RWJ vs IWM

ARWJ

BIWM

Measures won4–2RWJ wins · of 6 · 5Y

$10,000 · 5Y$16,275RWJ · IWM $13,509

Lowest cost0.19%IWM · $19 on $10k

Most income1.07%RWJ · $107 on $10k

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

Held in common35.4%RWJ and IWM

RWJ

IWM

Invesco S&P SmallCap 600 Revenue ETF · $2.1BiShares Russell 2000 ETF · $77.4B

+22.8%3 years · per year$18,527 · $18,002+21.6%

+10.2%5 years · per year$16,275 · $13,509+6.2%

0.39%Expense ratio$39 · $19 on $10k · lower wins0.19%

1.07%12-mo yield$107 · $96 on $10k0.96%

−11.3%Worst dropSmaller wins−11.1%

17.2%VolatilityLower wins18.2%

4–2RWJ wins

$10,000 · 5 yearsOne scale

Shared top holdingsRWJ · IWM

0.4%JXN0.3%

0.3%VSAT0.3%

0.3%SM0.3%

0.6%VSXY0.2%

Held in common35.4%

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	ARWJ	Invesco S&P SmallCap 600 Revenue ETFRead Desk		0.39%	1.07%	+2.4%	+25.1%	+28.3%	+22.8%	+10.2%	−11.3%	$2.1B
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B

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	ARWJ	Invesco S&P SmallCap 600 Revenue ETFRead Desk		0.39%	1.07%	+2.4%	+25.1%	+28.3%	+22.8%	+10.2%	−11.3%	$2.1B
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B

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

RWJ vs IWM

RWJ

Invesco S&P SmallCap 600 Revenue

$16,275

IWM

iShares Russell 2000

$13,509

MeasureRWJIWM

Fee0.39%0.19%

Cost on $10k a year$39$19

Yield1.07%0.96%

5 years, per year+10.2%+6.2%

3 years, per year+22.8%+21.6%

Worst drop · 1Y−11.3%−11.1%

Volatility · 1Y17.2%18.2%

4–2measures won
RWJ first

35.4%

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: RWJ, IWM

Today

35.4%most shared, RWJ and IWM

RWJIWM

RWJ—35.4%

IWM35.4%—

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

RWJ$107 − $39 = $68

KeptFee

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