Compare · 3 funds side by side · dividends reinvested

IWM, SMLF and VO

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,507SMLF · best of the three

Story of the three · IncomeMost incomeVO · 1.33% · $133 a year on $10k

Story of the three · RiskSmallest drop

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%+16.5%+17.6%+20.9%+9.4%−8.7%17.5%$4.3B1.5

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B1.9

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+15.8%+17.2%+19.3%+4.8%−11.1%18.8%$78.1B2.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: IWM 2000 · SMLF 2015 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares U.S. Small-Cap Equity Factor ETF · $4.3B$15,507

SMLF

IWM

iShares Russell 2000 ETF · $78.1B$12,417

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

SMLFMeasure

More Ways to See the Pairs

SMLF vs IWM: Top 5 Holdings

Today

SMLF

3.3%in top 5

IWM

in top 51.9%

SMLFStockIWM

0.8%EMEnot top 5

0.7%WSMnot top 5

0.6%JBLnot top 5

0.6%RSnot top 5

0.6%TPRnot top 5

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 12, 2026 · fee on $10,000 a year

Yields: IWM, SMLF, VO

1Y

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+15.8%

VBVanguard

+15.6%

+15.8%Year to date+15.6%

1.0%Yield1.2%

$78.1BAssets$76.9B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

IWM

+16.5%Year to dateJan 1 → Nov 12+15.8%

+17.6%1 yearTotal return+17.2%

+20.9%3 years · per year$10,000 became $17,691 · $16,985+19.3%

+9.4%5 years · per year$10,000 became $15,676 · $12,619+4.8%

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

0.98%Trailing 12-mo yield$98 · $96 a year on $10k0.96%

−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 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5FROG0.4%

not top 5UMBF0.3%

not top 5MOG-A0.3%

Held in common28.4%

End-of-day Nov 12, 2026 · share of each fund

SMLF vs IWM Returns, Every Period

5Y

iSharesSMLF

+9.4%

5 years, per year

IWMiShares

+4.8%

5 years, per year

SMLFIWMFaded: behind in that period

4–0SMLF wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

SMLF vs VO

YTD

iSharesSMLF

+16.5%

VOVanguard

+15.0%

+16.5%Year to date+15.0%

−8.7%Worst drop · 1Y−8.2%

17.5%Volatility · 1Y13.1%

1.0%Yield1.3%

$4.3BAssets$103B

3–1VO wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1.33%highest, VO

FundTrailing yieldYield$10k

VO1.33%$133

SMLF0.98%$98

IWM0.96%$96

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

Income After Fees on $10,000

1Y

$130most kept, VO

VO$133 − $3 = $130

SMLF$98 − $15 = $83

IWM$96 − $19 = $77

KeptFee

End-of-day Nov 12, 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 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.6%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 12, 2026 · up and left is better

Paid More vs Made More

YTD

VOSMLF

+15.0%Year to date+16.5%

1.3%Yield1.0%

+15.0%Past year+17.6%

0.03%Fee0.15%

2–2level

End-of-day Nov 12, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

Loading…

IWM, SMLF and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three