VBR vs IWM

AVBR

BIWM

Measures won5–1VBR wins · of 6 · 5Y

$10,000 · 5Y$15,249VBR · IWM $13,064

Lowest cost0.05%VBR · $5 on $10k

Most income1.80%VBR · $180 on $10k

Smallest drop−8.9%VBR · worst fall in 1Y

Held in common24.9%VBR and IWM

VBR

IWM

Vanguard Morningstar Small-Cap Value ETF · $35.1BiShares Russell 2000 ETF · $75.8B

+20.5%3 years · per year$17,478 · $17,832+21.3%

+8.8%5 years · per year$15,249 · $13,064+5.5%

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

1.80%12-mo yield$180 · $98 on $10k0.98%

−8.9%Worst dropSmaller wins−11.1%

13.9%VolatilityLower wins18.1%

5–1VBR wins

$10,000 · 5 yearsOne scale

Shared top holdingsVBR · IWM

0.2%MOG-A0.3%

0.2%VSAT0.3%

0.2%UMBF0.3%

0.2%JXN0.3%

Held in common24.9%

End-of-day Nov 3, 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	AVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.80%	−0.4%	+17.4%	+21.0%	+20.5%	+8.8%	−8.9%	$35.1B
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.98%	+0.2%	+14.4%	+14.8%	+21.3%	+5.5%	−11.1%	$75.8B

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

Both

5Y2 funds

#			Trend
1	AVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.80%	−0.4%	+17.4%	+21.0%	+20.5%	+8.8%	−8.9%	$35.1B
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.98%	+0.2%	+14.4%	+14.8%	+21.3%	+5.5%	−11.1%	$75.8B

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

Cards for this view

VBR vs IWM

VBR

Vanguard Morningstar Small-Cap Value

$15,249

IWM

iShares Russell 2000

$13,064

MeasureVBRIWM

Fee0.05%0.19%

Cost on $10k a year$5$19

Yield1.80%0.98%

5 years, per year+8.8%+5.5%

3 years, per year+20.5%+21.3%

Worst drop · 1Y−8.9%−11.1%

Volatility · 1Y13.9%18.1%

5–1measures won
VBR first

24.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: VBR, IWM

Today

24.9%most shared, VBR and IWM

VBRIWM

VBR—24.9%

IWM24.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$175most kept, VBR

VBR$180 − $5 = $175

IWM$98 − $19 = $79

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee