VTWV vs IWM

AVTWV

BIWM

Measures won6–0VTWV wins · of 6 · 5Y

$10,000 · 5Y$14,090VTWV · IWM $12,766

Lowest cost0.06%VTWV · $6 on $10k

Most income1.72%VTWV · $172 on $10k

Smallest drop−8.6%VTWV · worst fall in 1Y

Held in common55.7%VTWV and IWM

VTWV

IWM

Vanguard Russell 2000 Value ETF · $1.3BiShares Russell 2000 ETF · $75.4B

+20.4%3 years · per year$17,455 · $17,100+19.6%

+7.1%5 years · per year$14,090 · $12,766+5.0%

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

1.72%12-mo yield$172 · $100 on $10k1.00%

−8.6%Worst dropSmaller wins−11.1%

16.3%VolatilityLower wins18.7%

6–0VTWV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTWV · IWM

0.6%UMBF0.3%

0.6%CTRE0.3%

0.6%JXN0.3%

0.5%ONB0.3%

Held in common55.7%

End-of-day Nov 6, 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	AVTWV	Vanguard Russell 2000 Value ETFRead Desk		0.06%	1.72%	−0.1%	+17.7%	+21.4%	+20.4%	+7.1%	−8.6%	$1.3B
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVTWV	Vanguard Russell 2000 Value ETFRead Desk		0.06%	1.72%	−0.1%	+17.7%	+21.4%	+20.4%	+7.1%	−8.6%	$1.3B
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VTWV vs IWM

VTWV

Vanguard Russell 2000 Value

$14,090

IWM

iShares Russell 2000

$12,766

MeasureVTWVIWM

Fee0.06%0.19%

Cost on $10k a year$6$19

Yield1.72%1.00%

5 years, per year+7.1%+5.0%

3 years, per year+20.4%+19.6%

Worst drop · 1Y−8.6%−11.1%

Volatility · 1Y16.3%18.7%

6–0measures won
VTWV first

55.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VTWV, IWM

Today

55.7%most shared, VTWV and IWM

VTWVIWM

VTWV—55.7%

IWM55.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$166most kept, VTWV

VTWV$172 − $6 = $166

IWM$100 − $19 = $81

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee