VO vs IWM

AVO

BIWM

Measures won5–1VO wins · of 6 · 5Y

$10,000 · 5Y$14,141SQLV · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−7.7%SQLV · worst fall in 1Y

Held in common0.0%VO and IWM

IWM

Vanguard Morningstar Mid-Cap ETF · $103BiShares Russell 2000 ETF · $76.6B

+18.6%3 years · per year$16,701 · $17,100+19.6%

+6.3%5 years · per year$13,590 · $12,766+5.0%

0.03%Expense ratio$3 · $19 on $10k · lower wins0.19%

1.39%12-mo yield$139 · $100 on $10k1.00%

−8.2%Worst dropSmaller wins−11.1%

12.9%VolatilityLower wins18.7%

5–1VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVO · IWM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	SQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
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	SQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
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

VO vs IWM

Vanguard Morningstar Mid-Cap

$13,590

IWM

iShares Russell 2000

$12,766

MeasureVOIWM

Fee0.03%0.19%

Cost on $10k a year$3$19

Yield1.39%1.00%

5 years, per year+6.3%+5.0%

3 years, per year+18.6%+19.6%

Worst drop · 1Y−8.2%−11.1%

Volatility · 1Y12.9%18.7%

5–1measures won
VO first

0.0%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SQLV, IWM, VO

Today

12.7%most shared, SQLV and IWM

SQLVIWMVO

SQLV—12.7%0.0%

IWM12.7%—0.0%

VO0.0%0.0%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IWM$100 − $19 = $81

SQLV$104 − $60 = $44

KeptFee

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