XSLV vs IWM

AXSLV

BIWM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$13,064IWM · XSLV $11,800

Lowest cost0.19%IWM · $19 on $10k

Most income2.38%XSLV · $238 on $10k

Smallest drop−9.5%XSLV · worst fall in 1Y

Held in common10.1%XSLV and IWM

XSLV

IWM

Invesco S&P SmallCap Low Volatility ETF · $241MiShares Russell 2000 ETF · $75.8B

+13.5%3 years · per year$14,607 · $17,832+21.3%

+3.4%5 years · per year$11,800 · $13,064+5.5%

0.25%Expense ratio$25 · $19 on $10k · lower wins0.19%

2.38%12-mo yield$238 · $98 on $10k0.98%

−9.5%Worst dropSmaller wins−11.1%

12.9%VolatilityLower wins18.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsXSLV · IWM

0.9%RHP0.3%

1.0%TRNO0.2%

0.7%ZWS0.2%

1.0%EPRT0.2%

Held in common10.1%

End-of-day Nov 3, 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	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.98%	+0.2%	+14.4%	+14.8%	+21.3%	+5.5%	−11.1%	$75.8B
2	AXSLV	Invesco S&P SmallCap Low Volatility ETFRead Desk		0.25%	2.38%	−1.1%	+12.8%	+17.2%	+13.5%	+3.4%	−9.5%	$241M

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

Both

5Y2 funds

#			Trend
1	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.98%	+0.2%	+14.4%	+14.8%	+21.3%	+5.5%	−11.1%	$75.8B
2	AXSLV	Invesco S&P SmallCap Low Volatility ETFRead Desk		0.25%	2.38%	−1.1%	+12.8%	+17.2%	+13.5%	+3.4%	−9.5%	$241M

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

Cards for this view

XSLV vs IWM

XSLV

Invesco S&P SmallCap Low Volatility

$11,800

IWM

iShares Russell 2000

$13,064

MeasureXSLVIWM

Fee0.25%0.19%

Cost on $10k a year$25$19

Yield2.38%0.98%

5 years, per year+3.4%+5.5%

3 years, per year+13.5%+21.3%

Worst drop · 1Y−9.5%−11.1%

Volatility · 1Y12.9%18.1%

3–3measures won
level

10.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: XSLV, IWM

Today

10.1%most shared, XSLV and IWM

XSLVIWM

XSLV—10.1%

IWM10.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$213most kept, XSLV

XSLV$238 − $25 = $213

IWM$98 − $19 = $79

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee