Compare · 4 funds side by side · dividends reinvested

IWM, SSCP, VO and IJR

IWMiShares×SSCPSmart×VOVanguard×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$13,867VO · best of the four

02 / 04

IWM, SSCP, VO and IJR, 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%$103B1.6

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$104B1.9

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+15.5%+18.7%+19.8%+5.1%−11.1%18.8%$76.6B2.5

SMART Small Cap ETFUS Stock Styles · Small cap0.79%0.00%[…][…][…][…][…][…]$14M4.0

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 · SSCP 2026 · VO 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IWM

SSCP

SMART Small Cap ETF · $14M[…]

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

IWMMeasureSSCP

+15.5%Year to dateJan 1 → Nov 9[…]

+18.7%1 yearTotal return[…]

+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 · $79 a year on $10k · lower is better0.79%

0.97%Trailing 12-mo yield$97 · $0 a year on $10k0.00%

−11.1%Worst dropSmaller is better[…]

18.8%VolatilityLower is calmer[…]

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

2–0IWM 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 SSCP: Top 5 Holdings

Today

IWM

1.9%in top 5

SSCP

in top 537.0%

IWMStockSSCP

not top 5QNST8.6%

not top 5VIA8.0%

not top 5MAX7.1%

not top 5GCT7.1%

not top 5PAYS6.3%

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 common0.8%

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

IWM vs SSCP Returns, Every Period

iSharesIWM

+18.7%

past year

SSCPSmart

[…]

past year

Returns […]

IWMSSCPFaded: behind in that period

0–0Level

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

IWM vs VO

YTD

iSharesIWM

+15.5%

VOVanguard

+13.6%

+15.5%Year to date+13.6%

−11.1%Worst drop · 1Y−8.2%

18.8%Volatility · 1Y13.1%

1.0%Yield1.4%

$76.6BAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: IWM, SSCP, VO, IJR

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

IWM0.19%$19

SSCP0.79%$79

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

Yields: IWM, SSCP, VO, IJR

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IJR1.21%$121

IWM0.97%$97

SSCP0.00%$0

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IJR$121 − $6 = $115

IWM$97 − $19 = $78

SSCP$0 − $79 = −$79

KeptFee

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

Overlap: IWM, SSCP, VO, IJR

Today

47.9%most shared, IWM and IJR

IWMSSCPVOIJR

IWM—0.8%0.0%47.9%

SSCP0.8%—0.0%0.3%

VO0.0%0.0%—0.0%

IJR47.9%0.3%0.0%—

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

Return vs Bumpiness: 4 ETFs

+22.8%IJR, at 16.4% volatility

VOWorst drop−8.2%13.1% vol

IJRWorst drop−9.7%16.4% vol

IWMWorst drop−11.1%18.8% vol

SSCPWorst drop[…][…]

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

Paid More vs Made More

YTD

VOIJR

+13.6%Year to date+18.9%

1.4%Yield1.2%

+15.6%Past year+22.8%

0.03%Fee0.06%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026