TMSL vs IWR

ATMSL

BIWR

Measures won1–4IWR wins · of 6 · 5Y

$10,000 · 5Y$14,596IWR

Lowest cost0.18%IWR · $18 on $10k

Most income1.14%IWR · $114 on $10k

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common15.7%TMSL and IWR

TMSL

IWR

T. Rowe Price Small-Mid Cap ETF · $3.2BiShares Russell Mid-Cap ETF · $58.8B

+22.7%3 years · per year$18,460 · $17,790+21.2%

[…]5 years · per year[…] · $14,596+7.9%

0.55%Expense ratio$55 · $18 on $10k · lower wins0.18%

0.48%12-mo yield$48 · $114 on $10k1.14%

−11.2%Worst dropSmaller wins−8.2%

18.2%VolatilityLower wins13.4%

1–4IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsTMSL · IWR

0.5%NTRA0.4%

0.3%HBAN0.2%

0.8%TDY0.2%

0.4%AEE0.2%

Held in common15.7%

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	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.8B
2	ATMSL	T. Rowe Price Small-Mid Cap ETFRead Desk		0.55%	0.48%	+1.0%	+18.2%	+21.6%	+22.7%	new	−11.2%	$3.2B

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	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.8B
2	ATMSL	T. Rowe Price Small-Mid Cap ETFRead Desk		0.55%	0.48%	+1.0%	+18.2%	+21.6%	+22.7%	new	−11.2%	$3.2B

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

TMSL vs IWR

TMSL

T. Rowe Price Small-Mid Cap

[…]

IWR

iShares Russell Mid-Cap

$14,596

MeasureTMSLIWR

Fee0.55%0.18%

Cost on $10k a year$55$18

Yield0.48%1.14%

5 years, per year[…]+7.9%

3 years, per year+22.7%+21.2%

Worst drop · 1Y−11.2%−8.2%

Volatility · 1Y18.2%13.4%

4–1measures won
IWR first

15.7%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: TMSL, IWR

Today

15.7%most shared, TMSL and IWR

TMSLIWR

TMSL—15.7%

IWR15.7%—

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

Income After Fees on $10,000

$96most kept, IWR

IWR$114 − $18 = $96

TMSL$48 − $55 = −$7

KeptFee

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