XSLV vs IWM

AXSLV

BIWM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWM $12,766

Lowest cost0.03%VUG · $3 on $10k

Most income2.39%XSLV · $239 on $10k

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

Held in common10.4%XSLV and IWM

XSLV

IWM

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

+12.6%3 years · per year$14,290 · $17,100+19.6%

+3.3%5 years · per year$11,749 · $12,766+5.0%

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

2.39%12-mo yield$239 · $100 on $10k1.00%

−9.5%Worst dropSmaller wins−11.1%

13.2%VolatilityLower wins18.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXSLV · IWM

0.9%RHP0.3%

1.0%TRNO0.2%

0.7%ZWS0.2%

1.0%EPRT0.2%

Held in common10.4%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B
3	AXSLV	Invesco S&P SmallCap Low Volatility ETFRead Desk	0.25%	2.39%	−0.6%	+12.3%	+15.0%	+12.6%	+3.3%	−9.5%	$238M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B
3	AXSLV	Invesco S&P SmallCap Low Volatility ETFRead Desk	0.25%	2.39%	−0.6%	+12.3%	+15.0%	+12.6%	+3.3%	−9.5%	$238M

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

XSLV vs IWM

XSLV

Invesco S&P SmallCap Low Volatility

$11,749

IWM

iShares Russell 2000

$12,766

MeasureXSLVIWM

Fee0.25%0.19%

Cost on $10k a year$25$19

Yield2.39%1.00%

5 years, per year+3.3%+5.0%

3 years, per year+12.6%+19.6%

Worst drop · 1Y−9.5%−11.1%

Volatility · 1Y13.2%18.7%

3–3measures won
level

10.4%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$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

Overlap: XSLV, IWM, VUG

Today

10.4%most shared, XSLV and IWM

XSLVIWMVUG

XSLV—10.4%0.0%

IWM10.4%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$214most kept, XSLV

XSLV$239 − $25 = $214

IWM$100 − $19 = $81

VUG$42 − $3 = $39

KeptFee

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