Compare · 3 funds side by side · dividends reinvested

IWM, SMLF and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,942SMLF · best of the three

02 / 04

IWM, SMLF and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.98%+16.0%+19.5%+21.4%+9.8%−8.7%17.5%$4.2B1.0

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

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: IWM 2000 · SMLF 2015 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Small-Cap Equity Factor ETF · $4.2B$15,942

SMLF

IWM

iShares Russell 2000 ETF · $76.6B$12,844

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

SMLFMeasureIWM

+16.0%Year to dateJan 1 → Nov 9+15.5%

+19.5%1 yearTotal return+18.7%

+21.4%3 years · per year$10,000 became $17,876 · $17,192+19.8%

+9.8%5 years · per year$10,000 became $15,942 · $12,844+5.1%

0.15%Expense ratio$15 · $19 a year on $10k · lower is better0.19%

0.98%Trailing 12-mo yield$98 · $97 a year on $10k0.97%

−8.7%Worst dropSmaller is better−11.1%

17.5%VolatilityLower is calmer18.8%

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

8–0SMLF wins

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

More Ways to See the Pairs

SMLF vs IWM: Top 5 Holdings

Today

SMLF

3.3%in top 5

IWM

in top 51.8%

SMLFStockIWM

0.7%EMEnot top 5

0.7%WSMnot top 5

0.6%TPRnot top 5

0.6%RSnot top 5

0.6%JBLnot top 5

not top 5GKOS0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5RHP0.3%

Held in common28.5%

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

SMLF vs IWM Returns, Every Period

iSharesSMLF

+9.8%

5 years, per year

IWMiShares

+5.1%

5 years, per year

SMLFIWMFaded: behind in that period

4–0SMLF wins

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

SMLF vs IWM

YTD

iSharesSMLF

+16.0%

IWMiShares

+15.5%

+16.0%Year to date+15.5%

−8.7%Worst drop · 1Y−11.1%

17.5%Volatility · 1Y18.8%

1.0%Yield1.0%

$4.2BAssets$76.6B

3–0SMLF wins

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

Cost, Income and Risk

Fees: IWM, SMLF, IWF

Today

0.15%lowest, SMLF

FundExpense ratioFee$10k

SMLF0.15%$15

IWF0.18%$18

IWM0.19%$19

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

Yields: IWM, SMLF, IWF

0.98%highest, SMLF

FundTrailing yieldYield$10k

SMLF0.98%$98

IWM0.97%$97

IWF0.39%$39

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

Income After Fees on $10,000

$83most kept, SMLF

SMLF$98 − $15 = $83

IWM$97 − $19 = $78

IWF$39 − $18 = $21

KeptFee

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

Overlap: IWM, SMLF, IWF

Today

28.5%most shared, IWM and SMLF

IWMSMLFIWF

IWM—28.5%0.0%

SMLF28.5%—2.9%

IWF0.0%2.9%—

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

Return vs Bumpiness: 3 ETFs

+19.5%SMLF, at 17.5% volatility

SMLFWorst drop−8.7%17.5% vol

IWMWorst drop−11.1%18.8% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

SMLFIWM

+16.0%Year to date+15.5%

1.0%Yield1.0%

+19.5%Past year+18.7%

0.15%Fee0.19%

3–0SMLF wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

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

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026