SMLF vs IWM

ASMLF

BIWM

Measures won6–0SMLF wins · of 6 · 5Y

$10,000 · 5Y$16,794SMLF · IWM $13,509

Lowest cost0.15%SMLF · $15 on $10k

Most income0.98%SMLF · $98 on $10k

Smallest drop−8.7%SMLF · worst fall in 1Y

Held in common28.5%SMLF and IWM

SMLF

IWM

iShares U.S. Small-Cap Equity Factor ETF · $4.2BiShares Russell 2000 ETF · $75.8B

+23.1%3 years · per year$18,634 · $18,002+21.6%

+10.9%5 years · per year$16,794 · $13,509+6.2%

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

0.98%12-mo yield$98 · $96 on $10k0.96%

−8.7%Worst dropSmaller wins−11.1%

16.9%VolatilityLower wins18.2%

6–0SMLF wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMLF · IWM

0.4%JXN0.3%

0.3%FROG0.3%

0.3%ALKS0.3%

0.3%MAC0.2%

Held in common28.5%

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	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	0.98%	+1.2%	+16.7%	+18.1%	+23.1%	+10.9%	−8.7%	$4.2B
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B

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	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	0.98%	+1.2%	+16.7%	+18.1%	+23.1%	+10.9%	−8.7%	$4.2B
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B

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

SMLF vs IWM

SMLF

iShares U.S. Small-Cap Equity Factor

$16,794

IWM

iShares Russell 2000

$13,509

MeasureSMLFIWM

Fee0.15%0.19%

Cost on $10k a year$15$19

Yield0.98%0.96%

5 years, per year+10.9%+6.2%

3 years, per year+23.1%+21.6%

Worst drop · 1Y−8.7%−11.1%

Volatility · 1Y16.9%18.2%

5–0measures won
SMLF first

28.5%

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%

$75.8BAssets$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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: SMLF, IWM

Today

28.5%most shared, SMLF and IWM

SMLFIWM

SMLF—28.5%

IWM28.5%—

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

Income After Fees on $10,000

$83most kept, SMLF

SMLF$98 − $15 = $83

IWM$96 − $19 = $77

KeptFee

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