Compare · 3 funds side by side · dividends reinvested

IWM, SMLF and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,626VTV · best of the three

02 / 04

IWM, SMLF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.1

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.98%+16.7%+18.1%+23.1%+10.9%−8.7%16.9%$4.3B1.9

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$77.4B3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: IWM 2000 · SMLF 2015 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $77.4B$12,637

IWM

SMLF

iShares U.S. Small-Cap Equity Factor ETF · $4.3B$15,777

$10,000 five years ago, dividends reinvested · they hold 28.6% in common

IWMMeasureSMLF

+16.2%Year to dateJan 1 → Nov 5+16.7%

+16.9%1 yearTotal return+18.1%

+21.6%3 years · per year$10,000 became $18,002 · $18,634+23.1%

+6.2%5 years · per year$10,000 became $13,509 · $16,794+10.9%

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

0.96%Trailing 12-mo yield$96 · $98 a year on $10k0.98%

−11.1%Worst dropSmaller is better−8.7%

18.2%VolatilityLower is calmer16.9%

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

0–8SMLF wins

End-of-day Nov 5, 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 5EME0.8%

not top 5WSM0.7%

not top 5JBL0.6%

not top 5RS0.6%

not top 5NVT0.6%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%EATnot top 5

0.3%TWSTnot top 5

Held in common28.6%

End-of-day Nov 5, 2026 · share of each fund

IWM vs SMLF Returns, Every Period

iSharesIWM

+6.2%

5 years, per year

SMLFiShares

+10.9%

5 years, per year

IWMSMLFFaded: behind in that period

0–4SMLF wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IWM vs VTV

YTD

iSharesIWM

+16.2%

VTVVanguard

+22.8%

+16.2%Year to date+22.8%

−11.1%Worst drop · 1Y−6.4%

18.2%Volatility · 1Y10.2%

1.0%Yield1.8%

$77.4BAssets$184B

4–0VTV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWM, SMLF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SMLF0.15%$15

IWM0.19%$19

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IWM, SMLF, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

SMLF0.98%$98

IWM0.96%$96

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

SMLF$98 − $15 = $83

IWM$96 − $19 = $77

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IWM, SMLF, VTV

Today

28.6%most shared, IWM and SMLF

IWMSMLFVTV

IWM—28.6%0.0%

SMLF28.6%—0.1%

VTV0.0%0.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

SMLFWorst drop−8.7%16.9% vol

IWMWorst drop−11.1%18.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSMLF

+22.8%Year to date+16.7%

1.8%Yield1.0%

+27.5%Past year+18.1%

0.03%Fee0.15%

4–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026