Compare · 3 funds side by side · dividends reinvested

IWM, SPSM and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

IWM, SPSM and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.0

State Street SPDR Portfolio S&P 600 Small Cap ETFUS Stock Styles · Small cap0.03%1.54%+15.5%+17.6%+17.4%+5.7%−9.6%16.1%$16.3B2.0

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$75.4B2.9

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 · SPSM 2013 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $75.4B$12,766

IWM

SPSM

State Street SPDR Portfolio S&P 600 Small Cap ETF · $16.3B$13,217

$10,000 five years ago, dividends reinvested · they hold 48.3% in common

IWMMeasureSPSM

+11.9%Year to dateJan 1 → Nov 6+15.5%

+13.0%1 yearTotal return+17.6%

+19.6%3 years · per year$10,000 became $17,100 · $16,165+17.4%

+5.0%5 years · per year$10,000 became $12,766 · $13,217+5.7%

0.19%Expense ratio$19 · $3 a year on $10k · lower is better0.03%

1.00%Trailing 12-mo yield$100 · $154 a year on $10k1.54%

−11.1%Worst dropSmaller is better−9.6%

18.7%VolatilityLower is calmer16.1%

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

1–7SPSM wins

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 SPSM: Top 5 Holdings

Today

IWM

1.8%in top 5

SPSM

in top 52.7%

IWMStockSPSM

not top 5PAYC0.6%

not top 5LTH0.5%

not top 5MTCH0.5%

0.3%RHP0.5%

not top 5PTGX0.5%

0.4%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%EATnot top 5

Held in common48.3%

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

IWM vs SPSM Returns, Every Period

iSharesIWM

+5.0%

5 years, per year

SPSMSPDR

+5.7%

5 years, per year

IWMSPSMFaded: behind in that period

1–3SPSM wins

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

IWM vs VTV

YTD

iSharesIWM

+11.9%

VTVVanguard

+18.5%

+11.9%Year to date+18.5%

−11.1%Worst drop · 1Y−6.4%

18.7%Volatility · 1Y10.7%

1.0%Yield1.9%

$75.4BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: IWM, SPSM, VTV

Today

0.03%lowest, SPSM

FundExpense ratioFee$10k

SPSM0.03%$3

VTV0.03%$3

IWM0.19%$19

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

Yields: IWM, SPSM, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

SPSM1.54%$154

IWM1.00%$100

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

SPSM$154 − $3 = $151

IWM$100 − $19 = $81

KeptFee

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

Overlap: IWM, SPSM, VTV

Today

48.3%most shared, IWM and SPSM

IWMSPSMVTV

IWM—48.3%0.0%

SPSM48.3%—0.0%

VTV0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

SPSMWorst drop−9.6%16.1% vol

IWMWorst drop−11.1%18.7% vol

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

Paid More vs Made More

YTD

VTVSPSM

+18.5%Year to date+15.5%

1.9%Yield1.5%

+22.9%Past year+17.6%

0.03%Fee0.03%

3–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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%

$75.4BAssets$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