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$17,585VTV · 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%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.0

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%$4.2B2.0

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$76.6B3.0

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

End-of-day Nov 6, 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 · $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 VTV

YTD

iSharesIWM

+11.9%

VTVVanguard

+18.5%

+11.9%Year to date+18.5%

−11.1%Worst drop · 1Y−6.4%

18.7%Volatility · 1Y10.7%

1.0%Yield1.9%

$76.6BAssets$184B

4–0VTV wins

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

Yields: IWM, SMLF, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

SMLF1.02%$102

IWM1.00%$100

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

SMLF$102 − $15 = $87

IWM$100 − $19 = $81

KeptFee

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

Overlap: IWM, SMLF, VTV

Today

28.5%most shared, IWM and SMLF

IWMSMLFVTV

IWM—28.5%0.0%

SMLF28.5%—0.1%

VTV0.0%0.1%—

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

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

SMLFWorst drop−8.7%17.3% vol

IWMWorst drop−11.1%18.7% vol

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

Paid More vs Made More

YTD

VTVSMLF

+18.5%Year to date+12.3%

1.9%Yield1.0%

+22.9%Past year+13.5%

0.03%Fee0.15%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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