Compare · 4 funds side by side · dividends reinvested

IWM, SVAL, VUG and VTV

IWMiShares×SVALiShares×VUGVanguard×VTVVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,892VTV · best of the four

Story of the four · IncomeMost incomeSVAL · 2.19% · $219 a year on $10k

Story of the four · RiskSmallest drop

IWM, SVAL, VUG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.5

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.19%+25.9%+30.9%+19.3%+7.8%−9.0%15.5%$161M2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B3.0

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+15.8%+17.2%+19.3%+4.8%−11.1%18.8%$77.8B3.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: IWM 2000 · SVAL 2020 · VUG 2004 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 2000 ETF · $77.8B$12,619

IWM

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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 5PGNY0.8%

not top 5LFST

Cost, Income and Risk

Fees: IWM, SVAL, VUG, VTV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VTV0.03%$3

IWM0.19%$19

SVAL0.20%$20

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

IWM vs VB

YTD

iSharesIWM

+15.8%

VBVanguard

+15.6%

SVAL

iShares US Small Cap Value Factor ETF · $161M$14,577

$10,000 five years ago, dividends reinvested · they hold 14.2% in common

IWMMeasureSVAL

+15.8%Year to dateJan 1 → Nov 11+25.9%

+17.2%1 yearTotal return+30.9%

+19.3%3 years · per year$10,000 became $16,985 · $16,990+19.3%

+4.8%5 years · per year$10,000 became $12,619 · $14,577+7.8%

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

0.96%Trailing 12-mo yield$96 · $219 a year on $10k2.19%

−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

1–6SVAL wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.8%

0.5%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 common14.2%

End-of-day Nov 11, 2026 · share of each fund

IWM vs SVAL Returns, Every Period

5Y

iSharesIWM

+4.8%

5 years, per year

SVALiShares

+7.8%

5 years, per year

IWMSVALFaded: behind in that period

0–3SVAL wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

IWM vs SVAL

YTD

iSharesIWM

+15.8%

SVALiShares

+25.9%

+15.8%Year to date+25.9%

−11.1%Worst drop · 1Y−9.0%

18.8%Volatility · 1Y15.5%

1.0%Yield2.2%

$77.8BAssets$161M

4–0SVAL wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: IWM, SVAL, VUG, VTV

1Y

2.19%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.19%$219

VTV1.81%$181

IWM0.96%$96

VUG0.41%$41

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$199most kept, SVAL

SVAL$219 − $20 = $199

VTV$181 − $3 = $178

IWM$96 − $19 = $77

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: IWM, SVAL, VUG, VTV

Today

14.2%most shared, IWM and SVAL

IWMSVALVUGVTV

IWM—14.2%0.0%0.0%

SVAL14.2%—0.0%0.0%

VUG0.0%0.0%—1.9%

VTV0.0%0.0%1.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+30.9%SVAL, at 15.5% volatility

VTVWorst drop−6.4%10.8% 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 11, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVTV

+25.9%Year to date+22.3%

2.2%Yield1.8%

+30.9%Past year+25.5%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 11, 2026

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

+15.8%Year to date+15.6%

1.0%Yield1.2%

$77.8BAssets$76.9B

1–1level

End-of-day Nov 11, 2026

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IWM, SVAL, VUG and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four