NUSC vs IWM

ANUSC

BIWM

Measures won2–4IWM wins · of 6 · 5Y

$10,000 · 5Y$13,509IWM · NUSC $12,926

Lowest cost0.19%IWM · $19 on $10k

Most income0.96%IWM · $96 on $10k

Smallest drop−10.1%NUSC · worst fall in 1Y

Held in common22.1%NUSC and IWM

NUSC

IWM

Nuveen ESG Small-Cap ETF · $1.3BiShares Russell 2000 ETF · $77.4B

+18.3%3 years · per year$16,564 · $18,002+21.6%

+5.3%5 years · per year$12,926 · $13,509+6.2%

0.31%Expense ratio$31 · $19 on $10k · lower wins0.19%

0.91%12-mo yield$91 · $96 on $10k0.96%

−10.1%Worst dropSmaller wins−11.1%

16.2%VolatilityLower wins18.2%

2–4IWM wins

$10,000 · 5 yearsOne scale

Shared top holdingsNUSC · IWM

0.7%GKOS0.5%

0.5%FROG0.3%

0.7%JXN0.3%

0.6%RHP0.3%

Held in common22.1%

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	ANUSC	Nuveen ESG Small-Cap ETFRead Desk		0.31%	0.91%	+1.3%	+15.1%	+17.2%	+18.3%	+5.3%	−10.1%	$1.3B

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	ANUSC	Nuveen ESG Small-Cap ETFRead Desk		0.31%	0.91%	+1.3%	+15.1%	+17.2%	+18.3%	+5.3%	−10.1%	$1.3B

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

NUSC vs IWM

NUSC

Nuveen ESG Small-Cap

$12,926

IWM

iShares Russell 2000

$13,509

MeasureNUSCIWM

Fee0.31%0.19%

Cost on $10k a year$31$19

Yield0.91%0.96%

5 years, per year+5.3%+6.2%

3 years, per year+18.3%+21.6%

Worst drop · 1Y−10.1%−11.1%

Volatility · 1Y16.2%18.2%

4–2measures won
IWM first

22.1%

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: NUSC, IWM

Today

22.1%most shared, NUSC and IWM

NUSCIWM

NUSC—22.1%

IWM22.1%—

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

NUSC$91 − $31 = $60

KeptFee

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