Compare · 3 funds side by side · dividends reinvested

IWM, SMMV and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

IWM, SMMV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$76.6B1.8

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.58%+8.8%+11.9%+14.5%+5.9%−7.0%9.8%$277M1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.4

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 · SMMV 2016 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IWM

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF · $277M$13,312

$10,000 five years ago, dividends reinvested · they hold 17.3% in common

IWMMeasureSMMV

+11.9%Year to dateJan 1 → Nov 6+8.8%

+13.0%1 yearTotal return+11.9%

+19.6%3 years · per year$10,000 became $17,100 · $15,003+14.5%

+5.0%5 years · per year$10,000 became $12,766 · $13,312+5.9%

0.19%Expense ratio$19 · $20 a year on $10k · lower is better0.20%

1.00%Trailing 12-mo yield$100 · $158 a year on $10k1.58%

−11.1%Worst dropSmaller is better−7.0%

18.7%VolatilityLower is calmer9.8%

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

4–4Level

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 SMMV: Top 5 Holdings

Today

IWM

1.8%in top 5

SMMV

in top 56.9%

IWMStockSMMV

not top 5PNW1.5%

not top 5RNR1.5%

not top 5OHI1.4%

not top 5THG1.3%

not top 5ADC1.3%

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 common17.3%

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

IWM vs SMMV Returns, Every Period

iSharesIWM

+5.0%

5 years, per year

SMMViShares

+5.9%

5 years, per year

IWMSMMVFaded: behind in that period

3–1IWM wins

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

IWM vs SMMV

YTD

iSharesIWM

+11.9%

SMMViShares

+8.8%

+11.9%Year to date+8.8%

−11.1%Worst drop · 1Y−7.0%

18.7%Volatility · 1Y9.8%

1.0%Yield1.6%

$76.6BAssets$277M

3–1SMMV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWM, SMMV, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

IWM0.19%$19

SMMV0.20%$20

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

Yields: IWM, SMMV, IWF

1.58%highest, SMMV

FundTrailing yieldYield$10k

SMMV1.58%$158

IWM1.00%$100

IWF0.39%$39

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

Income After Fees on $10,000

$138most kept, SMMV

SMMV$158 − $20 = $138

IWM$100 − $19 = $81

IWF$39 − $18 = $21

KeptFee

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

Overlap: IWM, SMMV, IWF

Today

17.3%most shared, IWM and SMMV

IWMSMMVIWF

IWM—17.3%0.0%

SMMV17.3%—0.6%

IWF0.0%0.6%—

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

Return vs Bumpiness: 3 ETFs

+13.0%IWM, at 18.7% volatility

SMMVWorst drop−7.0%9.8% vol

IWMWorst drop−11.1%18.7% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

SMMVIWM

+8.8%Year to date+11.9%

1.6%Yield1.0%

+11.9%Past year+13.0%

0.20%Fee0.19%

3–1IWM 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