Compare · 3 funds side by side · dividends reinvested

AFSC, IWM and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,626VTV · best of the three

02 / 04

AFSC, IWM and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.0

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$77.4B2.4

abrdn Focused U.S. Small Cap Active ETFUS Stock Styles · Small cap1.09%0.06%+22.3%+25.7%[…][…]−10.3%18.4%$11M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: AFSC 1997 · IWM 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

abrdn Focused U.S. Small Cap Active ETF · $11M[…]

AFSC

IWM

iShares Russell 2000 ETF · $77.4B$12,637

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

AFSCMeasureIWM

+22.3%Year to dateJan 1 → Nov 5+16.2%

+25.7%1 yearTotal return+16.9%

[…]3 years · per year$10,000 became […] · $18,002+21.6%

[…]5 years · per year$10,000 became […] · $13,509+6.2%

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

0.06%Trailing 12-mo yield$6 · $96 a year on $10k0.96%

−10.3%Worst dropSmaller is better−11.1%

18.4%VolatilityLower is calmer18.2%

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

3–3Level

End-of-day Nov 5, 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

16.6%in top 5

IWM

in top 51.8%

AFSCStockIWM

3.6%AHRnot top 5

3.4%MMSInot top 5

3.4%QTWOnot top 5

3.1%KWRnot top 5

3.1%KNSAnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5TWST0.3%

Held in common5.0%

End-of-day Nov 5, 2026 · share of each fund

AFSC vs IWM Returns, Every Period

AberdeenAFSC

+25.7%

past year

IWMiShares

+16.9%

past year

AFSCIWMFaded: behind in that period

2–0AFSC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

AFSC vs VTV

YTD

AberdeenAFSC

+22.3%

VTVVanguard

+22.8%

+22.3%Year to date+22.8%

−10.3%Worst drop · 1Y−6.4%

18.4%Volatility · 1Y10.2%

0.1%Yield1.8%

$10.6MAssets$184B

4–0VTV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFSC, IWM, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWM0.19%$19

AFSC1.09%$109

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AFSC, IWM, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

IWM0.96%$96

AFSC0.06%$6

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

IWM$96 − $19 = $77

AFSC$6 − $109 = −$103

KeptFee

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

Overlap: AFSC, IWM, VTV

Today

5.0%most shared, AFSC and IWM

AFSCIWMVTV

AFSC—5.0%0.0%

IWM5.0%—0.0%

VTV0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

IWMWorst drop−11.1%18.2% vol

AFSCWorst drop−10.3%18.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VTVAFSC

+22.8%Year to date+22.3%

1.8%Yield0.1%

+27.5%Past year+25.7%

0.03%Fee1.09%

4–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026