Compare · 2 funds side by side · dividends reinvested

SMLF and IWF

SMLFiShares×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,794SMLF · best of the two

02 / 04

SMLF and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.98%+16.7%+18.1%+23.1%+10.9%−8.7%16.9%$4.2B1.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SMLF 2015 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Small-Cap Equity Factor ETF · $4.2B$16,794

SMLF

IWF

iShares Russell 1000 Growth ETF · $120B$16,559

$10,000 five years ago, dividends reinvested · they hold 3.0% in common

SMLFMeasureIWF

+16.7%Year to dateJan 1 → Nov 4−0.1%

+18.1%1 yearTotal return−3.0%

+23.1%3 years · per year$10,000 became $18,634 · $18,310+22.3%

+10.9%5 years · per year$10,000 became $16,794 · $16,559+10.6%

0.15%Expense ratio$15 · $18 a year on $10k · lower is better0.18%

0.98%Trailing 12-mo yield$98 · $37 a year on $10k0.37%

−8.7%Worst dropSmaller is better−15.6%

16.9%VolatilityLower is calmer18.3%

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

8–0SMLF wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMLF vs IWF: Top 5 Holdings

Today

SMLF

3.5%in top 5

IWF

in top 539.3%

SMLFStockIWF

not top 5NVDA15.1%

not top 5AAPL8.1%

not top 5MSFT6.1%

not top 5GOOGL5.1%

not top 5AVGO4.8%

0.9%EMEnot top 5

0.7%NVTnot top 5

0.7%WSMnot top 5

0.7%JBLnot top 5

0.6%RSnot top 5

Held in common3.0%

End-of-day Nov 4, 2026 · share of each fund

SMLF vs IWF Returns, Every Period

iSharesSMLF

+10.9%

5 years, per year

IWFiShares

+10.6%

5 years, per year

SMLFIWFFaded: behind in that period

4–0SMLF wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SMLF vs IWF

YTD

iSharesSMLF

+16.7%

IWFiShares

−0.1%

+16.7%Year to date−0.1%

−8.7%Worst drop · 1Y−15.6%

16.9%Volatility · 1Y18.3%

1.0%Yield0.4%

$4.2BAssets$120B

4–0SMLF wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMLF, IWF

Today

0.15%lowest, SMLF

FundExpense ratioFee$10k

SMLF0.15%$15

IWF0.18%$18

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SMLF, IWF

0.98%highest, SMLF

FundTrailing yieldYield$10k

SMLF0.98%$98

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$83most kept, SMLF

SMLF$98 − $15 = $83

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SMLF, IWF

Today

3.0%most shared, SMLF and IWF

SMLFIWF

SMLF—3.0%

IWF3.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.1%SMLF, at 16.9% volatility

SMLFWorst drop−8.7%16.9% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SMLFIWF

+16.7%Year to date−0.1%

1.0%Yield0.4%

+18.1%Past year−3.0%

0.15%Fee0.18%

4–0SMLF wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026