Compare · 4 funds side by side · dividends reinvested

JSML, IWM, VTV and VUG

JSMLJanus Henderson×IWMiShares×VTVVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,585VTV · best of the four

02 / 04

JSML, IWM, VTV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.8

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$75.4B2.9

Janus Henderson Small Cap Growth Alpha ETFUS Stock Styles · Small cap0.30%0.32%+15.1%+15.9%+21.7%+5.5%−14.8%22.5%$377M3.0

Rank among the four1st → 4thFee, 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: JSML 2016 · IWM 2000 · VTV 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $75.4B$12,766

IWM

JSML

Janus Henderson Small Cap Growth Alpha ETF · $377M$13,078

$10,000 five years ago, dividends reinvested · they hold 14.2% in common

IWMMeasureJSML

+11.9%Year to dateJan 1 → Nov 6+15.1%

+13.0%1 yearTotal return+15.9%

+19.6%3 years · per year$10,000 became $17,100 · $18,027+21.7%

+5.0%5 years · per year$10,000 became $12,766 · $13,078+5.5%

0.19%Expense ratio$19 · $30 a year on $10k · lower is better0.30%

1.00%Trailing 12-mo yield$100 · $32 a year on $10k0.32%

−11.1%Worst dropSmaller is better−14.8%

18.7%VolatilityLower is calmer22.5%

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

4–4Level

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

More Ways to See the Pairs

IWM vs JSML: Top 5 Holdings

Today

IWM

1.8%in top 5

JSML

in top 510.3%

IWMStockJSML

0.3%RHP2.2%

not top 5CON2.2%

not top 5OPCH2.1%

not top 5CVLT2.0%

not top 5ZWS1.9%

0.4%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%EATnot top 5

Held in common14.2%

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

IWM vs JSML Returns, Every Period

iSharesIWM

+5.0%

5 years, per year

JSMLJanus Henderson

+5.5%

5 years, per year

IWMJSMLFaded: behind in that period

0–4JSML wins

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

IWM vs VTV

YTD

iSharesIWM

+11.9%

VTVVanguard

+18.5%

+11.9%Year to date+18.5%

−11.1%Worst drop · 1Y−6.4%

18.7%Volatility · 1Y10.7%

1.0%Yield1.9%

$75.4BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: JSML, IWM, VTV, VUG

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VUG0.03%$3

IWM0.19%$19

JSML0.30%$30

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

Yields: JSML, IWM, VTV, VUG

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

IWM1.00%$100

VUG0.42%$42

JSML0.32%$32

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IWM$100 − $19 = $81

VUG$42 − $3 = $39

JSML$32 − $30 = $2

KeptFee

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

Overlap: JSML, IWM, VTV, VUG

Today

14.2%most shared, JSML and IWM

JSMLIWMVTVVUG

JSML—14.2%0.0%0.0%

IWM14.2%—0.0%0.0%

VTV0.0%0.0%—1.9%

VUG0.0%0.0%1.9%—

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

Return vs Bumpiness: 4 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

IWMWorst drop−11.1%18.7% vol

VUGWorst drop−15.1%19.0% vol

JSMLWorst drop−14.8%22.5% vol

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

Paid More vs Made More

YTD

VTVJSML

+18.5%Year to date+15.1%

1.9%Yield0.3%

+22.9%Past year+15.9%

0.03%Fee0.30%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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