Compare · 3 funds side by side · dividends reinvested

IWM, SMLF and VO

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 VO, 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%$4.2B1.5

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.9

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+15.5%+18.7%+19.8%+5.1%−11.1%18.8%$76.6B2.6

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 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

IWM

SMLF

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

$10,000 five years ago, dividends reinvested · they hold 28.4% in common

IWMMeasureSMLF

+15.5%Year to dateJan 1 → Nov 9+16.0%

+18.7%1 yearTotal return+19.5%

+19.8%3 years · per year$10,000 became $17,194 · $17,876+21.4%

+5.1%5 years · per year$10,000 became $12,845 · $15,942+9.8%

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

0.97%Trailing 12-mo yield$97 · $98 a year on $10k0.98%

−11.1%Worst dropSmaller is better−8.7%

18.8%VolatilityLower is calmer17.5%

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

0–8SMLF 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 SMLF: Top 5 Holdings

Today

IWM

1.9%in top 5

SMLF

in top 53.3%

IWMStockSMLF

not top 5EME0.8%

not top 5WSM0.7%

not top 5RS0.6%

not top 5TPR0.6%

not top 5JBL0.6%

0.4%GKOSnot top 5

0.4%BTSGnot top 5

0.4%FROGnot top 5

0.3%UMBFnot top 5

0.3%MOG-Anot top 5

Held in common28.4%

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

IWM vs SMLF Returns, Every Period

iSharesIWM

+5.1%

5 years, per year

SMLFiShares

+9.8%

5 years, per year

IWMSMLFFaded: behind in that period

0–4SMLF wins

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

IWM vs VO

YTD

iSharesIWM

+15.5%

VOVanguard

+13.6%

+15.5%Year to date+13.6%

−11.1%Worst drop · 1Y−8.2%

18.8%Volatility · 1Y13.1%

1.0%Yield1.4%

$76.6BAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: IWM, SMLF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SMLF0.15%$15

IWM0.19%$19

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

Yields: IWM, SMLF, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

SMLF0.98%$98

IWM0.97%$97

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

SMLF$98 − $15 = $83

IWM$97 − $19 = $78

KeptFee

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

Overlap: IWM, SMLF, VO

Today

28.4%most shared, IWM and SMLF

IWMSMLFVO

IWM—28.4%0.0%

SMLF28.4%—1.0%

VO0.0%1.0%—

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

VOWorst drop−8.2%13.1% vol

SMLFWorst drop−8.7%17.5% vol

IWMWorst drop−11.1%18.8% vol

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

Paid More vs Made More

YTD

VOSMLF

+13.6%Year to date+16.0%

1.4%Yield1.0%

+15.6%Past year+19.5%

0.03%Fee0.15%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026