Compare · 3 funds side by side · dividends reinvested

IWF, SVAL and IJH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,505IWF · best of the three

Story of the three · IncomeMost incomeSVAL · 2.20% · $220 a year on $10k

Story of the three · RiskSmallest drop

IWF, SVAL and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+25.1%+29.4%+20.1%+7.4%−9.0%15.5%$163M1.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.7%+14.0%+16.4%+6.5%−8.8%15.8%$124B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$118B2.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: IWF 2000 · SVAL 2020 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Growth ETF · $118B$15,505

IWF

SVAL

iShares US Small Cap Value Factor ETF · $163M$14,289

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

IWFMeasure

More Ways to See the Pairs

IWF vs SVAL: Top 5 Holdings

Today

IWF

38.2%in top 5

SVAL

in top 54.2%

IWFStockSVAL

12.8%NVDAnot top 5

8.8%AAPLnot top 5

6.1%MSFTnot top 5

5.4%GOOGLnot top 5

5.1%AVGOnot top 5

Cost, Income and Risk

Fees: IWF, SVAL, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWF0.18%$18

SVAL0.20%$20

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: IWF, SVAL, IJH

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SVAL

−2.6%Year to dateJan 1 → Nov 13+25.1%

−3.9%1 yearTotal return+29.4%

+18.6%3 years · per year$10,000 became $16,699 · $17,339+20.1%

+9.2%5 years · per year$10,000 became $15,505 · $14,289+7.4%

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

0.38%Trailing 12-mo yield$38 · $220 a year on $10k2.20%

−14.6%Worst dropSmaller is better−9.0%

19.6%VolatilityLower is calmer15.5%

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

2–6SVAL wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NSIT0.9%

not top 5MGNI0.9%

not top 5CBRL0.8%

not top 5IBEX0.8%

not top 5AZTA0.8%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

IWF vs SVAL Returns, Every Period

5Y

iSharesIWF

+9.2%

5 years, per year

SVALiShares

+7.4%

5 years, per year

IWFSVALFaded: behind in that period

1–3SVAL wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

IWF vs SVAL

YTD

iSharesIWF

−2.6%

SVALiShares

+25.1%

−2.6%Year to date+25.1%

−14.6%Worst drop · 1Y−9.0%

19.6%Volatility · 1Y15.5%

0.4%Yield2.2%

$118BAssets$163M

4–0SVAL wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

IJH1.22%$122

IWF0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$200most kept, SVAL

SVAL$220 − $20 = $200

IJH$122 − $5 = $117

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: IWF, SVAL, IJH

Today

2.0%most shared, SVAL and IJH

IWFSVALIJH

IWF—0.0%1.9%

SVAL0.0%—2.0%

IJH1.9%2.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+29.4%SVAL, at 15.5% volatility

SVALWorst drop−9.0%15.5% vol

IJHWorst drop−8.8%15.8% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SVALIJH

+25.1%Year to date+12.7%

2.2%Yield1.2%

+29.4%Past year+14.0%

0.20%Fee0.05%

3–1SVAL wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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IWF, SVAL and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three