VBK vs IWM

AVBK

BIWM

Measures won1–5IWM wins · of 6 · 5Y

$10,000 · 5Y$13,509IWM · VBK $11,893

Lowest cost0.05%VBK · $5 on $10k

Most income0.96%IWM · $96 on $10k

Smallest drop−11.1%IWM · worst fall in 1Y

Held in common23.8%VBK and IWM

VBK

IWM

Vanguard Morningstar Small-Cap Growth ETF · $22.8BiShares Russell 2000 ETF · $75.8B

+19.9%3 years · per year$17,239 · $18,002+21.6%

+3.5%5 years · per year$11,893 · $13,509+6.2%

0.05%Expense ratio$5 · $19 on $10k · lower wins0.19%

0.42%12-mo yield$42 · $96 on $10k0.96%

−11.4%Worst dropSmaller wins−11.1%

20.5%VolatilityLower wins18.2%

1–5IWM wins

$10,000 · 5 yearsOne scale

Shared top holdingsVBK · IWM

0.4%TWST0.3%

0.3%FROG0.3%

0.3%BTSG0.4%

0.3%GKOS0.5%

Held in common23.8%

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	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B
2	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk		0.05%	0.42%	+0.5%	+10.9%	+10.8%	+19.9%	+3.5%	−11.4%	$22.8B

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	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B
2	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk		0.05%	0.42%	+0.5%	+10.9%	+10.8%	+19.9%	+3.5%	−11.4%	$22.8B

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

VBK vs IWM

VBK

Vanguard Morningstar Small-Cap Growth

$11,893

IWM

iShares Russell 2000

$13,509

MeasureVBKIWM

Fee0.05%0.19%

Cost on $10k a year$5$19

Yield0.42%0.96%

5 years, per year+3.5%+6.2%

3 years, per year+19.9%+21.6%

Worst drop · 1Y−11.4%−11.1%

Volatility · 1Y20.5%18.2%

5–1measures won
IWM first

23.8%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

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

Overlap: VBK, IWM

Today

23.8%most shared, VBK and IWM

VBKIWM

VBK—23.8%

IWM23.8%—

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

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

VBK$42 − $5 = $37

KeptFee

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