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%2.23%+23.2%+29.8%+20.6%+8.4%−9.0%15.4%$165M1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$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 5, 2026 · returns include dividends · since: IWF 2000 · SVAL 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares US Small Cap Value Factor ETF · $165M$14,959

SVAL

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

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

SVALMeasureIWF

+23.2%Year to dateJan 1 → Nov 5−6.5%

+29.8%1 yearTotal return−7.6%

+20.6%3 years · per year$10,000 became $17,555 · $17,073+19.5%

+8.4%5 years · per year$10,000 became $14,959 · $15,330+8.9%

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

2.23%Trailing 12-mo yield$223 · $39 a year on $10k0.39%

−9.0%Worst dropSmaller is better−14.6%

15.4%VolatilityLower is calmer19.3%

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

6–2SVAL wins

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

More Ways to See the Pairs

SVAL vs IWF: Top 5 Holdings

Today

SVAL

4.3%in top 5

IWF

in top 539.6%

SVALStockIWF

not top 5NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

0.9%NSITnot top 5

0.9%AMNnot top 5

0.9%CBRLnot top 5

0.8%FIVNnot top 5

0.8%OSPNnot top 5

Held in common0.0%

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

SVAL vs IWF Returns, Every Period

5Y

iSharesSVAL

+8.4%

5 years, per year

IWFiShares

+8.9%

5 years, per year

SVALIWFFaded: behind in that period

3–1SVAL wins

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

SVAL vs IWF

YTD

iSharesSVAL

+23.2%

IWFiShares

−6.5%

+23.2%Year to date−6.5%

−9.0%Worst drop · 1Y−14.6%

15.4%Volatility · 1Y19.3%

2.2%Yield0.4%

$165MAssets$121B

4–0SVAL wins

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

Yields: IWF, SVAL

1Y

2.23%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.23%$223

IWF0.39%$39

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

Income After Fees on $10,000

1Y

$203most kept, SVAL

SVAL$223 − $20 = $203

IWF$39 − $18 = $21

KeptFee

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

Return vs Bumpiness: 2 ETFs

1Y

+29.8%SVAL, at 15.4% volatility

SVALWorst drop−9.0%15.4% 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

SVALIWF

+23.2%Year to date−6.5%

2.2%Yield0.4%

+29.8%Past year−7.6%

0.20%Fee0.18%

3–1SVAL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026