Compare · 3 funds side by side · dividends reinvested

IWM, SVAL and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,557VUG · best of the three

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

Story of the three · RiskSmallest drop

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%2.19%+25.9%+30.9%+19.3%+7.8%−9.0%15.5%$161M1.5

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+15.8%+17.2%+19.3%+4.8%−11.1%18.8%$77.8B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$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 11, 2026 · returns include dividends · since: IWM 2000 · SVAL 2020 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Growth ETF · $233B$16,557

VUG

IWM

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

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

VUGMeasure

More Ways to See the Pairs

VUG vs IWM: Top 5 Holdings

Today

VUG

45.2%in top 5

IWM

in top 51.9%

VUGStockIWM

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

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 11, 2026 · fee on $10,000 a year

Yields: IWM, SVAL, VUG

Popular Pairs Near These Three

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

IWM vs VB

YTD

iSharesIWM

+15.8%

VBVanguard

+15.6%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

IWM

+5.1%Year to dateJan 1 → Nov 11+15.8%

+3.6%1 yearTotal return+17.2%

+22.6%3 years · per year$10,000 became $18,430 · $16,985+19.3%

+10.6%5 years · per year$10,000 became $16,557 · $12,619+4.8%

0.03%Expense ratio$3 · $19 a year on $10k · lower is better0.19%

0.41%Trailing 12-mo yield$41 · $96 a year on $10k0.96%

−15.1%Worst dropSmaller is better−11.1%

19.1%VolatilityLower is calmer18.8%

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

3–5IWM wins

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

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5FROG0.4%

not top 5UMBF0.3%

not top 5MOG-A0.3%

Held in common0.0%

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

VUG vs IWM Returns, Every Period

5Y

VanguardVUG

+10.6%

5 years, per year

IWMiShares

+4.8%

5 years, per year

VUGIWMFaded: behind in that period

2–2Level

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

VUG vs SVAL

YTD

VanguardVUG

+5.1%

SVALiShares

+25.9%

+5.1%Year to date+25.9%

−15.1%Worst drop · 1Y−9.0%

19.1%Volatility · 1Y15.5%

0.4%Yield2.2%

$233BAssets$161M

4–0SVAL wins

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

1Y

2.19%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.19%$219

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

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

Today

14.2%most shared, IWM and SVAL

IWMSVALVUG

IWM—14.2%0.0%

SVAL14.2%—0.0%

VUG0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+30.9%SVAL, at 15.5% volatility

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

SVALIWM

+25.9%Year to date+15.8%

2.2%Yield1.0%

+30.9%Past year+17.2%

0.20%Fee0.19%

3–1SVAL 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

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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IWM, SVAL and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three