Compare · 3 funds side by side · dividends reinvested

IWM, SMMV and VUG

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

02 / 04

IWM, SMMV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+15.5%+18.7%+19.8%+5.1%−11.1%18.8%$77.9B1.9

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.56%+10.3%+14.4%+14.6%+5.8%−7.0%9.8%$281M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

Rank among the three1st → 3rdFee, 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 · SMMV 2016 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $77.9B$12,845

IWM

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF · $281M$13,257

$10,000 five years ago, dividends reinvested · they hold 17.1% in common

IWMMeasureSMMV

+15.5%Year to dateJan 1 → Nov 9+10.3%

+18.7%1 yearTotal return+14.4%

+19.8%3 years · per year$10,000 became $17,194 · $15,054+14.6%

+5.1%5 years · per year$10,000 became $12,845 · $13,257+5.8%

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

0.97%Trailing 12-mo yield$97 · $156 a year on $10k1.56%

−11.1%Worst dropSmaller is better−7.0%

18.8%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 9, 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

1.9%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

0.4%FROGnot top 5

0.3%UMBFnot top 5

0.3%MOG-Anot top 5

Held in common17.1%

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

IWM vs SMMV Returns, Every Period

iSharesIWM

+5.1%

5 years, per year

SMMViShares

+5.8%

5 years, per year

IWMSMMVFaded: behind in that period

3–1IWM wins

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

IWM vs SMMV

YTD

iSharesIWM

+15.5%

SMMViShares

+10.3%

+15.5%Year to date+10.3%

−11.1%Worst drop · 1Y−7.0%

18.8%Volatility · 1Y9.8%

1.0%Yield1.6%

$77.9BAssets$281M

3–1SMMV wins

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

Cost, Income and Risk

Fees: IWM, SMMV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWM0.19%$19

SMMV0.20%$20

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

Yields: IWM, SMMV, VUG

1.56%highest, SMMV

FundTrailing yieldYield$10k

SMMV1.56%$156

IWM0.97%$97

VUG0.41%$41

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

Income After Fees on $10,000

$136most kept, SMMV

SMMV$156 − $20 = $136

IWM$97 − $19 = $78

VUG$41 − $3 = $38

KeptFee

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

Overlap: IWM, SMMV, VUG

Today

17.1%most shared, IWM and SMMV

IWMSMMVVUG

IWM—17.1%0.0%

SMMV17.1%—0.0%

VUG0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+18.7%IWM, at 18.8% volatility

SMMVWorst drop−7.0%9.8% 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

SMMVIWM

+10.3%Year to date+15.5%

1.6%Yield1.0%

+14.4%Past year+18.7%

0.20%Fee0.19%

3–1IWM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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$61.4B

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%

$77.9BAssets$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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026