Compare · 3 funds side by side · dividends reinvested

IWM, SMLF and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

IWM, SMLF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%1.02%+11.7%+14.6%+21.0%+9.5%−8.7%17.4%$4.3B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$77.4B2.4

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 · VUG 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

+10.8%Year to dateJan 1 → Nov 5+11.7%

+13.5%1 yearTotal return+14.6%

+19.4%3 years · per year$10,000 became $17,029 · $17,700+21.0%

+4.8%5 years · per year$10,000 became $12,637 · $15,777+9.5%

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

1.01%Trailing 12-mo yield$101 · $102 a year on $10k1.02%

−11.1%Worst dropSmaller is better−8.7%

18.7%VolatilityLower is calmer17.4%

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

+4.8%

5 years, per year

SMLFiShares

+9.5%

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 SMLF

YTD

iSharesIWM

+10.8%

SMLFiShares

+11.7%

+10.8%Year to date+11.7%

−11.1%Worst drop · 1Y−8.7%

18.7%Volatility · 1Y17.4%

1.0%Yield1.0%

$77.4BAssets$4.3B

3–0SMLF wins

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

Cost, Income and Risk

Fees: IWM, SMLF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SMLF0.15%$15

IWM0.19%$19

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

Yields: IWM, SMLF, VUG

1.02%highest, SMLF

FundTrailing yieldYield$10k

SMLF1.02%$102

IWM1.01%$101

VUG0.43%$43

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

Income After Fees on $10,000

$87most kept, SMLF

SMLF$102 − $15 = $87

IWM$101 − $19 = $82

VUG$43 − $3 = $40

KeptFee

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

Overlap: IWM, SMLF, VUG

Today

28.6%most shared, IWM and SMLF

IWMSMLFVUG

IWM—28.6%0.0%

SMLF28.6%—0.3%

VUG0.0%0.3%—

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

Return vs Bumpiness: 3 ETFs

+14.6%SMLF, at 17.4% volatility

SMLFWorst drop−8.7%17.4% vol

IWMWorst drop−11.1%18.7% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

SMLFIWM

+11.7%Year to date+10.8%

1.0%Yield1.0%

+14.6%Past year+13.5%

0.15%Fee0.19%

3–0SMLF wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026