Compare · 3 funds side by side · dividends reinvested

CALF, IWM and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

CALF, IWM and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.3

Pacer US Small Cap Cash Cows ETFUS Stock Styles · Small cap0.59%1.13%+28.6%+33.3%+13.6%+7.4%−7.9%16.2%$3.8B2.0

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$76.6B2.8

Rank among the three1st → 3rdFee, 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: CALF 2017 · IWM 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Pacer US Small Cap Cash Cows ETF · $3.8B$14,272

CALF

IWM

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

$10,000 five years ago, dividends reinvested · they hold 8.3% in common

CALFMeasureIWM

+28.6%Year to dateJan 1 → Nov 6+11.9%

+33.3%1 yearTotal return+13.0%

+13.6%3 years · per year$10,000 became $14,659 · $17,100+19.6%

+7.4%5 years · per year$10,000 became $14,272 · $12,766+5.0%

0.59%Expense ratio$59 · $19 a year on $10k · lower is better0.19%

1.13%Trailing 12-mo yield$113 · $100 a year on $10k1.00%

−7.9%Worst dropSmaller is better−11.1%

16.2%VolatilityLower is calmer18.7%

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

6–2CALF wins

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

More Ways to See the Pairs

CALF vs IWM: Top 5 Holdings

Today

CALF

10.5%in top 5

IWM

in top 51.8%

CALFStockIWM

2.2%CTSHnot top 5

2.1%OMCnot top 5

2.1%THCnot top 5

2.0%SUNBnot top 5

2.0%KHCnot top 5

not top 5GKOS0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5RHP0.3%

Held in common8.3%

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

CALF vs IWM Returns, Every Period

PacerCALF

+7.4%

5 years, per year

IWMiShares

+5.0%

5 years, per year

CALFIWMFaded: behind in that period

3–1CALF wins

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

CALF vs VTV

YTD

PacerCALF

+28.6%

VTVVanguard

+18.5%

+28.6%Year to date+18.5%

−7.9%Worst drop · 1Y−6.4%

16.2%Volatility · 1Y10.7%

1.1%Yield1.9%

$3.8BAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: CALF, IWM, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWM0.19%$19

CALF0.59%$59

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

Yields: CALF, IWM, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

CALF1.13%$113

IWM1.00%$100

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IWM$100 − $19 = $81

CALF$113 − $59 = $54

KeptFee

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

Overlap: CALF, IWM, VTV

Today

8.3%most shared, CALF and IWM

CALFIWMVTV

CALF—8.3%0.6%

IWM8.3%—0.0%

VTV0.6%0.0%—

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

Return vs Bumpiness: 3 ETFs

+33.3%CALF, at 16.2% volatility

VTVWorst drop−6.4%10.7% vol

CALFWorst drop−7.9%16.2% vol

IWMWorst drop−11.1%18.7% vol

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

Paid More vs Made More

YTD

VTVCALF

+18.5%Year to date+28.6%

1.9%Yield1.1%

+22.9%Past year+33.3%

0.03%Fee0.59%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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