XJR vs IWM

AXJR

BIWM

Measures won4–2XJR wins · of 6 · 5Y

$10,000 · 5Y$13,844XJR · IWM $13,509

Lowest cost0.12%XJR · $12 on $10k

Most income0.96%IWM · $96 on $10k

Smallest drop−10.2%XJR · worst fall in 1Y

Held in common43.5%XJR and IWM

XJR

IWM

iShares ESG Select Screened S&P Small-Cap ETF · $218MiShares Russell 2000 ETF · $77.4B

+19.4%3 years · per year$17,021 · $18,002+21.6%

+6.7%5 years · per year$13,844 · $13,509+6.2%

0.12%Expense ratio$12 · $19 on $10k · lower wins0.19%

0.92%12-mo yield$92 · $96 on $10k0.96%

−10.2%Worst dropSmaller wins−11.1%

16.5%VolatilityLower wins18.2%

4–2XJR wins

$10,000 · 5 yearsOne scale

Shared top holdingsXJR · IWM

0.7%VSAT0.3%

0.6%JXN0.3%

0.6%RHP0.3%

0.6%TGTX0.3%

Held in common43.5%

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	AXJR	iShares ESG Select Screened S&P Small-Cap ETFRead Desk		0.12%	0.92%	+1.9%	+19.9%	+22.6%	+19.4%	+6.7%	−10.2%	$218M
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	AXJR	iShares ESG Select Screened S&P Small-Cap ETFRead Desk		0.12%	0.92%	+1.9%	+19.9%	+22.6%	+19.4%	+6.7%	−10.2%	$218M
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

XJR vs IWM

XJR

iShares ESG Select Screened S&P Small-Cap

$13,845

IWM

iShares Russell 2000

$13,509

MeasureXJRIWM

Fee0.12%0.19%

Cost on $10k a year$12$19

Yield0.92%0.96%

5 years, per year+6.7%+6.2%

3 years, per year+19.4%+21.6%

Worst drop · 1Y−10.2%−11.1%

Volatility · 1Y16.5%18.2%

4–2measures won
XJR first

43.5%

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: XJR, IWM

Today

43.5%most shared, XJR and IWM

XJRIWM

XJR—43.5%

IWM43.5%—

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

Income After Fees on $10,000

$80most kept, XJR

XJR$92 − $12 = $80

IWM$96 − $19 = $77

KeptFee

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