Compare · 4 funds side by side · dividends reinvested

IWM, SMLF, VUG and VO

IWMiShares×SMLFiShares×VUGVanguard×VOVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,326VUG · best of the four

Story of the four · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the four · RiskSmallest drop

IWM, SMLF, VUG 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%0.99%+14.9%+16.0%+20.6%+9.2%−8.7%17.5%$4.3B1.9

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.4%+6.7%−8.2%13.2%$103B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.9

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+13.9%+15.2%+18.8%+4.4%−11.1%18.9%$76.6B3.1

Rank among the four1st → 4thFee, 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 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 2000 ETF · $76.6B$12,417

IWM

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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 5JBL0.6%

not top 5NVT0.6%

not top 5RS0.6%

Cost, Income and Risk

Fees: IWM, SMLF, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

SMLF0.15%$15

IWM0.19%$19

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

IWM vs VB

YTD

iSharesIWM

+13.9%

VBVanguard

+14.1%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

SMLF

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

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

IWMMeasureSMLF

+13.9%Year to dateJan 1 → Nov 12+14.9%

+15.2%1 yearTotal return+16.0%

+18.8%3 years · per year$10,000 became $16,765 · $17,531+20.6%

+4.4%5 years · per year$10,000 became $12,417 · $15,507+9.2%

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

0.98%Trailing 12-mo yield$98 · $99 a year on $10k0.99%

−11.1%Worst dropSmaller is better−8.7%

18.9%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 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.4%FROGnot top 5

0.3%MOG-Anot top 5

0.3%UMBFnot top 5

Held in common28.4%

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

IWM vs SMLF Returns, Every Period

5Y

iSharesIWM

+4.4%

5 years, per year

SMLFiShares

+9.2%

5 years, per year

IWMSMLFFaded: behind in that period

0–4SMLF wins

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

IWM vs VO

YTD

iSharesIWM

+13.9%

VOVanguard

+14.0%

+13.9%Year to date+14.0%

−11.1%Worst drop · 1Y−8.2%

18.9%Volatility · 1Y13.2%

1.0%Yield1.3%

$76.6BAssets$103B

4–0VO wins

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

Yields: IWM, SMLF, VUG, VO

1Y

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

SMLF0.99%$99

IWM0.98%$98

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

SMLF$99 − $15 = $84

IWM$98 − $19 = $79

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IWM, SMLF, VUG, VO

Today

28.4%most shared, IWM and SMLF

IWMSMLFVUGVO

IWM—28.4%0.0%0.0%

SMLF28.4%—0.3%0.9%

VUG0.0%0.3%—10.2%

VO0.0%0.9%10.2%—

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

Return vs Bumpiness: 4 ETFs

1Y

+16.0%SMLF, at 17.5% volatility

VOWorst drop−8.2%13.2% vol

SMLFWorst drop−8.7%17.5% vol

IWMWorst drop−11.1%18.9% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

VOSMLF

+14.0%Year to date+14.9%

1.3%Yield1.0%

+13.7%Past year+16.0%

0.03%Fee0.15%

2–2level

End-of-day Nov 12, 2026

+13.9%Year to date+14.1%

1.0%Yield1.3%

$76.6BAssets$76.9B

2–0VB wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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IWM, SMLF, VUG and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four