Compare · 3 funds side by side · dividends reinvested

SIZE, VO and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

SIZE, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.39%+10.6%+12.4%+18.0%+7.1%−8.0%13.2%$426M1.6

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.5

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: SIZE 2013 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Size Factor ETF · $426M$14,104

SIZE

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

$10,000 five years ago, dividends reinvested · they hold 49.3% in common

SIZEMeasureVO

+10.6%Year to dateJan 1 → Nov 6+10.6%

+12.4%1 yearTotal return+11.6%

+18.0%3 years · per year$10,000 became $16,431 · $16,701+18.6%

+7.1%5 years · per year$10,000 became $14,104 · $13,590+6.3%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

1.39%Trailing 12-mo yield$139 · $139 a year on $10k1.39%

−8.0%Worst dropSmaller is better−8.2%

13.2%VolatilityLower is calmer12.9%

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

3–3Level

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

More Ways to See the Pairs

SIZE vs VO: Top 5 Holdings

Today

SIZE

2.0%in top 5

in top 55.3%

SIZEStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

0.4%SNnot top 5

0.4%TEAMnot top 5

0.4%KMBnot top 5

0.4%OKTAnot top 5

0.4%VMRKnot top 5

Held in common49.3%

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

SIZE vs VO Returns, Every Period

iSharesSIZE

+7.1%

5 years, per year

VOVanguard

+6.3%

5 years, per year

SIZEVOFaded: behind in that period

2–1SIZE wins

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

SIZE vs VO

YTD

iSharesSIZE

+10.6%

VOVanguard

+10.6%

+10.6%Year to date+10.6%

−8.0%Worst drop · 1Y−8.2%

13.2%Volatility · 1Y12.9%

1.4%Yield1.4%

$426MAssets$103B

1–1level

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

Cost, Income and Risk

Fees: SIZE, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SIZE0.15%$15

IWF0.18%$18

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

Yields: SIZE, VO, IWF

1.39%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.39%$139

VO1.39%$139

IWF0.39%$39

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

SIZE$139 − $15 = $124

IWF$39 − $18 = $21

KeptFee

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

Overlap: SIZE, VO, IWF

Today

49.3%most shared, SIZE and VO

SIZEVOIWF

SIZE—49.3%20.7%

VO49.3%—9.2%

IWF20.7%9.2%—

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

Return vs Bumpiness: 3 ETFs

+12.4%SIZE, at 13.2% volatility

VOWorst drop−8.2%12.9% vol

SIZEWorst drop−8.0%13.2% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

SIZEVO

+10.6%Year to date+10.6%

1.4%Yield1.4%

+12.4%Past year+11.6%

0.15%Fee0.03%

1–1level

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

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