SMMV vs IWM

ASMMV

BIWM

Measures won4–2SMMV wins · of 6 · 5Y

$10,000 · 5Y$13,866SMMV · IWM $13,509

Lowest cost0.19%IWM · $19 on $10k

Most income1.54%SMMV · $154 on $10k

Smallest drop−7.0%SMMV · worst fall in 1Y

Held in common17.0%SMMV and IWM

SMMV

IWM

iShares MSCI USA Small-Cap Min Vol Factor ETF · $285MiShares Russell 2000 ETF · $77.4B

+16.1%3 years · per year$15,637 · $18,002+21.6%

+6.8%5 years · per year$13,866 · $13,509+6.2%

0.20%Expense ratio$20 · $19 on $10k · lower wins0.19%

1.54%12-mo yield$154 · $96 on $10k0.96%

−7.0%Worst dropSmaller wins−11.1%

9.5%VolatilityLower wins18.2%

4–2SMMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMMV · IWM

1.0%CTRE0.3%

0.5%PTGX0.3%

0.9%FCFS0.3%

0.3%KRYS0.3%

Held in common17.0%

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	ASMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk		0.20%	1.54%	+1.9%	+11.8%	+15.9%	+16.1%	+6.8%	−7.0%	$285M
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	ASMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk		0.20%	1.54%	+1.9%	+11.8%	+15.9%	+16.1%	+6.8%	−7.0%	$285M
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

SMMV vs IWM

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,866

IWM

iShares Russell 2000

$13,509

MeasureSMMVIWM

Fee0.20%0.19%

Cost on $10k a year$20$19

Yield1.54%0.96%

5 years, per year+6.8%+6.2%

3 years, per year+16.1%+21.6%

Worst drop · 1Y−7.0%−11.1%

Volatility · 1Y9.5%18.2%

4–2measures won
SMMV first

17.0%

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: SMMV, IWM

Today

17.0%most shared, SMMV and IWM

SMMVIWM

SMMV—17.0%

IWM17.0%—

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

Income After Fees on $10,000

$134most kept, SMMV

SMMV$154 − $20 = $134

IWM$96 − $19 = $77

KeptFee

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