Compare · 3 funds side by side · dividends reinvested

IWM, IJS and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,352VTV · best of the three

02 / 04

IWM, IJS and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.0

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.37%+20.2%+24.4%+19.7%+7.5%−9.3%15.9%$7.8B2.1

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$77.4B2.9

Rank among the three1st → 3rdFee, 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: IWM 2000 · IJS 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $77.4B$13,509

IWM

IJS

iShares S&P Small-Cap 600 Value ETF · $7.8B$14,359

$10,000 five years ago, dividends reinvested · they hold 34.0% in common

IWMMeasureIJS

+16.2%Year to dateJan 1 → Nov 4+20.2%

+16.9%1 yearTotal return+24.4%

+21.6%3 years · per year$10,000 became $18,002 · $17,153+19.7%

+6.2%5 years · per year$10,000 became $13,509 · $14,359+7.5%

0.19%Expense ratio$19 · $18 a year on $10k · lower is better0.18%

0.96%Trailing 12-mo yield$96 · $137 a year on $10k1.37%

−11.1%Worst dropSmaller is better−9.3%

18.2%VolatilityLower is calmer15.9%

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

1–7IJS wins

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

More Ways to See the Pairs

IWM vs IJS: Top 5 Holdings

Today

IWM

1.8%in top 5

IJS

in top 54.7%

IWMStockIJS

not top 5PAYC1.1%

not top 5MTCH1.0%

not top 5VSXY0.9%

not top 5JXN0.9%

not top 5POOL0.8%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%EATnot top 5

0.3%TWSTnot top 5

Held in common34.0%

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

IWM vs IJS Returns, Every Period

iSharesIWM

+6.2%

5 years, per year

IJSiShares

+7.5%

5 years, per year

IWMIJSFaded: behind in that period

1–3IJS wins

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

IWM vs VTV

YTD

iSharesIWM

+16.2%

VTVVanguard

+22.8%

+16.2%Year to date+22.8%

−11.1%Worst drop · 1Y−6.4%

18.2%Volatility · 1Y10.2%

1.0%Yield1.8%

$77.4BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: IWM, IJS, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJS0.18%$18

IWM0.19%$19

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

Yields: IWM, IJS, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

IJS1.37%$137

IWM0.96%$96

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

IJS$137 − $18 = $119

IWM$96 − $19 = $77

KeptFee

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

Overlap: IWM, IJS, VTV

Today

34.0%most shared, IWM and IJS

IWMIJSVTV

IWM—34.0%0.0%

IJS34.0%—0.0%

VTV0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

IJSWorst drop−9.3%15.9% vol

IWMWorst drop−11.1%18.2% vol

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

Paid More vs Made More

YTD

VTVIJS

+22.8%Year to date+20.2%

1.8%Yield1.4%

+27.5%Past year+24.4%

0.03%Fee0.18%

4–0VTV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

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