XSHQ vs IWM

AXSHQ

BIWM

Measures won4–2XSHQ wins · of 6 · 5Y

$10,000 · 5Y$12,911XSHQ · IWM $12,637

Lowest cost0.19%IWM · $19 on $10k

Most income1.22%XSHQ · $122 on $10k

Smallest drop−9.9%XSHQ · worst fall in 1Y

Held in common10.0%XSHQ and IWM

XSHQ

IWM

Invesco S&P SmallCap Quality ETF · $298MiShares Russell 2000 ETF · $77.4B

+11.5%3 years · per year$13,875 · $17,029+19.4%

+5.2%5 years · per year$12,911 · $12,637+4.8%

0.29%Expense ratio$29 · $19 on $10k · lower wins0.19%

1.22%12-mo yield$122 · $101 on $10k1.01%

−9.9%Worst dropSmaller wins−11.1%

16.3%VolatilityLower wins18.7%

4–2XSHQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsXSHQ · IWM

1.5%TGTX0.3%

1.6%ZWS0.2%

2.1%FTDR0.2%

1.3%MATX0.2%

Held in common10.0%

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	AXSHQ	Invesco S&P SmallCap Quality ETFRead Desk		0.29%	1.22%	−4.3%	+8.5%	+12.1%	+11.5%	+5.2%	−9.9%	$298M
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	AXSHQ	Invesco S&P SmallCap Quality ETFRead Desk		0.29%	1.22%	−4.3%	+8.5%	+12.1%	+11.5%	+5.2%	−9.9%	$298M
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

XSHQ vs IWM

XSHQ

Invesco S&P SmallCap Quality

$12,911

IWM

iShares Russell 2000

$12,637

MeasureXSHQIWM

Fee0.29%0.19%

Cost on $10k a year$29$19

Yield1.22%1.01%

5 years, per year+5.2%+4.8%

3 years, per year+11.5%+19.4%

Worst drop · 1Y−9.9%−11.1%

Volatility · 1Y16.3%18.7%

4–2measures won
XSHQ first

10.0%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: XSHQ, IWM

Today

10.0%most shared, XSHQ and IWM

XSHQIWM

XSHQ—10.0%

IWM10.0%—

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

Income After Fees on $10,000

$93most kept, XSHQ

XSHQ$122 − $29 = $93

IWM$101 − $19 = $82

KeptFee

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