Compare IWF and SVAL | ETF Tracker

IWF and SVAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.15%+28.3%+34.2%+22.4%+9.7%−9.0%14.9%$165M1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: IWF 2000 · SVAL 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Growth ETF · $121B$16,559

IWF

SVAL

iShares US Small Cap Value Factor ETF · $165M$15,861

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IWFMeasureSVAL

−0.1%Year to dateJan 1 → Nov 4+28.3%

−3.0%1 yearTotal return+34.2%

+22.3%3 years · per year$10,000 became $18,310 · $18,358+22.4%

+10.6%5 years · per year$10,000 became $16,559 · $15,861+9.7%

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

0.37%Trailing 12-mo yield$37 · $215 a year on $10k2.15%

−15.6%Worst dropSmaller is better−9.0%

18.3%VolatilityLower is calmer14.9%

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

2–6SVAL wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWF vs SVAL: Top 5 Holdings

Today

IWF

39.6%in top 5

SVAL

in top 54.3%

IWFStockSVAL

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 5NSIT0.9%

not top 5AMN0.9%

not top 5CBRL0.9%

not top 5FIVN0.8%

not top 5OSPN0.8%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

IWF vs SVAL Returns, Every Period

5Y

iSharesIWF

+10.6%

5 years, per year

SVALiShares

+9.7%

5 years, per year

IWFSVALFaded: behind in that period

1–3SVAL wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IWF vs SVAL

YTD

iSharesIWF

−0.1%

SVALiShares

+28.3%

−0.1%Year to date+28.3%

−15.6%Worst drop · 1Y−9.0%

18.3%Volatility · 1Y14.9%

0.4%Yield2.1%

$121BAssets$165M

4–0SVAL wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWF, SVAL

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

SVAL0.20%$20

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IWF, SVAL

1Y

2.15%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.15%$215

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$195most kept, SVAL

SVAL$215 − $20 = $195

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IWF, SVAL

Today

0.0%most shared, IWF and SVAL

IWFSVAL

IWF—0.0%

SVAL0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+34.2%SVAL, at 14.9% volatility

SVALWorst drop−9.0%14.9% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SVALIWF

+28.3%Year to date−0.1%

2.1%Yield0.4%

+34.2%Past year−3.0%

0.20%Fee0.18%

3–1SVAL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 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 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026