Compare · 2 funds side by side · dividends reinvested

IWO and VBR

IWOiShares×VBRVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,197VBR · best of the two

02 / 04

IWO and VBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.83%+15.9%+19.5%+19.0%+8.7%−8.9%14.2%$35.1B1.1

iShares Russell 2000 Growth ETFUS Stock Styles · Small cap0.24%0.49%+6.7%+5.7%+19.1%+2.9%−14.9%22.6%$13.4B1.9

Rank among the two1st → 2ndFee, 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: IWO 2000 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 Growth ETF · $13.4B$11,557

IWO

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,197

$10,000 five years ago, dividends reinvested · they hold 9.8% in common

IWOMeasureVBR

+6.7%Year to dateJan 1 → Nov 6+15.9%

+5.7%1 yearTotal return+19.5%

+19.1%3 years · per year$10,000 became $16,879 · $16,848+19.0%

+2.9%5 years · per year$10,000 became $11,557 · $15,197+8.7%

0.24%Expense ratio$24 · $5 a year on $10k · lower is better0.05%

0.49%Trailing 12-mo yield$49 · $183 a year on $10k1.83%

−14.9%Worst dropSmaller is better−8.9%

22.6%VolatilityLower is calmer14.2%

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

1–7VBR wins

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

More Ways to See the Pairs

IWO vs VBR: Top 5 Holdings

Today

IWO

3.6%in top 5

VBR

in top 53.3%

IWOStockVBR

0.9%GKOSnot top 5

not top 5MRNA0.8%

0.8%BTSGnot top 5

not top 5JBL0.7%

0.7%EATnot top 5

0.6%RHPnot top 5

0.6%MOG-Anot top 5

not top 5WSM0.6%

not top 5ATO0.6%

not top 5FFIV0.6%

Held in common9.8%

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

IWO vs VBR Returns, Every Period

iSharesIWO

+2.9%

5 years, per year

VBRVanguard

+8.7%

5 years, per year

IWOVBRFaded: behind in that period

1–3VBR wins

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

IWO vs VBR

YTD

iSharesIWO

+6.7%

VBRVanguard

+15.9%

+6.7%Year to date+15.9%

−14.9%Worst drop · 1Y−8.9%

22.6%Volatility · 1Y14.2%

0.5%Yield1.8%

$13.4BAssets$35.1B

4–0VBR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWO, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

IWO0.24%$24

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

Yields: IWO, VBR

1.83%highest, VBR

FundTrailing yieldYield$10k

VBR1.83%$183

IWO0.49%$49

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

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

IWO$49 − $24 = $25

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IWO, VBR

Today

9.8%most shared, IWO and VBR

IWOVBR

IWO—9.8%

VBR9.8%—

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

Return vs Bumpiness: 2 ETFs

+19.5%VBR, at 14.2% volatility

VBRWorst drop−8.9%14.2% vol

IWOWorst drop−14.9%22.6% vol

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

Paid More vs Made More

YTD

VBRIWO

+15.9%Year to date+6.7%

1.8%Yield0.5%

+19.5%Past year+5.7%

0.05%Fee0.24%

4–0VBR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026