Compare · 4 funds side by side · dividends reinvested

IWM, SMLL, VUG and VO

IWMiShares×SMLLHarbor×VUGVanguard×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

IWM, SMLL, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.0

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+15.5%+18.7%+19.8%+5.1%−11.1%18.8%$76.6B2.3

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.06%+15.0%+17.7%[…][…]−12.1%17.2%$13M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IWM 2000 · SMLL 2024 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $76.6B$12,845

IWM

SMLL

Harbor Active Small Cap ETF (SMLL) · $13M[…]

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

IWMMeasureSMLL

+15.5%Year to dateJan 1 → Nov 9+15.0%

+18.7%1 yearTotal return+17.7%

+19.8%3 years · per year$10,000 became $17,194 · […][…]

+5.1%5 years · per year$10,000 became $12,845 · […][…]

0.19%Expense ratio$19 · $80 a year on $10k · lower is better0.80%

0.97%Trailing 12-mo yield$97 · $206 a year on $10k2.06%

−11.1%Worst dropSmaller is better−12.1%

18.8%VolatilityLower is calmer17.2%

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

4–2IWM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWM vs SMLL: Top 5 Holdings

Today

IWM

1.9%in top 5

SMLL

in top 522.7%

IWMStockSMLL

not top 5POOL5.6%

not top 5MORN5.6%

not top 5PCTY4.2%

not top 5WTFC3.8%

not top 5DOCS3.5%

0.4%GKOSnot top 5

0.4%BTSGnot top 5

0.4%FROGnot top 5

0.3%UMBFnot top 5

0.3%MOG-Anot top 5

Held in common1.5%

End-of-day Nov 9, 2026 · share of each fund

IWM vs SMLL Returns, Every Period

iSharesIWM

+18.7%

past year

SMLLHarbor

+17.7%

past year

IWMSMLLFaded: behind in that period

2–0IWM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IWM vs SMLL

YTD

iSharesIWM

+15.5%

SMLLHarbor

+15.0%

+15.5%Year to date+15.0%

−11.1%Worst drop · 1Y−12.1%

18.8%Volatility · 1Y17.2%

1.0%Yield2.1%

$76.6BAssets$13.4M

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWM, SMLL, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

IWM0.19%$19

SMLL0.80%$80

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IWM, SMLL, VUG, VO

2.06%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.06%$206

VO1.35%$135

IWM0.97%$97

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

SMLL$206 − $80 = $126

IWM$97 − $19 = $78

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IWM, SMLL, VUG, VO

Today

10.2%most shared, VUG and VO

IWMSMLLVUGVO

IWM—1.5%0.0%0.0%

SMLL1.5%—0.0%0.2%

VUG0.0%0.0%—10.2%

VO0.0%0.2%10.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+18.7%IWM, at 18.8% volatility

VOWorst drop−8.2%13.1% vol

SMLLWorst drop−12.1%17.2% vol

IWMWorst drop−11.1%18.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SMLLIWM

+15.0%Year to date+15.5%

2.1%Yield1.0%

+17.7%Past year+18.7%

0.80%Fee0.19%

3–1IWM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026