Compare · 3 funds side by side · dividends reinvested

IWF, SVAL and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,326VUG · 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 VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+25.0%+29.4%+19.6%+7.8%−9.0%15.5%$162M1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: IWF 2000 · SVAL 2020 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares US Small Cap Value Factor ETF · $162M$14,574

SVAL

IWF

iShares Russell 1000 Growth ETF · $119B$15,697

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

SVALMeasure

More Ways to See the Pairs

SVAL vs IWF: Top 5 Holdings

Today

SVAL

4.2%in top 5

IWF

in top 538.2%

SVALStockIWF

not top 5NVDA12.8%

not top 5AAPL8.8%

not top 5MSFT6.1%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: IWF, SVAL, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

SVAL0.20%$20

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: IWF, SVAL, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

IWF

+25.0%Year to dateJan 1 → Nov 12−1.5%

+29.4%1 yearTotal return−3.0%

+19.6%3 years · per year$10,000 became $17,116 · $16,957+19.2%

+7.8%5 years · per year$10,000 became $14,574 · $15,697+9.4%

0.20%Expense ratio$20 · $18 a year on $10k · lower is better0.18%

2.20%Trailing 12-mo yield$220 · $37 a year on $10k0.37%

−9.0%Worst dropSmaller is better−14.6%

15.5%VolatilityLower is calmer19.6%

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

6–2SVAL wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.1%

0.9%NSITnot top 5

0.9%MGNInot top 5

0.8%CBRLnot top 5

0.8%IBEXnot top 5

0.8%AZTAnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

SVAL vs IWF Returns, Every Period

5Y

iSharesSVAL

+7.8%

5 years, per year

IWFiShares

+9.4%

5 years, per year

SVALIWFFaded: behind in that period

3–1SVAL wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

SVAL vs VUG

YTD

iSharesSVAL

+25.0%

VUGVanguard

+4.9%

+25.0%Year to date+4.9%

−9.0%Worst drop · 1Y−15.1%

15.5%Volatility · 1Y19.1%

2.2%Yield0.4%

$162MAssets$233B

4–0SVAL wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

VUG0.41%$41

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$200most kept, SVAL

SVAL$220 − $20 = $200

VUG$41 − $3 = $38

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IWF, SVAL, VUG

Today

77.8%most shared, IWF and VUG

IWFSVALVUG

IWF—0.0%77.8%

SVAL0.0%—0.0%

VUG77.8%0.0%—

End-of-day Nov 12, 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

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVUG

+25.0%Year to date+4.9%

2.2%Yield0.4%

+29.4%Past year+3.5%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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IWF, SVAL and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three