Compare · 3 funds side by side · dividends reinvested

IWM, SVAL and VO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,844SVAL · best of the three

02 / 04

IWM, SVAL and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.25%+22.4%+27.6%+20.1%+8.2%−9.0%15.4%$158M1.5

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.0

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$76.6B2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: IWM 2000 · SVAL 2020 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $76.6B$12,766

IWM

SVAL

iShares US Small Cap Value Factor ETF · $158M$14,844

$10,000 five years ago, dividends reinvested · they hold 14.4% in common

IWMMeasureSVAL

+11.9%Year to dateJan 1 → Nov 6+22.4%

+13.0%1 yearTotal return+27.6%

+19.6%3 years · per year$10,000 became $17,100 · $17,331+20.1%

+5.0%5 years · per year$10,000 became $12,766 · $14,844+8.2%

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

1.00%Trailing 12-mo yield$100 · $225 a year on $10k2.25%

−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 6, 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 54.2%

IWMStockSVAL

not top 5AMN0.9%

not top 5CBRL0.9%

not top 5MGNI0.9%

not top 5NSIT0.8%

not top 5FIVN0.8%

0.4%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%EATnot top 5

0.3%RHPnot top 5

Held in common14.4%

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

IWM vs SVAL Returns, Every Period

iSharesIWM

+5.0%

5 years, per year

SVALiShares

+8.2%

5 years, per year

IWMSVALFaded: behind in that period

0–4SVAL wins

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

IWM vs SVAL

YTD

iSharesIWM

+11.9%

SVALiShares

+22.4%

+11.9%Year to date+22.4%

−11.1%Worst drop · 1Y−9.0%

18.7%Volatility · 1Y15.4%

1.0%Yield2.2%

$76.6BAssets$158M

4–0SVAL wins

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

Cost, Income and Risk

Fees: IWM, SVAL, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWM0.19%$19

SVAL0.20%$20

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

Yields: IWM, SVAL, VO

2.25%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.25%$225

VO1.39%$139

IWM1.00%$100

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

Income After Fees on $10,000

$205most kept, SVAL

SVAL$225 − $20 = $205

VO$139 − $3 = $136

IWM$100 − $19 = $81

KeptFee

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

Overlap: IWM, SVAL, VO

Today

14.4%most shared, IWM and SVAL

IWMSVALVO

IWM—14.4%0.0%

SVAL14.4%—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

+27.6%SVAL, at 15.4% volatility

VOWorst drop−8.2%12.9% vol

SVALWorst drop−9.0%15.4% vol

IWMWorst drop−11.1%18.7% vol

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

Paid More vs Made More

YTD

SVALIWM

+22.4%Year to date+11.9%

2.2%Yield1.0%

+27.6%Past year+13.0%

0.20%Fee0.19%

3–1SVAL wins

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%

$76.6BAssets$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