VBK vs IWM

AVBK

BIWM

Measures won1–5IWM wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IWM $12,637

Lowest cost0.03%VUG · $3 on $10k

Most income1.01%IWM · $101 on $10k

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

Held in common23.6%VBK and IWM

VBK

IWM

Vanguard Morningstar Small-Cap Growth ETF · $22.8BiShares Russell 2000 ETF · $77.4B

+17.3%3 years · per year$16,156 · $17,029+19.4%

+2.0%5 years · per year$11,025 · $12,637+4.8%

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

0.44%12-mo yield$44 · $101 on $10k1.01%

−13.6%Worst dropSmaller wins−11.1%

21.2%VolatilityLower wins18.7%

1–5IWM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVBK · IWM

0.4%TWST0.3%

0.3%FROG0.3%

0.3%BTSG0.4%

0.3%GKOS0.5%

Held in common23.6%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B
3	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk	0.05%	0.44%	−5.4%	+5.0%	+6.9%	+17.3%	+2.0%	−13.6%	$22.8B

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B
3	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk	0.05%	0.44%	−5.4%	+5.0%	+6.9%	+17.3%	+2.0%	−13.6%	$22.8B

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

VBK vs IWM

VBK

Vanguard Morningstar Small-Cap Growth

$11,025

IWM

iShares Russell 2000

$12,637

MeasureVBKIWM

Fee0.05%0.19%

Cost on $10k a year$5$19

Yield0.44%1.01%

5 years, per year+2.0%+4.8%

3 years, per year+17.3%+19.4%

Worst drop · 1Y−13.6%−11.1%

Volatility · 1Y21.2%18.7%

5–1measures won
IWM first

23.6%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB 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

Overlap: VBK, IWM, VUG

Today

23.6%most shared, VBK and IWM

VBKIWMVUG

VBK—23.6%0.4%

IWM23.6%—0.0%

VUG0.4%0.0%—

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

Income After Fees on $10,000

$82most kept, IWM

IWM$101 − $19 = $82

VUG$43 − $3 = $40

VBK$44 − $5 = $39

KeptFee

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