Compare · 4 funds side by side · dividends reinvested

IWM, SMLF, IWF and VUG

IWMiShares×SMLFiShares×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,124VUG · best of the four

02 / 04

IWM, SMLF, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%1.02%+12.3%+13.5%+20.9%+9.5%−8.7%17.3%$4.2B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$76.6B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.6

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IWM 2000 · SMLF 2015 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $76.6B$12,766

IWM

SMLF

iShares U.S. Small-Cap Equity Factor ETF · $4.2B$15,772

$10,000 five years ago, dividends reinvested · they hold 28.5% in common

IWMMeasureSMLF

+11.9%Year to dateJan 1 → Nov 6+12.3%

+13.0%1 yearTotal return+13.5%

+19.6%3 years · per year$10,000 became $17,100 · $17,680+20.9%

+5.0%5 years · per year$10,000 became $12,766 · $15,772+9.5%

0.19%Expense ratio$19 · $15 a year on $10k · lower is better0.15%

1.00%Trailing 12-mo yield$100 · $102 a year on $10k1.02%

−11.1%Worst dropSmaller is better−8.7%

18.7%VolatilityLower is calmer17.3%

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

0–8SMLF wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWM vs SMLF: Top 5 Holdings

Today

IWM

1.8%in top 5

SMLF

in top 53.3%

IWMStockSMLF

not top 5EME0.7%

not top 5WSM0.7%

not top 5TPR0.6%

not top 5RS0.6%

not top 5JBL0.6%

0.4%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%EATnot top 5

0.3%RHPnot top 5

Held in common28.5%

End-of-day Nov 6, 2026 · share of each fund

IWM vs SMLF Returns, Every Period

iSharesIWM

+5.0%

5 years, per year

SMLFiShares

+9.5%

5 years, per year

IWMSMLFFaded: behind in that period

0–4SMLF wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IWM vs SMLF

YTD

iSharesIWM

+11.9%

SMLFiShares

+12.3%

+11.9%Year to date+12.3%

−11.1%Worst drop · 1Y−8.7%

18.7%Volatility · 1Y17.3%

1.0%Yield1.0%

$76.6BAssets$4.2B

3–0SMLF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWM, SMLF, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SMLF0.15%$15

IWF0.18%$18

IWM0.19%$19

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IWM, SMLF, IWF, VUG

1.02%highest, SMLF

FundTrailing yieldYield$10k

SMLF1.02%$102

IWM1.00%$100

VUG0.42%$42

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$87most kept, SMLF

SMLF$102 − $15 = $87

IWM$100 − $19 = $81

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IWM, SMLF, IWF, VUG

Today

78.0%most shared, IWF and VUG

IWMSMLFIWFVUG

IWM—28.5%0.0%0.0%

SMLF28.5%—2.9%0.3%

IWF0.0%2.9%—78.0%

VUG0.0%0.3%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.5%SMLF, at 17.3% volatility

SMLFWorst drop−8.7%17.3% vol

IWMWorst drop−11.1%18.7% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SMLFIWM

+12.3%Year to date+11.9%

1.0%Yield1.0%

+13.5%Past year+13.0%

0.15%Fee0.19%

3–0SMLF wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026