RSMC vs IWR

ARSMC

BIWR

Measures won0–4IWR wins · of 6 · 5Y

$10,000 · 5Y$13,924IWR

Lowest cost0.18%IWR · $18 on $10k

Most income1.18%IWR · $118 on $10k

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common1.2%RSMC and IWR

RSMC

IWR

Rockefeller U.S. Small-Mid Cap ETF · $745MiShares Russell Mid-Cap ETF · $56.8B

[…]3 years · per year[…] · $16,955+19.2%

[…]5 years · per year[…] · $13,924+6.8%

0.75%Expense ratio$75 · $18 on $10k · lower wins0.18%

0.00%12-mo yield$0 · $118 on $10k1.18%

−10.5%Worst dropSmaller wins−8.2%

16.9%VolatilityLower wins13.8%

0–4IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsRSMC · IWR

2.8%JLL0.1%

1.3%SNX0.1%

1.8%RBC0.1%

3.5%BJ0.1%

Held in common1.2%

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

Both

5Y2 funds

#			Trend
1	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.8B
2	ARSMC	Rockefeller U.S. Small-Mid Cap ETFRead Desk		0.75%	0.00%	0.0%	+7.3%	+5.9%	new	new	−10.5%	$745M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.8B
2	ARSMC	Rockefeller U.S. Small-Mid Cap ETFRead Desk		0.75%	0.00%	0.0%	+7.3%	+5.9%	new	new	−10.5%	$745M

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

RSMC vs IWR

RSMC

Rockefeller U.S. Small-Mid Cap

[…]

IWR

iShares Russell Mid-Cap

$13,924

MeasureRSMCIWR

Fee0.75%0.18%

Cost on $10k a year$75$18

Yield0.00%1.18%

5 years, per year[…]+6.8%

3 years, per year[…]+19.2%

Worst drop · 1Y−10.5%−8.2%

Volatility · 1Y16.9%13.8%

4–0measures won
IWR first

1.2%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: RSMC, IWR

Today

1.2%most shared, RSMC and IWR

RSMCIWR

RSMC—1.2%

IWR1.2%—

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

Income After Fees on $10,000

$100most kept, IWR

IWR$118 − $18 = $100

RSMC$0 − $75 = −$75

KeptFee

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