RZV vs IWM

ARZV

BIWM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,895RZV · IWM $12,637

Lowest cost0.19%IWM · $19 on $10k

Most income1.43%RZV · $143 on $10k

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

Held in common9.2%RZV and IWM

RZV

IWM

Invesco S&P SmallCap 600 Pure Value ETF · $283MiShares Russell 2000 ETF · $77.4B

+20.8%3 years · per year$17,622 · $17,029+19.4%

+9.7%5 years · per year$15,895 · $12,637+4.8%

0.35%Expense ratio$35 · $19 on $10k · lower wins0.19%

1.43%12-mo yield$143 · $101 on $10k1.01%

−12.6%Worst dropSmaller wins−11.1%

18.9%VolatilityLower wins18.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRZV · IWM

0.6%JXN0.3%

1.1%SM0.3%

0.4%MATX0.2%

1.3%NSIT0.2%

Held in common9.2%

End-of-day Nov 5, 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	ARZV	Invesco S&P SmallCap 600 Pure Value ETFRead Desk		0.35%	1.43%	−3.1%	+21.8%	+25.7%	+20.8%	+9.7%	−12.6%	$283M
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B

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

Both

5Y2 funds

#			Trend
1	ARZV	Invesco S&P SmallCap 600 Pure Value ETFRead Desk		0.35%	1.43%	−3.1%	+21.8%	+25.7%	+20.8%	+9.7%	−12.6%	$283M
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B

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

Cards for this view

RZV vs IWM

RZV

Invesco S&P SmallCap 600 Pure Value

$15,895

IWM

iShares Russell 2000

$12,637

MeasureRZVIWM

Fee0.35%0.19%

Cost on $10k a year$35$19

Yield1.43%1.01%

5 years, per year+9.7%+4.8%

3 years, per year+20.8%+19.4%

Worst drop · 1Y−12.6%−11.1%

Volatility · 1Y18.9%18.7%

3–3measures won
level

9.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: RZV, IWM

Today

9.2%most shared, RZV and IWM

RZVIWM

RZV—9.2%

IWM9.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, RZV

RZV$143 − $35 = $108

IWM$101 − $19 = $82

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee