VB vs IWM

AVB

BIWM

Measures won5–1VB wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · VB $13,310

Lowest cost0.03%VB · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common24.6%VB and IWM

IWM

Vanguard Morningstar Small-Cap ETF · $76.9BiShares Russell 2000 ETF · $77.4B

+18.5%3 years · per year$16,641 · $17,029+19.4%

+5.9%5 years · per year$13,310 · $12,637+4.8%

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

1.28%12-mo yield$129 · $101 on $10k1.01%

−9.0%Worst dropSmaller wins−11.1%

16.2%VolatilityLower wins18.7%

5–1VB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVB · IWM

0.2%TWST0.3%

0.1%TXG0.3%

0.1%MOG-A0.3%

0.1%FROG0.3%

Held in common24.6%

End-of-day Nov 5, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B

End-of-day Nov 5, 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

$13,310

IWM

iShares Russell 2000

$12,637

MeasureVBIWM

Fee0.03%0.19%

Cost on $10k a year$3$19

Yield1.28%1.01%

5 years, per year+5.9%+4.8%

3 years, per year+18.5%+19.4%

Worst drop · 1Y−9.0%−11.1%

Volatility · 1Y16.2%18.7%

5–1measures won
VB first

24.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VB, IWM, VTV

Today

24.6%most shared, VB and IWM

VBIWMVTV

VB—24.6%0.7%

IWM24.6%—0.0%

VTV0.7%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

VB$129 − $3 = $126

IWM$101 − $19 = $82

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee