Compare · 3 funds side by side · dividends reinvested

IWM, SVAL and VO

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,574SVAL · best of the three

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

Story of the three · RiskSmallest drop

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%2.20%+25.0%+29.4%+19.6%+7.8%−9.0%15.5%$163M1.5

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.4%+6.7%−8.2%13.2%$103B1.9

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+13.9%+15.2%+18.8%+4.4%−11.1%18.9%$76.6B2.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: IWM 2000 · SVAL 2020 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares US Small Cap Value Factor ETF · $163M$14,574

SVAL

VO

Vanguard Morningstar Mid-Cap ETF · $103B$13,809

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SVALMeasure

More Ways to See the Pairs

SVAL vs VO: Top 5 Holdings

Today

SVAL

4.2%in top 5

VO

in top 55.3%

SVALStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

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 12, 2026 · fee on $10,000 a year

Yields: IWM, SVAL, VO

1Y

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+13.9%

VBVanguard

+14.1%

+13.9%Year to date+14.1%

1.0%Yield1.3%

$76.6BAssets$76.9B

2–0VB wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

VO

+25.0%Year to dateJan 1 → Nov 12+14.0%

+29.4%1 yearTotal return+13.7%

+19.6%3 years · per year$10,000 became $17,116 · $16,605+18.4%

+7.8%5 years · per year$10,000 became $14,574 · $13,809+6.7%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

2.20%Trailing 12-mo yield$220 · $135 a year on $10k1.35%

−9.0%Worst dropSmaller is better−8.2%

15.5%VolatilityLower is calmer13.2%

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

5–3SVAL wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.9%NSITnot top 5

0.9%MGNInot top 5

0.8%CBRLnot top 5

0.8%IBEXnot top 5

0.8%AZTAnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

SVAL vs VO Returns, Every Period

5Y

iSharesSVAL

+7.8%

5 years, per year

VOVanguard

+6.7%

5 years, per year

SVALVOFaded: behind in that period

4–0SVAL wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

SVAL vs VO

YTD

iSharesSVAL

+25.0%

VOVanguard

+14.0%

+25.0%Year to date+14.0%

−9.0%Worst drop · 1Y−8.2%

15.5%Volatility · 1Y13.2%

2.2%Yield1.3%

$163MAssets$103B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

VO1.35%$135

IWM0.98%$98

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

Income After Fees on $10,000

1Y

$200most kept, SVAL

SVAL$220 − $20 = $200

VO$135 − $3 = $132

IWM$98 − $19 = $79

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IWM, SVAL, VO

Today

14.2%most shared, IWM and SVAL

IWMSVALVO

IWM—14.2%0.0%

SVAL14.2%—0.0%

VO0.0%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+29.4%SVAL, at 15.5% volatility

VOWorst drop−8.2%13.2% vol

SVALWorst drop−9.0%15.5% vol

IWMWorst drop−11.1%18.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVO

+25.0%Year to date+14.0%

2.2%Yield1.3%

+29.4%Past year+13.7%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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IWM, SVAL and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three