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

SVAL

IWM

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

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

SVALMeasureIWM

+22.4%Year to dateJan 1 → Nov 6+11.9%

+27.6%1 yearTotal return+13.0%

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

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

0.20%Expense ratio$20 · $19 a year on $10k · lower is better0.19%

2.25%Trailing 12-mo yield$225 · $100 a year on $10k1.00%

−9.0%Worst dropSmaller is better−11.1%

15.4%VolatilityLower is calmer18.7%

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

7–1SVAL wins

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

More Ways to See the Pairs

SVAL vs IWM: Top 5 Holdings

Today

SVAL

4.2%in top 5

IWM

in top 51.8%

SVALStockIWM

0.9%AMNnot top 5

0.9%CBRLnot top 5

0.9%MGNInot top 5

0.8%NSITnot top 5

0.8%FIVNnot top 5

not top 5GKOS0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5RHP0.3%

Held in common14.4%

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

SVAL vs IWM Returns, Every Period

iSharesSVAL

+8.2%

5 years, per year

IWMiShares

+5.0%

5 years, per year

SVALIWMFaded: behind in that period

4–0SVAL wins

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

SVAL vs VO

YTD

iSharesSVAL

+22.4%

VOVanguard

+10.6%

+22.4%Year to date+10.6%

−9.0%Worst drop · 1Y−8.2%

15.4%Volatility · 1Y12.9%

2.2%Yield1.4%

$158MAssets$103B

2–2level

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