MSML vs IWM

AMSML

BIWM

Measures won2–0MSML wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWM $12,766

Lowest cost0.03%VUG · $3 on $10k

Most income1.36%MSML · $136 on $10k

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

Held in common39.0%MSML and IWM

MSML

IWM

iShares MSCI USA Small-Cap ETF · $270MiShares Russell 2000 ETF · $75.4B

[…]3 years · per year[…] · $17,100+19.6%

[…]5 years · per year[…] · $12,766+5.0%

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

1.36%12-mo yield$136 · $100 on $10k1.00%

[…]Worst dropSmaller wins−11.1%

[…]VolatilityLower wins18.7%

2–0MSML wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMSML · IWM

0.2%GKOS0.4%

0.2%BTSG0.4%

0.2%UMBF0.3%

0.1%EAT0.3%

Held in common39.0%

End-of-day Nov 6, 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%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B
3	AMSML	iShares MSCI USA Small-Cap ETFRead Desk	0.04%	1.36%	+0.6%	new	new	new	new	[…]	$270M

End-of-day Nov 6, 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%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B
3	AMSML	iShares MSCI USA Small-Cap ETFRead Desk	0.04%	1.36%	+0.6%	new	new	new	new	[…]	$270M

End-of-day Nov 6, 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

$12,766

MeasureMSMLIWM

Fee0.04%0.19%

Cost on $10k a year$4$19

Yield1.36%1.00%

5 years, per year[…]+5.0%

3 years, per year[…]+19.6%

Worst drop · 1Y[…]−11.1%

Volatility · 1Y[…]18.7%

2–0measures won
MSML first

39.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: MSML, IWM, VUG

Today

39.0%most shared, MSML and IWM

MSMLIWMVUG

MSML—39.0%0.1%

IWM39.0%—0.0%

VUG0.1%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, MSML

MSML$136 − $4 = $132

IWM$100 − $19 = $81

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee