VTWO vs IWM

AVTWO

BIWM

Measures won4–0VTWO wins · of 6 · 5Y

$10,000 · 5Y$12,951VTWO · IWM $12,845

Lowest cost0.06%VTWO · $6 on $10k

Most income1.19%VTWO · $119 on $10k

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

Held in common90.3%VTWO and IWM

VTWO

IWM

Vanguard Russell 2000 ETF · $16.6BiShares Russell 2000 ETF · $76.6B

+20.0%3 years · per year$17,280 · $17,194+19.8%

+5.3%5 years · per year$12,951 · $12,845+5.1%

0.06%Expense ratio$6 · $19 on $10k · lower wins0.19%

1.19%12-mo yield$119 · $97 on $10k0.97%

−11.1%Worst dropSmaller wins−11.1%

18.8%VolatilityLower wins18.8%

4–0VTWO wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTWO · IWM

0.3%FROG0.4%

0.4%MOG-A0.3%

0.3%UMBF0.3%

0.3%BTSG0.4%

Held in common90.3%

End-of-day Nov 9, 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	AVTWO	Vanguard Russell 2000 ETFRead Desk		0.06%	1.19%	+3.2%	+15.6%	+18.9%	+20.0%	+5.3%	−11.1%	$16.6B
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$76.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVTWO	Vanguard Russell 2000 ETFRead Desk		0.06%	1.19%	+3.2%	+15.6%	+18.9%	+20.0%	+5.3%	−11.1%	$16.6B
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$76.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VTWO vs IWM

VTWO

Vanguard Russell 2000

$12,951

IWM

iShares Russell 2000

$12,845

MeasureVTWOIWM

Fee0.06%0.19%

Cost on $10k a year$6$19

Yield1.19%0.97%

5 years, per year+5.3%+5.1%

3 years, per year+20.0%+19.8%

Worst drop · 1Y−11.1%−11.1%

Volatility · 1Y18.8%18.8%

4–0measures won
VTWO first

90.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VTWO, IWM

Today

90.3%most shared, VTWO and IWM

VTWOIWM

VTWO—90.3%

IWM90.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$113most kept, VTWO

VTWO$119 − $6 = $113

IWM$97 − $19 = $78

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee