Compare · 2 funds side by side · dividends reinvested

ISCV and IWM

ISCViShares×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,758ISCV · best of the two

02 / 04

ISCV and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Small Cap Value ETFUS Stock Styles · Small cap0.06%1.89%+16.6%+21.2%+20.6%+8.1%−9.3%14.3%$693M1.1

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+14.4%+14.8%+21.3%+5.5%−11.1%18.1%$75.8B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: ISCV 2004 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $75.8B$13,064

IWM

ISCV

iShares Morningstar Small Cap Value ETF · $693M$14,758

$10,000 five years ago, dividends reinvested · they hold 39.8% in common

IWMMeasureISCV

+14.4%Year to dateJan 1 → Nov 3+16.6%

+14.8%1 yearTotal return+21.2%

+21.3%3 years · per year$10,000 became $17,832 · $17,545+20.6%

+5.5%5 years · per year$10,000 became $13,064 · $14,758+8.1%

0.19%Expense ratio$19 · $6 a year on $10k · lower is better0.06%

0.98%Trailing 12-mo yield$98 · $189 a year on $10k1.89%

−11.1%Worst dropSmaller is better−9.3%

18.1%VolatilityLower is calmer14.3%

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

1–7ISCV wins

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

More Ways to See the Pairs

IWM vs ISCV: Top 5 Holdings

Today

IWM

1.9%in top 5

ISCV

in top 53.0%

IWMStockISCV

not top 5SWKS0.7%

not top 5BBY0.6%

not top 5APA0.6%

not top 5HST0.6%

not top 5CRL0.6%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%FROGnot top 5

0.3%TWSTnot top 5

0.3%MOG-Anot top 5

Held in common39.8%

End-of-day Nov 3, 2026 · share of each fund

IWM vs ISCV Returns, Every Period

iSharesIWM

+5.5%

5 years, per year

ISCViShares

+8.1%

5 years, per year

IWMISCVFaded: behind in that period

1–3ISCV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IWM vs ISCV

YTD

iSharesIWM

+14.4%

ISCViShares

+16.6%

+14.4%Year to date+16.6%

−11.1%Worst drop · 1Y−9.3%

18.1%Volatility · 1Y14.3%

1.0%Yield1.9%

$75.8BAssets$693M

4–0ISCV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ISCV, IWM

Today

0.06%lowest, ISCV

FundExpense ratioFee$10k

ISCV0.06%$6

IWM0.19%$19

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: ISCV, IWM

1.89%highest, ISCV

FundTrailing yieldYield$10k

ISCV1.89%$189

IWM0.98%$98

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$183most kept, ISCV

ISCV$189 − $6 = $183

IWM$98 − $19 = $79

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: ISCV, IWM

Today

39.8%most shared, ISCV and IWM

ISCVIWM

ISCV—39.8%

IWM39.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.2%ISCV, at 14.3% volatility

ISCVWorst drop−9.3%14.3% vol

IWMWorst drop−11.1%18.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

ISCVIWM

+16.6%Year to date+14.4%

1.9%Yield1.0%

+21.2%Past year+14.8%

0.06%Fee0.19%

4–0ISCV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026