Compare · 3 funds side by side · dividends reinvested

IWM, SVAL and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,959SVAL · best of the three

02 / 04

IWM, SVAL and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.23%+23.2%+29.8%+20.6%+8.4%−9.0%15.4%$159M1.4

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.1

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$75.4B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: IWM 2000 · SVAL 2020 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $75.4B$12,637

IWM

SVAL

iShares US Small Cap Value Factor ETF · $159M$14,959

$10,000 five years ago, dividends reinvested · they hold 14.3% in common

IWMMeasureSVAL

+10.8%Year to dateJan 1 → Nov 5+23.2%

+13.5%1 yearTotal return+29.8%

+19.4%3 years · per year$10,000 became $17,029 · $17,555+20.6%

+4.8%5 years · per year$10,000 became $12,637 · $14,959+8.4%

0.19%Expense ratio$19 · $20 a year on $10k · lower is better0.20%

1.01%Trailing 12-mo yield$101 · $223 a year on $10k2.23%

−11.1%Worst dropSmaller is better−9.0%

18.7%VolatilityLower is calmer15.4%

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

1–7SVAL wins

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

More Ways to See the Pairs

IWM vs SVAL: Top 5 Holdings

Today

IWM

1.8%in top 5

SVAL

in top 54.3%

IWMStockSVAL

not top 5NSIT0.9%

not top 5AMN0.9%

not top 5CBRL0.9%

not top 5FIVN0.8%

not top 5OSPN0.8%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%EATnot top 5

0.3%TWSTnot top 5

Held in common14.3%

End-of-day Nov 5, 2026 · share of each fund

IWM vs SVAL Returns, Every Period

iSharesIWM

+4.8%

5 years, per year

SVALiShares

+8.4%

5 years, per year

IWMSVALFaded: behind in that period

0–4SVAL wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IWM vs SVAL

YTD

iSharesIWM

+10.8%

SVALiShares

+23.2%

+10.8%Year to date+23.2%

−11.1%Worst drop · 1Y−9.0%

18.7%Volatility · 1Y15.4%

1.0%Yield2.2%

$75.4BAssets$159M

4–0SVAL wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWM, SVAL, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWM0.19%$19

SVAL0.20%$20

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IWM, SVAL, IJH

2.23%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.23%$223

IJH1.26%$126

IWM1.01%$101

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$203most kept, SVAL

SVAL$223 − $20 = $203

IJH$126 − $5 = $121

IWM$101 − $19 = $82

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IWM, SVAL, IJH

Today

14.3%most shared, IWM and SVAL

IWMSVALIJH

IWM—14.3%12.8%

SVAL14.3%—2.1%

IJH12.8%2.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.8%SVAL, at 15.4% volatility

SVALWorst drop−9.0%15.4% vol

IJHWorst drop−8.8%15.5% vol

IWMWorst drop−11.1%18.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SVALIWM

+23.2%Year to date+10.8%

2.2%Yield1.0%

+29.8%Past year+13.5%

0.20%Fee0.19%

3–1SVAL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026