSCI USA Small-Cap ETFRead Desk		0.04%	1.32%	+1.4%	new	new	new	new	[…]	$277M

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

MSML vs IWM

MSML

iShares MSCI USA Small-Cap

[…]

IWM

iShares Russell 2000

$13,509

MeasureMSMLIWM

Fee0.04%0.19%

Cost on $10k a year$4$19

Yield1.32%0.96%

5 years, per year[…]+6.2%

3 years, per year[…]+21.6%

Worst drop · 1Y[…]−11.1%

Volatility · 1Y[…]18.2%

2–0measures won
MSML first

39.2%

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: MSML, IWM

Today

39.2%most shared, MSML and IWM

MSMLIWM

MSML—39.2%

IWM39.2%—

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

Income After Fees on $10,000

$128most kept, MSML

MSML$132 − $4 = $128

IWM$96 − $19 = $77

KeptFee

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