SCHA vs IWM

ASCHA

BIWM

Measures won4–2SCHA wins · of 6 · 5Y

$10,000 · 5Y$14,025SCHA · IWM $13,509

Lowest cost0.03%SCHA · $3 on $10k

Most income1.10%SCHA · $110 on $10k

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

Held in common66.1%SCHA and IWM

SCHA

IWM

Schwab U.S. Small-Cap ETF · $22.4BiShares Russell 2000 ETF · $77.4B

+22.2%3 years · per year$18,236 · $18,002+21.6%

+7.0%5 years · per year$14,025 · $13,509+6.2%

0.03%Expense ratio$3 · $19 on $10k · lower wins0.19%

1.10%12-mo yield$110 · $96 on $10k0.96%

−11.2%Worst dropSmaller wins−11.1%

18.6%VolatilityLower wins18.2%

4–2SCHA wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHA · IWM

0.3%GKOS0.5%

0.3%BTSG0.4%

0.2%VSAT0.3%

0.2%UMBF0.3%

Held in common66.1%

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	ASCHA	Schwab U.S. Small-Cap ETFRead Desk		0.03%	1.10%	+1.4%	+18.8%	+21.4%	+22.2%	+7.0%	−11.2%	$22.4B
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	ASCHA	Schwab U.S. Small-Cap ETFRead Desk		0.03%	1.10%	+1.4%	+18.8%	+21.4%	+22.2%	+7.0%	−11.2%	$22.4B
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

SCHA vs IWM

SCHA

Schwab U.S. Small-Cap

$14,025

IWM

iShares Russell 2000

$13,509

MeasureSCHAIWM

Fee0.03%0.19%

Cost on $10k a year$3$19

Yield1.10%0.96%

5 years, per year+7.0%+6.2%

3 years, per year+22.2%+21.6%

Worst drop · 1Y−11.2%−11.1%

Volatility · 1Y18.6%18.2%

4–2measures won
SCHA first

66.1%

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: SCHA, IWM

Today

66.1%most shared, SCHA and IWM

SCHAIWM

SCHA—66.1%

IWM66.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, SCHA

SCHA$110 − $3 = $107

IWM$96 − $19 = $77

KeptFee

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