Compare · 3 funds side by side · dividends reinvested

IWM, VTV and IJR

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,803VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.83% · $183 a year on $10k

Story of the three · RiskSmallest drop

IWM, VTV and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.0

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.5%+21.3%+16.2%+5.7%−9.7%16.3%$106B2.1

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+14.8%+17.3%+18.5%+4.9%−11.1%18.8%$77.8B2.9

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

End-of-day Nov 10, 2026 · returns include dividends · since: IWM 2000 · VTV 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 2000 ETF · $77.8B$12,731

IWM

VTV

Vanguard Morningstar Value ETF · $184B$17,803

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

IWMMeasure

More Ways to See the Pairs

IWM vs VTV: Top 5 Holdings

Today

IWM

1.9%in top 5

VTV

in top 515.8%

IWMStockVTV

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Cost, Income and Risk

Fees: IWM, VTV, IJR

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJR0.06%$6

IWM0.19%$19

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

Yields: IWM, VTV, IJR

1Y

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

IWM vs VB

YTD

iSharesIWM

+14.8%

VBVanguard

+14.8%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

VTV

+14.8%Year to dateJan 1 → Nov 10+21.0%

+17.3%1 yearTotal return+24.8%

+18.5%3 years · per year$10,000 became $16,624 · $17,572+20.7%

+4.9%5 years · per year$10,000 became $12,731 · $17,803+12.2%

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

0.97%Trailing 12-mo yield$97 · $183 a year on $10k1.83%

−11.1%Worst dropSmaller is better−6.4%

18.8%VolatilityLower is calmer10.8%

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

0–8VTV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.5%GKOSnot top 5

0.4%FROGnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%MOG-Anot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

IWM vs VTV Returns, Every Period

5Y

iSharesIWM

+4.9%

5 years, per year

VTVVanguard

+12.2%

5 years, per year

IWMVTVFaded: behind in that period

0–4VTV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

IWM vs VTV

YTD

iSharesIWM

+14.8%

VTVVanguard

+21.0%

+14.8%Year to date+21.0%

−11.1%Worst drop · 1Y−6.4%

18.8%Volatility · 1Y10.8%

1.0%Yield1.8%

$77.8BAssets$184B

4–0VTV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

IJR1.21%$121

IWM0.97%$97

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$180most kept, VTV

VTV$183 − $3 = $180

IJR$121 − $6 = $115

IWM$97 − $19 = $78

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IWM, VTV, IJR

Today

47.8%most shared, IWM and IJR

IWMVTVIJR

IWM—0.0%47.8%

VTV0.0%—0.0%

IJR47.8%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.8%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

IJRWorst drop−9.7%16.3% vol

IWMWorst drop−11.1%18.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VTVIJR

+21.0%Year to date+18.5%

1.8%Yield1.2%

+24.8%Past year+21.3%

0.03%Fee0.06%

4–0VTV wins

End-of-day Nov 10, 2026

Year to date

+14.8%

1.0%Yield1.2%

$77.8BAssets$76.9B

1–0VB wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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IWM, VTV and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three