SLYV vs IWM

ASLYV

BIWM

Measures won5–1SLYV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · SLYV $13,707

Lowest cost0.03%VTV · $3 on $10k

Most income1.97%SLYV · $197 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common34.2%SLYV and IWM

SLYV

IWM

State Street SPDR S&P 600 Small Cap Value ETF · $5.1BiShares Russell 2000 ETF · $75.4B

+17.6%3 years · per year$16,274 · $17,100+19.6%

+6.5%5 years · per year$13,707 · $12,766+5.0%

0.15%Expense ratio$15 · $19 on $10k · lower wins0.19%

1.97%12-mo yield$197 · $100 on $10k1.00%

−9.4%Worst dropSmaller wins−11.1%

16.1%VolatilityLower wins18.7%

5–1SLYV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSLYV · IWM

0.9%JXN0.3%

0.9%VSXY0.3%

0.3%LTH0.3%

0.8%SM0.3%

Held in common34.2%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk	0.15%	1.97%	−0.4%	+15.8%	+19.1%	+17.6%	+6.5%	−9.4%	$5.1B
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk	0.15%	1.97%	−0.4%	+15.8%	+19.1%	+17.6%	+6.5%	−9.4%	$5.1B
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B

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

SLYV vs IWM

SLYV

SPDR S&P 600 Small Cap Value

$13,707

IWM

iShares Russell 2000

$12,766

MeasureSLYVIWM

Fee0.15%0.19%

Cost on $10k a year$15$19

Yield1.97%1.00%

5 years, per year+6.5%+5.0%

3 years, per year+17.6%+19.6%

Worst drop · 1Y−9.4%−11.1%

Volatility · 1Y16.1%18.7%

5–1measures won
SLYV first

34.2%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

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

Overlap: SLYV, IWM, VTV

Today

34.2%most shared, SLYV and IWM

SLYVIWMVTV

SLYV—34.2%0.0%

IWM34.2%—0.0%

VTV0.0%0.0%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

SLYV$197 − $15 = $182

IWM$100 − $19 = $81

KeptFee

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