Compare · 4 funds side by side · dividends reinvested

AFSC, IWM, VO and VUG

AFSCAberdeen×IWMiShares×VOVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,124VUG · best of the four

02 / 04

AFSC, IWM, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.9

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$76.6B2.3

abrdn Focused U.S. Small Cap Active ETFUS Stock Styles · Small cap1.09%0.07%+16.6%+19.7%[…][…]−11.4%18.9%$9M2.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: AFSC 1997 · IWM 2000 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

abrdn Focused U.S. Small Cap Active ETF · $9M[…]

AFSC

IWM

iShares Russell 2000 ETF · $76.6B$12,766

$10,000 five years ago, dividends reinvested · they hold 5.0% in common

AFSCMeasureIWM

+16.6%Year to dateJan 1 → Nov 6+11.9%

+19.7%1 yearTotal return+13.0%

[…]3 years · per year$10,000 became […] · $17,100+19.6%

[…]5 years · per year$10,000 became […] · $12,766+5.0%

1.09%Expense ratio$109 · $19 a year on $10k · lower is better0.19%

0.07%Trailing 12-mo yield$7 · $100 a year on $10k1.00%

−11.4%Worst dropSmaller is better−11.1%

18.9%VolatilityLower is calmer18.7%

AFSCIWM Winner of the row, in its colourEach row: the bigger of the two fills its side

2–4IWM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AFSC vs IWM: Top 5 Holdings

Today

AFSC

17.2%in top 5

IWM

in top 51.8%

AFSCStockIWM

3.7%AHRnot top 5

3.6%QTWOnot top 5

3.6%MMSInot top 5

3.2%KWRnot top 5

3.1%SBCFnot top 5

not top 5GKOS0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5RHP0.3%

Held in common5.0%

End-of-day Nov 6, 2026 · share of each fund

AFSC vs IWM Returns, Every Period

AberdeenAFSC

+19.7%

past year

IWMiShares

+13.0%

past year

AFSCIWMFaded: behind in that period

2–0AFSC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

AFSC vs VO

YTD

AberdeenAFSC

+16.6%

VOVanguard

+10.6%

+16.6%Year to date+10.6%

−11.4%Worst drop · 1Y−8.2%

18.9%Volatility · 1Y12.9%

0.1%Yield1.4%

$9.4MAssets$103B

3–1VO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFSC, IWM, VO, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

IWM0.19%$19

AFSC1.09%$109

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AFSC, IWM, VO, VUG

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

IWM1.00%$100

VUG0.42%$42

AFSC0.07%$7

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IWM$100 − $19 = $81

VUG$42 − $3 = $39

AFSC$7 − $109 = −$102

KeptFee

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

Overlap: AFSC, IWM, VO, VUG

Today

10.2%most shared, VO and VUG

AFSCIWMVOVUG

AFSC—5.0%0.0%0.0%

IWM5.0%—0.0%0.0%

VO0.0%0.0%—10.2%

VUG0.0%0.0%10.2%—

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

Return vs Bumpiness: 4 ETFs

+19.7%AFSC, at 18.9% volatility

VOWorst drop−8.2%12.9% vol

IWMWorst drop−11.1%18.7% vol

AFSCWorst drop−11.4%18.9% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOAFSC

+10.6%Year to date+16.6%

1.4%Yield0.1%

+11.6%Past year+19.7%

0.03%Fee1.09%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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