VB vs IWM

AVB

BIWM

Measures won5–1VB wins · of 6 · 5Y

$10,000 · 5Y$14,105VB · IWM $13,509

Lowest cost0.03%VB · $3 on $10k

Most income1.23%VB · $123 on $10k

Smallest drop−9.0%VB · worst fall in 1Y

Held in common24.7%VB and IWM

IWM

Vanguard Morningstar Small-Cap ETF · $76.9BiShares Russell 2000 ETF · $75.8B

+20.5%3 years · per year$17,489 · $18,002+21.6%

+7.1%5 years · per year$14,105 · $13,509+6.2%

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

1.23%12-mo yield$123 · $96 on $10k0.96%

−9.0%Worst dropSmaller wins−11.1%

15.7%VolatilityLower wins18.2%

5–1VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsVB · IWM

0.2%TWST0.3%

0.1%TXG0.3%

0.1%MOG-A0.3%

0.1%FROG0.3%

Held in common24.7%

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	AVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B
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	AVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B
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

VB vs IWM

Vanguard Morningstar Small-Cap

$14,105

IWM

iShares Russell 2000

$13,509

MeasureVBIWM

Fee0.03%0.19%

Cost on $10k a year$3$19

Yield1.23%0.96%

5 years, per year+7.1%+6.2%

3 years, per year+20.5%+21.6%

Worst drop · 1Y−9.0%−11.1%

Volatility · 1Y15.7%18.2%

5–1measures won
VB first

24.7%

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%

$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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VB, IWM

Today

24.7%most shared, VB and IWM

VBIWM

VB—24.7%

IWM24.7%—

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

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

IWM$96 − $19 = $77

KeptFee

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