Compare · 3 funds side by side · dividends reinvested

IWM, SSCP and VO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,590VO · best of the three

02 / 04

IWM, SSCP and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.4

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$75.4B1.6

SMART Small Cap ETFUS Stock Styles · Small cap0.79%0.00%[…][…][…][…][…][…]$14M3.0

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 · SSCP 2026 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

SMART Small Cap ETF · $14M[…]

SSCP

IWM

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

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

SSCPMeasureIWM

[…]Year to dateJan 1 → Nov 6+11.9%

[…]1 yearTotal return+13.0%

[…]3 years · per year$10,000 became […] · $17,100+19.6%

[…]5 years · per year$10,000 became […] · $12,766+5.0%

0.79%Expense ratio$79 · $19 a year on $10k · lower is better0.19%

0.00%Trailing 12-mo yield$0 · $100 a year on $10k1.00%

[…]Worst dropSmaller is better−11.1%

[…]VolatilityLower is calmer18.7%

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

0–2IWM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SSCP vs IWM: Top 5 Holdings

Today

SSCP

36.5%in top 5

IWM

in top 51.8%

SSCPStockIWM

8.2%QNSTnot top 5

7.8%VIAnot top 5

7.4%GCTnot top 5

7.0%MAXnot top 5

6.0%PAYSnot top 5

not top 5GKOS0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5RHP0.3%

Held in common0.9%

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

SSCP vs IWM Returns, Every Period

SmartSSCP

[…]

past year

IWMiShares

+13.0%

past year

Returns […]

SSCPIWMFaded: behind in that period

0–0Level

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

SSCP vs VO

YTD

SmartSSCP

[…]

VOVanguard

+10.6%

[…]Year to date+10.6%

[…]Worst drop · 1Y−8.2%

[…]Volatility · 1Y12.9%

0.0%Yield1.4%

$13.9MAssets$103B

1–0VO wins

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

Cost, Income and Risk

Fees: IWM, SSCP, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWM0.19%$19

SSCP0.79%$79

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

Yields: IWM, SSCP, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

IWM1.00%$100

SSCP0.00%$0

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IWM$100 − $19 = $81

SSCP$0 − $79 = −$79

KeptFee

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

Overlap: IWM, SSCP, VO

Today

0.9%most shared, IWM and SSCP

IWMSSCPVO

IWM—0.9%0.0%

SSCP0.9%—0.0%

VO0.0%0.0%—

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

VOWorst drop−8.2%12.9% vol

IWMWorst drop−11.1%18.7% vol

SSCPWorst drop[…][…]

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

Paid More vs Made More

YTD

VOIWM

+10.6%Year to date+11.9%

1.4%Yield1.0%

+11.6%Past year+13.0%

0.03%Fee0.19%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026