Compare · 3 funds side by side · dividends reinvested

SLYV, IWM and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three

02 / 04

SLYV, IWM and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 600 Small Cap Value ETFUS Stock Styles · Small cap0.15%1.96%+16.3%+21.8%+18.0%+6.5%−9.4%16.2%$5.0B1.4

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$77.4B2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: SLYV 2000 · IWM 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 600 Small Cap Value ETF · $5.0B$13,712

SLYV

IWM

iShares Russell 2000 ETF · $77.4B$12,637

$10,000 five years ago, dividends reinvested · they hold 34.0% in common

SLYVMeasureIWM

+16.3%Year to dateJan 1 → Nov 5+10.8%

+21.8%1 yearTotal return+13.5%

+18.0%3 years · per year$10,000 became $16,442 · $17,029+19.4%

+6.5%5 years · per year$10,000 became $13,712 · $12,637+4.8%

0.15%Expense ratio$15 · $19 a year on $10k · lower is better0.19%

1.96%Trailing 12-mo yield$196 · $101 a year on $10k1.01%

−9.4%Worst dropSmaller is better−11.1%

16.2%VolatilityLower is calmer18.7%

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

7–1SLYV wins

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

More Ways to See the Pairs

SLYV vs IWM: Top 5 Holdings

Today

SLYV

4.8%in top 5

IWM

in top 51.8%

SLYVStockIWM

1.1%PAYCnot top 5

1.0%MTCHnot top 5

0.9%VSXYnot top 5

0.9%JXNnot top 5

0.8%POOLnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5TWST0.3%

Held in common34.0%

End-of-day Nov 5, 2026 · share of each fund

SLYV vs IWM Returns, Every Period

SPDRSLYV

+6.5%

5 years, per year

IWMiShares

+4.8%

5 years, per year

SLYVIWMFaded: behind in that period

3–1SLYV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SLYV vs IWM

YTD

SPDRSLYV

+16.3%

IWMiShares

+10.8%

+16.3%Year to date+10.8%

−9.4%Worst drop · 1Y−11.1%

16.2%Volatility · 1Y18.7%

2.0%Yield1.0%

$5.0BAssets$77.4B

4–0SLYV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SLYV, IWM, IWF

Today

0.15%lowest, SLYV

FundExpense ratioFee$10k

SLYV0.15%$15

IWF0.18%$18

IWM0.19%$19

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SLYV, IWM, IWF

1.96%highest, SLYV

FundTrailing yieldYield$10k

SLYV1.96%$196

IWM1.01%$101

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$181most kept, SLYV

SLYV$196 − $15 = $181

IWM$101 − $19 = $82

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SLYV, IWM, IWF

Today

34.0%most shared, SLYV and IWM

SLYVIWMIWF

SLYV—34.0%0.0%

IWM34.0%—0.0%

IWF0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.8%SLYV, at 16.2% volatility

SLYVWorst drop−9.4%16.2% vol

IWMWorst drop−11.1%18.7% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SLYVIWM

+16.3%Year to date+10.8%

2.0%Yield1.0%

+21.8%Past year+13.5%

0.15%Fee0.19%

4–0SLYV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026