Compare · 2 funds side by side · dividends reinvested

IWM and VB

IWMiShares×VBVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,105VB · best of the two

02 / 04

IWM and VB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.23%+15.8%+17.9%+20.5%+7.1%−9.0%15.7%$76.9B1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$75.8B1.8

Rank among the two1st → 2ndFee, 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 · VB 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $75.8B$13,509

IWM

Vanguard Morningstar Small-Cap ETF · $76.9B$14,105

$10,000 five years ago, dividends reinvested · they hold 24.7% in common

IWMMeasureVB

+16.2%Year to dateJan 1 → Nov 4+15.8%

+16.9%1 yearTotal return+17.9%

+21.6%3 years · per year$10,000 became $18,002 · $17,489+20.5%

+6.2%5 years · per year$10,000 became $13,509 · $14,105+7.1%

0.19%Expense ratio$19 · $3 a year on $10k · lower is better0.03%

0.96%Trailing 12-mo yield$96 · $123 a year on $10k1.23%

−11.1%Worst dropSmaller is better−9.0%

18.2%VolatilityLower is calmer15.7%

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

2–6VB 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 VB: Top 5 Holdings

Today

IWM

1.9%in top 5

in top 52.9%

IWMStockVB

not top 5NTRA0.7%

not top 5TWLO0.6%

not top 5RVMD0.5%

not top 5ILMN0.5%

not top 5P0.5%

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 common24.7%

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

IWM vs VB Returns, Every Period

iSharesIWM

+6.2%

5 years, per year

VBVanguard

+7.1%

5 years, per year

IWMVBFaded: behind in that period

2–2Level

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

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

−11.1%Worst drop · 1Y−9.0%

18.2%Volatility · 1Y15.7%

1.0%Yield1.2%

$75.8BAssets$76.9B

3–1VB wins

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

Cost, Income and Risk

Fees: IWM, VB

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

IWM0.19%$19

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

Yields: IWM, VB

1.23%highest, VB

FundTrailing yieldYield$10k

VB1.23%$123

IWM0.96%$96

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

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

IWM$96 − $19 = $77

KeptFee

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

Overlap: IWM, VB

Today

24.7%most shared, IWM and VB

IWMVB

IWM—24.7%

VB24.7%—

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

Return vs Bumpiness: 2 ETFs

+17.9%VB, at 15.7% volatility

VBWorst drop−9.0%15.7% vol

IWMWorst drop−11.1%18.2% vol

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

Paid More vs Made More

YTD

VBIWM

+15.8%Year to date+16.2%

1.2%Yield1.0%

+17.9%Past year+16.9%

0.03%Fee0.19%

3–1VB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026