Compare · 2 funds side by side · dividends reinvested

IWM and ISCV

IWMiShares×ISCViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,759ISCV · best of the two

02 / 04

IWM and ISCV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Small Cap Value ETFUS Stock Styles · Small cap0.06%1.91%+15.6%+21.9%+19.6%+8.1%−9.3%14.7%$707M1.0

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$77.4B2.0

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: IWM 2000 · ISCV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $77.4B$12,637

IWM

ISCV

iShares Morningstar Small Cap Value ETF · $707M$14,759

$10,000 five years ago, dividends reinvested · they hold 39.5% in common

IWMMeasureISCV

+10.8%Year to dateJan 1 → Nov 5+15.6%

+13.5%1 yearTotal return+21.9%

+19.4%3 years · per year$10,000 became $17,029 · $17,116+19.6%

+4.8%5 years · per year$10,000 became $12,637 · $14,759+8.1%

0.19%Expense ratio$19 · $6 a year on $10k · lower is better0.06%

1.01%Trailing 12-mo yield$101 · $191 a year on $10k1.91%

−11.1%Worst dropSmaller is better−9.3%

18.7%VolatilityLower is calmer14.7%

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

0–8ISCV wins

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

More Ways to See the Pairs

IWM vs ISCV: Top 5 Holdings

Today

IWM

1.8%in top 5

ISCV

in top 52.9%

IWMStockISCV

not top 5BBY0.6%

not top 5SWKS0.6%

not top 5JLL0.6%

not top 5SWK0.6%

not top 5HST0.6%

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 common39.5%

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

IWM vs ISCV Returns, Every Period

iSharesIWM

+4.8%

5 years, per year

ISCViShares

+8.1%

5 years, per year

IWMISCVFaded: behind in that period

0–4ISCV wins

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

IWM vs ISCV

YTD

iSharesIWM

+10.8%

ISCViShares

+15.6%

+10.8%Year to date+15.6%

−11.1%Worst drop · 1Y−9.3%

18.7%Volatility · 1Y14.7%

1.0%Yield1.9%

$77.4BAssets$707M

4–0ISCV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWM, ISCV

Today

0.06%lowest, ISCV

FundExpense ratioFee$10k

ISCV0.06%$6

IWM0.19%$19

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

Yields: IWM, ISCV

1.91%highest, ISCV

FundTrailing yieldYield$10k

ISCV1.91%$191

IWM1.01%$101

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

Income After Fees on $10,000

$185most kept, ISCV

ISCV$191 − $6 = $185

IWM$101 − $19 = $82

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IWM, ISCV

Today

39.5%most shared, IWM and ISCV

IWMISCV

IWM—39.5%

ISCV39.5%—

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

Return vs Bumpiness: 2 ETFs

+21.9%ISCV, at 14.7% volatility

ISCVWorst drop−9.3%14.7% vol

IWMWorst drop−11.1%18.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

ISCVIWM

+15.6%Year to date+10.8%

1.9%Yield1.0%

+21.9%Past year+13.5%

0.06%Fee0.19%

4–0ISCV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

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