Compare · 3 funds side by side · dividends reinvested

IWF, SMMV and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

IWF, SMMV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.57%+9.6%+13.3%+15.1%+6.0%−7.0%9.8%$279M1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.5

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: IWF 2000 · SMMV 2016 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $113B$15,330

IWF

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF · $279M$13,412

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

IWFMeasureSMMV

−6.5%Year to dateJan 1 → Nov 5+9.6%

−7.6%1 yearTotal return+13.3%

+19.5%3 years · per year$10,000 became $17,073 · $15,234+15.1%

+8.9%5 years · per year$10,000 became $15,330 · $13,412+6.0%

0.18%Expense ratio$18 · $20 a year on $10k · lower is better0.20%

0.39%Trailing 12-mo yield$39 · $157 a year on $10k1.57%

−14.6%Worst dropSmaller is better−7.0%

19.3%VolatilityLower is calmer9.8%

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

3–5SMMV wins

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

More Ways to See the Pairs

IWF vs SMMV: Top 5 Holdings

Today

IWF

39.6%in top 5

SMMV

in top 56.8%

IWFStockSMMV

14.6%NVDAnot top 5

8.5%AAPLnot top 5

6.4%MSFTnot top 5

5.3%GOOGLnot top 5

4.7%AVGOnot top 5

not top 5PNW1.5%

not top 5RNR1.4%

not top 5OHI1.4%

not top 5THG1.3%

not top 5ADC1.2%

Held in common0.6%

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

IWF vs SMMV Returns, Every Period

iSharesIWF

+8.9%

5 years, per year

SMMViShares

+6.0%

5 years, per year

IWFSMMVFaded: behind in that period

2–2Level

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

IWF vs SMMV

YTD

iSharesIWF

−6.5%

SMMViShares

+9.6%

−6.5%Year to date+9.6%

−14.6%Worst drop · 1Y−7.0%

19.3%Volatility · 1Y9.8%

0.4%Yield1.6%

$113BAssets$279M

4–0SMMV wins

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

Cost, Income and Risk

Fees: IWF, SMMV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

SMMV0.20%$20

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

Yields: IWF, SMMV, VUG

1.57%highest, SMMV

FundTrailing yieldYield$10k

SMMV1.57%$157

VUG0.43%$43

IWF0.39%$39

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

Income After Fees on $10,000

$137most kept, SMMV

SMMV$157 − $20 = $137

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

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

Overlap: IWF, SMMV, VUG

Today

78.0%most shared, IWF and VUG

IWFSMMVVUG

IWF—0.6%78.0%

SMMV0.6%—0.0%

VUG78.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+13.3%SMMV, at 9.8% volatility

SMMVWorst drop−7.0%9.8% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

SMMVVUG

+9.6%Year to date+0.5%

1.6%Yield0.4%

+13.3%Past year−0.6%

0.20%Fee0.03%

3–1SMMV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026