VIOV vs IWM

AVIOV

BIWM

Measures won5–1VIOV wins · of 6 · 5Y

$10,000 · 5Y$14,505VIOV · IWM $13,509

Lowest cost0.10%VIOV · $10 on $10k

Most income1.61%VIOV · $161 on $10k

Smallest drop−9.3%VIOV · worst fall in 1Y

Held in common33.8%VIOV and IWM

VIOV

IWM

Vanguard S&P Small-Cap 600 Value ETF · $1.7BiShares Russell 2000 ETF · $77.4B

+20.0%3 years · per year$17,291 · $18,002+21.6%

+7.7%5 years · per year$14,505 · $13,509+6.2%

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

1.61%12-mo yield$161 · $96 on $10k0.96%

−9.3%Worst dropSmaller wins−11.1%

15.9%VolatilityLower wins18.2%

5–1VIOV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVIOV · IWM

0.3%GKOS0.5%

0.9%JXN0.3%

0.9%SM0.3%

0.8%VSXY0.2%

Held in common33.8%

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	AVIOV	Vanguard S&P Small-Cap 600 Value ETFRead Desk		0.10%	1.61%	+1.9%	+20.6%	+24.9%	+20.0%	+7.7%	−9.3%	$1.7B
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B

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	AVIOV	Vanguard S&P Small-Cap 600 Value ETFRead Desk		0.10%	1.61%	+1.9%	+20.6%	+24.9%	+20.0%	+7.7%	−9.3%	$1.7B
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B

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

VIOV vs IWM

VIOV

Vanguard S&P Small-Cap 600 Value

$14,505

IWM

iShares Russell 2000

$13,509

MeasureVIOVIWM

Fee0.10%0.19%

Cost on $10k a year$10$19

Yield1.61%0.96%

5 years, per year+7.7%+6.2%

3 years, per year+20.0%+21.6%

Worst drop · 1Y−9.3%−11.1%

Volatility · 1Y15.9%18.2%

5–1measures won
VIOV first

33.8%

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%

$77.4BAssets$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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: VIOV, IWM

Today

33.8%most shared, VIOV and IWM

VIOVIWM

VIOV—33.8%

IWM33.8%—

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

Income After Fees on $10,000

$151most kept, VIOV

VIOV$161 − $10 = $151

IWM$96 − $19 = $77

KeptFee

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