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$16,124VUG · 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%+12.3%+13.5%+20.9%+9.5%−8.7%17.3%$4.2B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$76.6B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: IWM 2000 · SMLF 2015 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Small-Cap Equity Factor ETF · $4.2B$15,772

SMLF

IWM

iShares Russell 2000 ETF · $76.6B$12,766

$10,000 five years ago, dividends reinvested · they hold 28.5% in common

SMLFMeasureIWM

+12.3%Year to dateJan 1 → Nov 6+11.9%

+13.5%1 yearTotal return+13.0%

+20.9%3 years · per year$10,000 became $17,680 · $17,100+19.6%

+9.5%5 years · per year$10,000 became $15,772 · $12,766+5.0%

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

1.02%Trailing 12-mo yield$102 · $100 a year on $10k1.00%

−8.7%Worst dropSmaller is better−11.1%

17.3%VolatilityLower is calmer18.7%

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

8–0SMLF wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMLF vs IWM: Top 5 Holdings

Today

SMLF

3.3%in top 5

IWM

in top 51.8%

SMLFStockIWM

0.7%EMEnot top 5

0.7%WSMnot top 5

0.6%TPRnot top 5

0.6%RSnot top 5

0.6%JBLnot top 5

not top 5GKOS0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5RHP0.3%

Held in common28.5%

End-of-day Nov 6, 2026 · share of each fund

SMLF vs IWM Returns, Every Period

iSharesSMLF

+9.5%

5 years, per year

IWMiShares

+5.0%

5 years, per year

SMLFIWMFaded: behind in that period

4–0SMLF wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SMLF vs IWM

YTD

iSharesSMLF

+12.3%

IWMiShares

+11.9%

+12.3%Year to date+11.9%

−8.7%Worst drop · 1Y−11.1%

17.3%Volatility · 1Y18.7%

1.0%Yield1.0%

$4.2BAssets$76.6B

3–0SMLF wins

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

Yields: IWM, SMLF, VUG

1.02%highest, SMLF

FundTrailing yieldYield$10k

SMLF1.02%$102

IWM1.00%$100

VUG0.42%$42

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

Income After Fees on $10,000

$87most kept, SMLF

SMLF$102 − $15 = $87

IWM$100 − $19 = $81

VUG$42 − $3 = $39

KeptFee

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

Overlap: IWM, SMLF, VUG

Today

28.5%most shared, IWM and SMLF

IWMSMLFVUG

IWM—28.5%0.0%

SMLF28.5%—0.3%

VUG0.0%0.3%—

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

Return vs Bumpiness: 3 ETFs

+13.5%SMLF, at 17.3% volatility

SMLFWorst drop−8.7%17.3% vol

IWMWorst drop−11.1%18.7% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

SMLFIWM

+12.3%Year to date+11.9%

1.0%Yield1.0%

+13.5%Past year+13.0%

0.15%Fee0.19%

3–0SMLF wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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