XSLV vs IWM

AXSLV

BIWM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,892IWF · IWM $12,845

Lowest cost0.18%IWF · $18 on $10k

Most income2.36%XSLV · $236 on $10k

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

Held in common10.3%XSLV and IWM

XSLV

IWM

Invesco S&P SmallCap Low Volatility ETF · $238MiShares Russell 2000 ETF · $76.6B

+12.4%3 years · per year$14,202 · $17,194+19.8%

+3.2%5 years · per year$11,733 · $12,845+5.1%

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

2.36%12-mo yield$236 · $97 on $10k0.97%

−9.5%Worst dropSmaller wins−11.1%

13.2%VolatilityLower wins18.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXSLV · IWM

0.9%RHP0.3%

1.0%TRNO0.2%

0.6%ZWS0.2%

1.0%EPRT0.2%

Held in common10.3%

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
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
3	AXSLV	Invesco S&P SmallCap Low Volatility ETFRead Desk	0.25%	2.36%	+1.3%	+13.8%	+17.2%	+12.4%	+3.2%	−9.5%	$238M

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
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
3	AXSLV	Invesco S&P SmallCap Low Volatility ETFRead Desk	0.25%	2.36%	+1.3%	+13.8%	+17.2%	+12.4%	+3.2%	−9.5%	$238M

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

XSLV vs IWM

XSLV

Invesco S&P SmallCap Low Volatility

$11,734

IWM

iShares Russell 2000

$12,845

MeasureXSLVIWM

Fee0.25%0.19%

Cost on $10k a year$25$19

Yield2.36%0.97%

5 years, per year+3.2%+5.1%

3 years, per year+12.4%+19.8%

Worst drop · 1Y−9.5%−11.1%

Volatility · 1Y13.2%18.8%

3–3measures won
level

10.3%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

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

Overlap: XSLV, IWM, IWF

Today

10.3%most shared, XSLV and IWM

XSLVIWMIWF

XSLV—10.3%0.0%

IWM10.3%—0.0%

IWF0.0%0.0%—

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

Income After Fees on $10,000

$211most kept, XSLV

XSLV$236 − $25 = $211

IWM$97 − $19 = $78

IWF$38 − $18 = $20

KeptFee

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