Compare · 4 funds side by side · dividends reinvested

IWM, SVAL, IWF and VTV

IWMiShares×SVALiShares×IWFiShares×VTVVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,803VTV · best of the four

Story of the four · IncomeMost incomeSVAL · 2.20% · $220 a year on $10k

Story of the four · RiskSmallest drop

IWM, SVAL, IWF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.4

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+24.9%+31.4%+18.6%+8.1%−9.0%15.5%$161M2.1

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+14.8%+17.3%+18.5%+4.9%−11.1%18.8%$77.8B3.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: IWM 2000 · SVAL 2020 · IWF 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 2000 ETF · $77.8B$12,731

IWM

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IWM vs SVAL: Top 5 Holdings

Today

IWM

1.9%in top 5

SVAL

in top 54.1%

IWMStockSVAL

not top 5MGNI0.9%

not top 5NSIT0.9%

not top 5CBRL0.8%

not top 5OSPN0.8%

not top 5PGNY

Cost, Income and Risk

Fees: IWM, SVAL, IWF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

IWM0.19%$19

SVAL0.20%$20

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

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

IWM vs VB

YTD

iSharesIWM

+14.8%

VBVanguard

+14.8%

SVAL

iShares US Small Cap Value Factor ETF · $161M$14,792

$10,000 five years ago, dividends reinvested · they hold 14.1% in common

IWMMeasureSVAL

+14.8%Year to dateJan 1 → Nov 10+24.9%

+17.3%1 yearTotal return+31.4%

+18.5%3 years · per year$10,000 became $16,624 · $16,673+18.6%

+4.9%5 years · per year$10,000 became $12,731 · $14,792+8.1%

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

0.97%Trailing 12-mo yield$97 · $220 a year on $10k2.20%

−11.1%Worst dropSmaller is better−9.0%

18.8%VolatilityLower is calmer15.5%

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

1–7SVAL wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.8%

0.5%GKOSnot top 5

0.4%FROGnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%MOG-Anot top 5

Held in common14.1%

End-of-day Nov 10, 2026 · share of each fund

IWM vs SVAL Returns, Every Period

5Y

iSharesIWM

+4.9%

5 years, per year

SVALiShares

+8.1%

5 years, per year

IWMSVALFaded: behind in that period

0–4SVAL wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

IWM vs SVAL

YTD

iSharesIWM

+14.8%

SVALiShares

+24.9%

+14.8%Year to date+24.9%

−11.1%Worst drop · 1Y−9.0%

18.8%Volatility · 1Y15.5%

1.0%Yield2.2%

$77.8BAssets$161M

4–0SVAL wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: IWM, SVAL, IWF, VTV

1Y

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

VTV1.83%$183

IWM0.97%$97

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$200most kept, SVAL

SVAL$220 − $20 = $200

VTV$183 − $3 = $180

IWM$97 − $19 = $78

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IWM, SVAL, IWF, VTV

Today

14.1%most shared, IWM and SVAL

IWMSVALIWFVTV

IWM—14.1%0.0%0.0%

SVAL14.1%—0.0%0.0%

IWF0.0%0.0%—11.8%

VTV0.0%0.0%11.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+31.4%SVAL, at 15.5% volatility

VTVWorst drop−6.4%10.8% vol

SVALWorst drop−9.0%15.5% vol

IWMWorst drop−11.1%18.8% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVTV

+24.9%Year to date+21.0%

2.2%Yield1.8%

+31.4%Past year+24.8%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 10, 2026

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

Year to date

+14.8%

1.0%Yield1.2%

$77.8BAssets$76.9B

1–0VB wins

End-of-day Nov 10, 2026

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IWM, SVAL, IWF and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four