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$16,124VUG · 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%2.25%+22.4%+27.6%+20.1%+8.2%−9.0%15.4%$159M1.5

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$75.4B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$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 6, 2026 · returns include dividends · since: IWM 2000 · SVAL 2020 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,124

VUG

SVAL

iShares US Small Cap Value Factor ETF · $159M$14,844

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

VUGMeasureSVAL

+1.4%Year to dateJan 1 → Nov 6+22.4%

+0.2%1 yearTotal return+27.6%

+22.6%3 years · per year$10,000 became $18,415 · $17,331+20.1%

+10.0%5 years · per year$10,000 became $16,124 · $14,844+8.2%

0.03%Expense ratio$3 · $20 a year on $10k · lower is better0.20%

0.42%Trailing 12-mo yield$42 · $225 a year on $10k2.25%

−15.1%Worst dropSmaller is better−9.0%

19.0%VolatilityLower is calmer15.4%

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

3–5SVAL wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs SVAL: Top 5 Holdings

Today

VUG

45.2%in top 5

SVAL

in top 54.2%

VUGStockSVAL

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

not top 5AMN0.9%

not top 5CBRL0.9%

not top 5MGNI0.9%

not top 5NSIT0.8%

not top 5FIVN0.8%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

VUG vs SVAL Returns, Every Period

VanguardVUG

+10.0%

5 years, per year

SVALiShares

+8.2%

5 years, per year

VUGSVALFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VUG vs SVAL

YTD

VanguardVUG

+1.4%

SVALiShares

+22.4%

+1.4%Year to date+22.4%

−15.1%Worst drop · 1Y−9.0%

19.0%Volatility · 1Y15.4%

0.4%Yield2.2%

$233BAssets$159M

4–0SVAL wins

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: IWM, SVAL, VUG

2.25%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.25%$225

IWM1.00%$100

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$205most kept, SVAL

SVAL$225 − $20 = $205

IWM$100 − $19 = $81

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 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 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.6%SVAL, at 15.4% volatility

SVALWorst drop−9.0%15.4% vol

IWMWorst drop−11.1%18.7% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SVALIWM

+22.4%Year to date+11.9%

2.2%Yield1.0%

+27.6%Past year+13.0%

0.20%Fee0.19%

3–1SVAL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026