Compare · 3 funds side by side · dividends reinvested

IWM, SMMV and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,151VUG · best of the three

Story of the three · IncomeMost incomeSMMV · 1.56% · $156 a year on $10k

Story of the three · RiskSmallest drop

IWM, SMMV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+13.5%+15.1%+19.1%+4.1%−11.1%18.9%$76.8B1.9

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.56%+10.5%+12.3%+14.7%+5.6%−7.0%9.8%$281M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−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 13, 2026 · returns include dividends · since: IWM 2000 · SMMV 2016 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI USA Small-Cap Min Vol Factor ETF · $281M$13,102

SMMV

IWM

iShares Russell 2000 ETF · $76.8B$12,210

$10,000 five years ago, dividends reinvested · they hold 17.0% in common

SMMVMeasure

More Ways to See the Pairs

SMMV vs IWM: Top 5 Holdings

Today

SMMV

6.9%in top 5

IWM

in top 51.9%

SMMVStockIWM

1.5%PNWnot top 5

1.4%RNRnot top 5

1.4%OHInot top 5

1.3%THGnot top 5

1.2%ADCnot top 5

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 13, 2026 · fee on $10,000 a year

Yields: IWM, SMMV, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

IWM vs VB

YTD

iSharesIWM

+13.5%

VBVanguard

+14.0%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

IWM

+10.5%Year to dateJan 1 → Nov 13+13.5%

+12.3%1 yearTotal return+15.1%

+14.7%3 years · per year$10,000 became $15,097 · $16,891+19.1%

+5.6%5 years · per year$10,000 became $13,103 · $12,210+4.1%

0.20%Expense ratio$20 · $19 a year on $10k · lower is better0.19%

1.56%Trailing 12-mo yield$156 · $98 a year on $10k0.98%

−7.0%Worst dropSmaller is better−11.1%

9.8%VolatilityLower is calmer18.9%

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

4–4Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5FROG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

Held in common17.0%

End-of-day Nov 13, 2026 · share of each fund

SMMV vs IWM Returns, Every Period

5Y

iSharesSMMV

+5.6%

5 years, per year

IWMiShares

+4.1%

5 years, per year

SMMVIWMFaded: behind in that period

1–3IWM wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

SMMV vs IWM

YTD

iSharesSMMV

+10.5%

IWMiShares

+13.5%

+10.5%Year to date+13.5%

−7.0%Worst drop · 1Y−11.1%

9.8%Volatility · 1Y18.9%

1.6%Yield1.0%

$281MAssets$76.8B

3–1SMMV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.56%highest, SMMV

FundTrailing yieldYield$10k

SMMV1.56%$156

IWM0.98%$98

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$136most kept, SMMV

SMMV$156 − $20 = $136

IWM$98 − $19 = $79

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: IWM, SMMV, VUG

Today

17.0%most shared, IWM and SMMV

IWMSMMVVUG

IWM—17.0%0.0%

SMMV17.0%—0.0%

VUG0.0%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.1%IWM, at 18.9% volatility

SMMVWorst drop−7.0%9.8% vol

IWMWorst drop−11.1%18.9% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SMMVIWM

+10.5%Year to date+13.5%

1.6%Yield1.0%

+12.3%Past year+15.1%

0.20%Fee0.19%

3–1IWM wins

End-of-day Nov 13, 2026

+13.5%Year to date+14.0%

1.0%Yield1.3%

$76.8BAssets$76.9B

2–0VB wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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IWM, SMMV and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three