SLYV vs IWM

ASLYV

BIWM

Measures won5–1SLYV wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · SLYV $14,413

Lowest cost0.03%VUG · $3 on $10k

Most income1.90%SLYV · $190 on $10k

Smallest drop−9.4%SLYV · worst fall in 1Y

Held in common33.9%SLYV and IWM

SLYV

IWM

State Street SPDR S&P 600 Small Cap Value ETF · $5.0BiShares Russell 2000 ETF · $77.4B

+19.8%3 years · per year$17,172 · $18,002+21.6%

+7.6%5 years · per year$14,413 · $13,509+6.2%

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

1.90%12-mo yield$190 · $96 on $10k0.96%

−9.4%Worst dropSmaller wins−11.1%

15.8%VolatilityLower wins18.2%

5–1SLYV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSLYV · IWM

0.9%JXN0.3%

0.9%SM0.3%

0.9%VSXY0.2%

0.4%MAC0.2%

Held in common33.9%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk	0.15%	1.90%	+1.7%	+20.4%	+24.6%	+19.8%	+7.6%	−9.4%	$5.0B
3	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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk	0.15%	1.90%	+1.7%	+20.4%	+24.6%	+19.8%	+7.6%	−9.4%	$5.0B
3	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

SLYV vs IWM

SLYV

SPDR S&P 600 Small Cap Value

$14,413

IWM

iShares Russell 2000

$13,509

MeasureSLYVIWM

Fee0.15%0.19%

Cost on $10k a year$15$19

Yield1.90%0.96%

5 years, per year+7.6%+6.2%

3 years, per year+19.8%+21.6%

Worst drop · 1Y−9.4%−11.1%

Volatility · 1Y15.8%18.2%

5–1measures won
SLYV first

33.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

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

Overlap: SLYV, IWM, VUG

Today

33.9%most shared, SLYV and IWM

SLYVIWMVUG

SLYV—33.9%0.0%

IWM33.9%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$175most kept, SLYV

SLYV$190 − $15 = $175

IWM$96 − $19 = $77

VUG$40 − $3 = $37

KeptFee

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