Compare · 3 funds side by side · dividends reinvested

IWM, SCHA and VTV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,830VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.81% · $181 a year on $10k

Story of the three · RiskSmallest drop

IWM, SCHA and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.0%+23.6%+21.4%+12.3%−6.4%10.8%$184B1.0

Schwab U.S. Small-Cap ETFUS Stock Styles · Small cap0.03%1.12%+16.5%+18.7%+19.7%+5.1%−11.2%19.3%$22.1B2.1

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+13.5%+15.1%+19.1%+4.1%−11.1%18.9%$76.8B2.8

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

End-of-day Nov 13, 2026 · returns include dividends · since: IWM 2000 · SCHA 2009 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 2000 ETF · $76.8B$12,210

IWM

SCHA

Schwab U.S. Small-Cap ETF · $22.1B$12,851

$10,000 five years ago, dividends reinvested · they hold 66.1% in common

IWMMeasure

More Ways to See the Pairs

IWM vs SCHA: Top 5 Holdings

Today

IWM

1.9%in top 5

SCHA

in top 51.5%

IWMStockSCHA

0.5%GKOS0.4%

0.4%BTSG0.3%

0.4%FROGnot top 5

0.3%MOG-Anot top 5

0.3%UMBF

Cost, Income and Risk

Fees: IWM, SCHA, VTV

Today

0.03%lowest, SCHA

FundExpense ratioFee$10k

SCHA0.03%$3

VTV0.03%$3

IWM0.19%$19

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: IWM, SCHA, VTV

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.0%

SCHVSchwab

+19.3%

+22.0%Year to date+19.3%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 13, 2026

IWM vs VB

YTD

iSharesIWM

+13.5%

VBVanguard

+14.0%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

SCHA

+13.5%Year to dateJan 1 → Nov 13+16.5%

+15.1%1 yearTotal return+18.7%

+19.1%3 years · per year$10,000 became $16,891 · $17,170+19.7%

+4.1%5 years · per year$10,000 became $12,210 · $12,851+5.1%

0.19%Expense ratio$19 · $3 a year on $10k · lower is better0.03%

0.98%Trailing 12-mo yield$98 · $112 a year on $10k1.12%

−11.1%Worst dropSmaller is better−11.2%

18.9%VolatilityLower is calmer19.3%

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

2–6SCHA wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5W0.3%

not top 5AHR0.3%

not top 5HALO0.3%

Held in common66.1%

End-of-day Nov 13, 2026 · share of each fund

IWM vs SCHA Returns, Every Period

5Y

iSharesIWM

+4.1%

5 years, per year

SCHASchwab

+5.1%

5 years, per year

IWMSCHAFaded: behind in that period

0–4SCHA wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

IWM vs VTV

YTD

iSharesIWM

+13.5%

VTVVanguard

+22.0%

+13.5%Year to date+22.0%

−11.1%Worst drop · 1Y−6.4%

18.9%Volatility · 1Y10.8%

1.0%Yield1.8%

$76.8BAssets$184B

4–0VTV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.81%highest, VTV

FundTrailing yieldYield$10k

VTV1.81%$181

SCHA1.12%$112

IWM0.98%$98

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$178most kept, VTV

VTV$181 − $3 = $178

SCHA$112 − $3 = $109

IWM$98 − $19 = $79

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: IWM, SCHA, VTV

Today

66.1%most shared, IWM and SCHA

IWMSCHAVTV

IWM—66.1%0.0%

SCHA66.1%—0.0%

VTV0.0%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+23.6%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

IWMWorst drop−11.1%18.9% vol

SCHAWorst drop−11.2%19.3% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSCHA

+22.0%Year to date+16.5%

1.8%Yield1.1%

+23.6%Past year+18.7%

0.03%Fee0.03%

3–0VTV wins

End-of-day Nov 13, 2026

+13.5%Year to date+14.0%

1.0%Yield1.3%

$76.8BAssets$76.9B

2–0VB wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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IWM, SCHA and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three