VIOG vs IWM

AVIOG

BIWM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$13,509IWM · VIOG $13,295

Lowest cost0.10%VIOG · $10 on $10k

Most income0.96%IWM · $96 on $10k

Smallest drop−10.9%VIOG · worst fall in 1Y

Held in common31.8%VIOG and IWM

VIOG

IWM

Vanguard S&P Small-Cap 600 Growth ETF · $1.0BiShares Russell 2000 ETF · $75.8B

+18.5%3 years · per year$16,660 · $18,002+21.6%

+5.9%5 years · per year$13,295 · $13,509+6.2%

0.10%Expense ratio$10 · $19 on $10k · lower wins0.19%

0.75%12-mo yield$75 · $96 on $10k0.96%

−10.9%Worst dropSmaller wins−11.1%

16.8%VolatilityLower wins18.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVIOG · IWM

0.8%GKOS0.5%

1.2%VSAT0.3%

1.0%RHP0.3%

1.0%TGTX0.3%

Held in common31.8%

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	AVIOG	Vanguard S&P Small-Cap 600 Growth ETFRead Desk		0.10%	0.75%	+0.9%	+19.2%	+20.6%	+18.5%	+5.9%	−10.9%	$1.0B

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	AVIOG	Vanguard S&P Small-Cap 600 Growth ETFRead Desk		0.10%	0.75%	+0.9%	+19.2%	+20.6%	+18.5%	+5.9%	−10.9%	$1.0B

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

VIOG vs IWM

VIOG

Vanguard S&P Small-Cap 600 Growth

$13,295

IWM

iShares Russell 2000

$13,509

MeasureVIOGIWM

Fee0.10%0.19%

Cost on $10k a year$10$19

Yield0.75%0.96%

5 years, per year+5.9%+6.2%

3 years, per year+18.5%+21.6%

Worst drop · 1Y−10.9%−11.1%

Volatility · 1Y16.8%18.2%

3–3measures won
level

31.8%

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: VIOG, IWM

Today

31.8%most shared, VIOG and IWM

VIOGIWM

VIOG—31.8%

IWM31.8%—

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

VIOG$75 − $10 = $65

KeptFee

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