Compare · 4 funds side by side · dividends reinvested

IWM, SVAL, VUG and VO

IWMiShares×SVALiShares×VUGVanguard×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

IWM, SVAL, VUG 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%+25.3%+32.5%+19.7%+8.1%−9.0%15.5%$158M2.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+15.5%+18.7%+19.8%+5.1%−11.1%18.8%$76.6B2.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: IWM 2000 · SVAL 2020 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $76.6B$12,845

IWM

SVAL

iShares US Small Cap Value Factor ETF · $158M$14,772

$10,000 five years ago, dividends reinvested · they hold 14.3% in common

IWMMeasureSVAL

+15.5%Year to dateJan 1 → Nov 9+25.3%

+18.7%1 yearTotal return+32.5%

+19.8%3 years · per year$10,000 became $17,194 · $17,153+19.7%

+5.1%5 years · per year$10,000 became $12,845 · $14,772+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

2–6SVAL wins

End-of-day Nov 9, 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

1.9%in top 5

SVAL

in top 54.1%

IWMStockSVAL

not top 5NSIT0.9%

not top 5MGNI0.9%

not top 5CBRL0.8%

not top 5OCFC0.8%

not top 5PGNY0.8%

0.4%GKOSnot top 5

0.4%BTSGnot top 5

0.4%FROGnot top 5

0.3%UMBFnot top 5

0.3%MOG-Anot top 5

Held in common14.3%

End-of-day Nov 9, 2026 · share of each fund

IWM vs SVAL Returns, Every Period

iSharesIWM

+5.1%

5 years, per year

SVALiShares

+8.1%

5 years, per year

IWMSVALFaded: behind in that period

1–3SVAL wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IWM vs SVAL

YTD

iSharesIWM

+15.5%

SVALiShares

+25.3%

+15.5%Year to date+25.3%

−11.1%Worst drop · 1Y−9.0%

18.8%Volatility · 1Y15.5%

1.0%Yield2.2%

$76.6BAssets$158M

4–0SVAL wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWM, SVAL, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

IWM0.19%$19

SVAL0.20%$20

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IWM, SVAL, VUG, VO

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

VO1.35%$135

IWM0.97%$97

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$200most kept, SVAL

SVAL$220 − $20 = $200

VO$135 − $3 = $132

IWM$97 − $19 = $78

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IWM, SVAL, VUG, VO

Today

14.3%most shared, IWM and SVAL

IWMSVALVUGVO

IWM—14.3%0.0%0.0%

SVAL14.3%—0.0%0.0%

VUG0.0%0.0%—10.2%

VO0.0%0.0%10.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+32.5%SVAL, at 15.5% volatility

VOWorst drop−8.2%13.1% vol

SVALWorst drop−9.0%15.5% vol

IWMWorst drop−11.1%18.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SVALIWM

+25.3%Year to date+15.5%

2.2%Yield1.0%

+32.5%Past year+18.7%

0.20%Fee0.19%

3–1SVAL wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026