SMLF vs IWM

ASMLF

BIWM

Measures won6–0SMLF wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · SMLF $15,772

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · 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 · $76.6B

+20.9%3 years · per year$17,680 · $17,100+19.6%

+9.5%5 years · per year$15,772 · $12,766+5.0%

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

1.02%12-mo yield$102 · $100 on $10k1.00%

−8.7%Worst dropSmaller wins−11.1%

17.3%VolatilityLower wins18.7%

6–0SMLF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMLF · IWM

0.4%JXN0.3%

0.3%ALKS0.3%

0.3%MAC0.2%

0.2%ANF0.2%

Held in common28.5%

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	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	1.02%	+0.5%	+12.3%	+13.5%	+20.9%	+9.5%	−8.7%	$4.2B
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B

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	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	1.02%	+0.5%	+12.3%	+13.5%	+20.9%	+9.5%	−8.7%	$4.2B
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B

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

SMLF vs IWM

SMLF

iShares U.S. Small-Cap Equity Factor

$15,772

IWM

iShares Russell 2000

$12,766

MeasureSMLFIWM

Fee0.15%0.19%

Cost on $10k a year$15$19

Yield1.02%1.00%

5 years, per year+9.5%+5.0%

3 years, per year+20.9%+19.6%

Worst drop · 1Y−8.7%−11.1%

Volatility · 1Y17.3%18.7%

5–0measures won
SMLF first

28.5%

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%

$76.6BAssets$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: SMLF, IWM, VTV

Today

28.5%most shared, SMLF and IWM

SMLFIWMVTV

SMLF—28.5%0.1%

IWM28.5%—0.0%

VTV0.1%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

SMLF$102 − $15 = $87

IWM$100 − $19 = $81

KeptFee

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