Compare · 3 funds side by side · dividends reinvested

IWM, SVAL and VTV

IWMiShares×SVALiShares×VTVVanguard×
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $8,975 · 2022VTV$17,626SVAL$14,959IWM$12,637Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,626VTV · best of the three
02 / 04

IWM, SVAL and VTV, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.4
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%$165M1.8
iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$77.4B2.9
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 · VTV 2004
@TheETFTracker·theetftracker.com

Head to Head

5Y
iShares Russell 2000 ETF · $77.4B$12,637
IWM
SVAL
iShares US Small Cap Value Factor ETF · $165M$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
@TheETFTracker·theetftracker.com

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
@TheETFTracker·theetftracker.com

IWM vs SVAL Returns, Every Period

5Y
iSharesIWM
+4.8%
5 years, per year
SVALiShares
+8.4%
5 years, per year
0%+10%+20%+30%+10.8%+23.2%YTD+13.5%+29.8%1 year+19.4%+20.6%3 yrs · yr+4.8%+8.4%5 yrs · yr
IWMSVALFaded: behind in that period
0–4SVAL wins
End-of-day Nov 5, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

IWM vs SVAL

YTD
iSharesIWM
+10.8%
SVALiShares
+23.2%
Jan 1Nov 5+10.8%+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%
$77.4BAssets$165M
4–0SVAL wins
End-of-day Nov 5, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: IWM, SVAL, VTV

Today
0.03%lowest, VTV
FundExpense ratioFee$10k
VTV0.03%$3
IWM0.19%$19
SVAL0.20%$20
End-of-day Nov 5, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: IWM, SVAL, VTV

1Y
2.23%highest, SVAL
FundTrailing yieldYield$10k
SVAL2.23%$223
VTV1.86%$186
IWM1.01%$101
End-of-day Nov 5, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$203most kept, SVAL
SVAL$223 − $20 = $203
VTV$186 − $3 = $183
IWM$101 − $19 = $82
KeptFee
End-of-day Nov 5, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: IWM, SVAL, VTV

Today
14.3%most shared, IWM and SVAL
IWMSVALVTV
IWM—14.3%0.0%
SVAL14.3%—0.0%
VTV0.0%0.0%—
End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+29.8%SVAL, at 15.4% volatility
0%+10%+20%+30%+40%5%10%15%20%25%Volatility · 1 year → bumpierSVAL +29.8%VTV +24.0%IWM +13.5%
VTVWorst drop−6.4%10.7% vol
SVALWorst drop−9.0%15.4% vol
IWMWorst drop−11.1%18.7% vol
End-of-day Nov 5, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
SVALVTV
Jan 1Nov 5+23.2%+19.0%
+23.2%Year to date+19.0%
2.2%Yield1.9%
+29.8%Past year+24.0%
0.20%Fee0.03%
3–1SVAL wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

VTV vs SCHV

YTD
VanguardVTV
+19.0%
SCHVSchwab
+16.6%
Jan 1Nov 5+19.0%+16.6%
+19.0%Year to date+16.6%
1.9%Yield1.8%
$184BAssets$15.9B
2–0VTV wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

IWM vs VB

YTD
iSharesIWM
+10.8%
VBVanguard
+11.2%
Jan 1Nov 5+10.8%+11.2%
+10.8%Year to date+11.2%
1.0%Yield1.3%
$77.4BAssets$76.9B
2–0VB wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+32.3%
VIGVanguard
+12.5%
Jan 1Nov 5+32.3%+12.5%
+32.3%Year to date+12.5%
3.0%Yield1.5%
$123BAssets$109B
2–0SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com