Compare · 3 funds side by side · dividends reinvested

SLYV, IWM and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

SLYV, IWM and VUG, 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%1.90%+20.4%+24.6%+19.8%+7.6%−9.4%15.8%$5.0B1.5

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$77.4B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3

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 · VUG 2004

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

+20.4%Year to dateJan 1 → Nov 5+16.2%

+24.6%1 yearTotal return+16.9%

+19.8%3 years · per year$10,000 became $17,172 · $18,002+21.6%

+7.6%5 years · per year$10,000 became $14,413 · $13,509+6.2%

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

1.90%Trailing 12-mo yield$190 · $96 a year on $10k0.96%

−9.4%Worst dropSmaller is better−11.1%

15.8%VolatilityLower is calmer18.2%

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

+7.6%

5 years, per year

IWMiShares

+6.2%

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

+20.4%

IWMiShares

+16.2%

+20.4%Year to date+16.2%

−9.4%Worst drop · 1Y−11.1%

15.8%Volatility · 1Y18.2%

1.9%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, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SLYV0.15%$15

IWM0.19%$19

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

Yields: SLYV, IWM, VUG

1.90%highest, SLYV

FundTrailing yieldYield$10k

SLYV1.90%$190

IWM0.96%$96

VUG0.40%$40

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

Income After Fees on $10,000

$175most kept, SLYV

SLYV$190 − $15 = $175

IWM$96 − $19 = $77

VUG$40 − $3 = $37

KeptFee

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

Overlap: SLYV, IWM, VUG

Today

34.0%most shared, SLYV and IWM

SLYVIWMVUG

SLYV—34.0%0.0%

IWM34.0%—0.0%

VUG0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+24.6%SLYV, at 15.8% volatility

SLYVWorst drop−9.4%15.8% vol

IWMWorst drop−11.1%18.2% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

SLYVIWM

+20.4%Year to date+16.2%

1.9%Yield1.0%

+24.6%Past year+16.9%

0.15%Fee0.19%

4–0SLYV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026