Compare · 3 funds side by side · dividends reinvested

IWM, SVAL and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

IWM, SVAL and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.15%+28.3%+34.2%+22.4%+9.7%−9.0%14.9%$165M1.5

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$77.4B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: IWM 2000 · SVAL 2020 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $77.4B$13,509

IWM

SVAL

iShares US Small Cap Value Factor ETF · $165M$15,861

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

IWMMeasureSVAL

+16.2%Year to dateJan 1 → Nov 4+28.3%

+16.9%1 yearTotal return+34.2%

+21.6%3 years · per year$10,000 became $18,002 · $18,358+22.4%

+6.2%5 years · per year$10,000 became $13,509 · $15,861+9.7%

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

0.96%Trailing 12-mo yield$96 · $215 a year on $10k2.15%

−11.1%Worst dropSmaller is better−9.0%

18.2%VolatilityLower is calmer14.9%

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

1–7SVAL wins

End-of-day Nov 4, 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 54.2%

IWMStockSVAL

not top 5NSIT0.9%

not top 5AMN0.9%

not top 5CBRL0.8%

not top 5OSPN0.8%

not top 5FIVN0.8%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%MOG-Anot top 5

0.3%UMBFnot top 5

0.3%VSATnot top 5

Held in common14.4%

End-of-day Nov 4, 2026 · share of each fund

IWM vs SVAL Returns, Every Period

iSharesIWM

+6.2%

5 years, per year

SVALiShares

+9.7%

5 years, per year

IWMSVALFaded: behind in that period

0–4SVAL wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IWM vs SVAL

YTD

iSharesIWM

+16.2%

SVALiShares

+28.3%

+16.2%Year to date+28.3%

−11.1%Worst drop · 1Y−9.0%

18.2%Volatility · 1Y14.9%

1.0%Yield2.1%

$77.4BAssets$165M

4–0SVAL wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWM, SVAL, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWM0.19%$19

SVAL0.20%$20

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IWM, SVAL, VUG

2.15%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.15%$215

IWM0.96%$96

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$195most kept, SVAL

SVAL$215 − $20 = $195

IWM$96 − $19 = $77

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IWM, SVAL, VUG

Today

14.4%most shared, IWM and SVAL

IWMSVALVUG

IWM—14.4%0.0%

SVAL14.4%—0.0%

VUG0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+34.2%SVAL, at 14.9% volatility

SVALWorst drop−9.0%14.9% vol

IWMWorst drop−11.1%18.2% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SVALIWM

+28.3%Year to date+16.2%

2.1%Yield1.0%

+34.2%Past year+16.9%

0.20%Fee0.19%

3–1SVAL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026