Compare · 3 funds side by side · dividends reinvested

IWM, CALF and VTV

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,803VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.83% · $183 a year on $10k

Story of the three · RiskSmallest drop

IWM, CALF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.3

Pacer US Small Cap Cash Cows ETFUS Stock Styles · Small cap0.59%1.11%+30.7%+34.6%+12.5%+7.0%−7.9%16.3%$3.9B2.0

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+14.8%+17.3%+18.5%+4.9%−11.1%18.8%$77.9B2.8

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

End-of-day Nov 10, 2026 · returns include dividends · since: IWM 2000 · CALF 2017 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 2000 ETF · $77.9B$12,731

IWM

CALF

Pacer US Small Cap Cash Cows ETF · $3.9B$13,997

$10,000 five years ago, dividends reinvested · they hold 8.0% in common

IWMMeasure

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IWM vs CALF: Top 5 Holdings

Today

IWM

1.9%in top 5

CALF

in top 510.5%

IWMStockCALF

not top 5SUNB2.2%

not top 5OMC2.2%

not top 5THC2.1%

not top 5CTSH2.1%

not top 5KHC1.9%

Cost, Income and Risk

Fees: IWM, CALF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWM0.19%$19

CALF0.59%$59

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

Yields: IWM, CALF, VTV

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

IWM vs VB

YTD

iSharesIWM

+14.8%

VBVanguard

+14.8%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

CALF

+14.8%Year to dateJan 1 → Nov 10+30.7%

+17.3%1 yearTotal return+34.6%

+18.5%3 years · per year$10,000 became $16,624 · $14,245+12.5%

+4.9%5 years · per year$10,000 became $12,731 · $13,997+7.0%

0.19%Expense ratio$19 · $59 a year on $10k · lower is better0.59%

0.97%Trailing 12-mo yield$97 · $111 a year on $10k1.11%

−11.1%Worst dropSmaller is better−7.9%

18.8%VolatilityLower is calmer16.3%

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

2–6CALF wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.5%GKOSnot top 5

0.4%FROGnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%MOG-Anot top 5

Held in common8.0%

End-of-day Nov 10, 2026 · share of each fund

IWM vs CALF Returns, Every Period

5Y

iSharesIWM

+4.9%

5 years, per year

CALFPacer

+7.0%

5 years, per year

IWMCALFFaded: behind in that period

1–3CALF wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

IWM vs VTV

YTD

iSharesIWM

+14.8%

VTVVanguard

+21.0%

+14.8%Year to date+21.0%

−11.1%Worst drop · 1Y−6.4%

18.8%Volatility · 1Y10.8%

1.0%Yield1.8%

$77.9BAssets$184B

4–0VTV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

CALF1.11%$111

IWM0.97%$97

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$180most kept, VTV

VTV$183 − $3 = $180

IWM$97 − $19 = $78

CALF$111 − $59 = $52

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IWM, CALF, VTV

Today

8.0%most shared, IWM and CALF

IWMCALFVTV

IWM—8.0%0.0%

CALF8.0%—0.6%

VTV0.0%0.6%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+34.6%CALF, at 16.3% volatility

VTVWorst drop−6.4%10.8% vol

CALFWorst drop−7.9%16.3% vol

IWMWorst drop−11.1%18.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VTVCALF

+21.0%Year to date+30.7%

1.8%Yield1.1%

+24.8%Past year+34.6%

0.03%Fee0.59%

2–2level

End-of-day Nov 10, 2026

Year to date

+14.8%

1.0%Yield1.2%

$77.9BAssets$76.9B

1–0VB wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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IWM, CALF and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three