VTV vs IWM

AVTV

BIWM

Measures won6–0VTV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · IWM $12,637

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%VTV and IWM

VTV

IWM

Vanguard Morningstar Value ETF · $184BiShares Russell 2000 ETF · $77.4B

+21.3%3 years · per year$17,832 · $17,029+19.4%

+12.0%5 years · per year$17,626 · $12,637+4.8%

0.03%Expense ratio$3 · $19 on $10k · lower wins0.19%

1.86%12-mo yield$186 · $101 on $10k1.01%

−6.4%Worst dropSmaller wins−11.1%

10.7%VolatilityLower wins18.7%

6–0VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTV · IWM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	AVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
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

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

Both

5Y2 funds

#			Trend
1	AVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
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

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

VTV vs IWM

VTV

Vanguard Morningstar Value

$17,626

IWM

iShares Russell 2000

$12,637

MeasureVTVIWM

Fee0.03%0.19%

Cost on $10k a year$3$19

Yield1.86%1.01%

5 years, per year+12.0%+4.8%

3 years, per year+21.3%+19.4%

Worst drop · 1Y−6.4%−11.1%

Volatility · 1Y10.7%18.7%

6–0measures won
VTV first

0.0%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

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: VTV, IWM

Today

0.0%most shared, VTV and IWM

VTVIWM

VTV—0.0%

IWM0.0%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

IWM$101 − $19 = $82

KeptFee

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