Compare · 3 funds side by side · dividends reinvested

IWM, SSCP and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

IWM, SSCP and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$77.4B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.6

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 4, 2026 · returns include dividends · since: IWM 2000 · SSCP 2026 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

SMART Small Cap ETF · $14M[…]

SSCP

IWM

iShares Russell 2000 ETF · $77.4B$13,509

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

SSCPMeasureIWM

[…]Year to dateJan 1 → Nov 4+16.2%

[…]1 yearTotal return+16.9%

[…]3 years · per year$10,000 became […] · $18,002+21.6%

[…]5 years · per year$10,000 became […] · $13,509+6.2%

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

0.00%Trailing 12-mo yield$0 · $96 a year on $10k0.96%

[…]Worst dropSmaller is better−11.1%

[…]VolatilityLower is calmer18.2%

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

0–2IWM wins

End-of-day Nov 4, 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

35.0%in top 5

IWM

in top 51.9%

SSCPStockIWM

7.5%VIAnot top 5

7.4%QNSTnot top 5

7.3%MAXnot top 5

6.4%GCTnot top 5

6.3%PAYSnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

not top 5VSAT0.3%

Held in common0.8%

End-of-day Nov 4, 2026 · share of each fund

SSCP vs IWM Returns, Every Period

SmartSSCP

[…]

past year

IWMiShares

+16.9%

past year

Returns […]

SSCPIWMFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SSCP vs IWM

YTD

SmartSSCP

[…]

IWMiShares

+16.2%

[…]Year to date+16.2%

[…]Worst drop · 1Y−11.1%

[…]Volatility · 1Y18.2%

0.0%Yield1.0%

$13.6MAssets$77.4B

1–0IWM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWM, SSCP, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWM0.19%$19

SSCP0.79%$79

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IWM, SSCP, VUG

0.96%highest, IWM

FundTrailing yieldYield$10k

IWM0.96%$96

VUG0.40%$40

SSCP0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

VUG$40 − $3 = $37

SSCP$0 − $79 = −$79

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IWM, SSCP, VUG

Today

0.8%most shared, IWM and SSCP

IWMSSCPVUG

IWM—0.8%0.0%

SSCP0.8%—0.0%

VUG0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.9%IWM, at 18.2% volatility

IWMWorst drop−11.1%18.2% vol

VUGWorst drop−16.1%18.2% vol

SSCPWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWMVUG

+16.2%Year to date+6.3%

1.0%Yield0.4%

+16.9%Past year+3.4%

0.19%Fee0.03%

3–1IWM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026