Compare · 3 funds side by side · dividends reinvested

IWM, MSML and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,865VTV · best of the three

02 / 04

IWM, MSML and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.0

iShares MSCI USA Small-Cap ETFUS Stock Styles · Small cap0.04%1.32%[…][…][…][…][…][…]$272M2.0

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+15.5%+18.7%+19.8%+5.1%−11.1%18.8%$76.6B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: IWM 2000 · MSML 2004 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $76.6B$12,845

IWM

MSML

iShares MSCI USA Small-Cap ETF · $272M[…]

$10,000 five years ago, dividends reinvested · they hold 39.2% in common

IWMMeasureMSML

+15.5%Year to dateJan 1 → Nov 9[…]

+18.7%1 yearTotal return[…]

+19.8%3 years · per year$10,000 became $17,194 · […][…]

+5.1%5 years · per year$10,000 became $12,845 · […][…]

0.19%Expense ratio$19 · $4 a year on $10k · lower is better0.04%

0.97%Trailing 12-mo yield$97 · $132 a year on $10k1.32%

−11.1%Worst dropSmaller is better[…]

18.8%VolatilityLower is calmer[…]

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

0–2MSML wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWM vs MSML: Top 5 Holdings

Today

IWM

1.9%in top 5

MSML

in top 52.8%

IWMStockMSML

not top 5MRNA1.4%

0.4%GKOSnot top 5

0.4%BTSGnot top 5

not top 5THC0.4%

0.4%FROGnot top 5

not top 5USFD0.4%

not top 5VTRS0.4%

not top 5RGLD0.4%

0.3%UMBFnot top 5

0.3%MOG-Anot top 5

Held in common39.2%

End-of-day Nov 9, 2026 · share of each fund

IWM vs MSML Returns, Every Period

iSharesIWM

+18.7%

past year

MSMLiShares

[…]

past year

Returns […]

IWMMSMLFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IWM vs VTV

YTD

iSharesIWM

+15.5%

VTVVanguard

+20.9%

+15.5%Year to date+20.9%

−11.1%Worst drop · 1Y−6.4%

18.8%Volatility · 1Y10.8%

1.0%Yield1.8%

$76.6BAssets$184B

4–0VTV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWM, MSML, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

MSML0.04%$4

IWM0.19%$19

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IWM, MSML, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

MSML1.32%$132

IWM0.97%$97

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

MSML$132 − $4 = $128

IWM$97 − $19 = $78

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IWM, MSML, VTV

Today

39.2%most shared, IWM and MSML

IWMMSMLVTV

IWM—39.2%0.0%

MSML39.2%—0.1%

VTV0.0%0.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

IWMWorst drop−11.1%18.8% vol

MSMLWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VTVIWM

+20.9%Year to date+15.5%

1.8%Yield1.0%

+25.4%Past year+18.7%

0.03%Fee0.19%

4–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026