VB vs IWM

AVB

BIWM

Measures won5–1VB wins · of 6 · 5Y

$10,000 · 5Y$14,049IJH · VB $13,532

Lowest cost0.03%VB · $3 on $10k

Most income1.24%VB · $124 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common24.6%VB and IWM

IWM

Vanguard Morningstar Small-Cap ETF · $76.9BiShares Russell 2000 ETF · $77.9B

+18.8%3 years · per year$16,782 · $17,194+19.8%

+6.2%5 years · per year$13,532 · $12,845+5.1%

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

1.24%12-mo yield$124 · $97 on $10k0.97%

−9.0%Worst dropSmaller wins−11.1%

16.4%VolatilityLower wins18.8%

5–1VB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVB · IWM

0.2%TWST0.3%

0.1%TXG0.2%

0.1%MOG-A0.3%

0.1%FROG0.4%

Held in common24.6%

End-of-day Nov 9, 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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.24%	+3.1%	+15.3%	+19.2%	+18.8%	+6.2%	−9.0%	$76.9B
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$77.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.24%	+3.1%	+15.3%	+19.2%	+18.8%	+6.2%	−9.0%	$76.9B
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$77.9B

End-of-day Nov 9, 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

$13,533

IWM

iShares Russell 2000

$12,845

MeasureVBIWM

Fee0.03%0.19%

Cost on $10k a year$3$19

Yield1.24%0.97%

5 years, per year+6.2%+5.1%

3 years, per year+18.8%+19.8%

Worst drop · 1Y−9.0%−11.1%

Volatility · 1Y16.4%18.8%

5–1measures won
VB first

24.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: VB, IWM, IJH

Today

41.6%most shared, VB and IJH

VBIWMIJH

VB—24.6%41.6%

IWM24.6%—12.7%

IJH41.6%12.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, VB

VB$124 − $3 = $121

IJH$121 − $5 = $116

IWM$97 − $19 = $78

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee