Compare · 3 funds side by side · dividends reinvested

SMLF, IWF and VO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,777SMLF · best of the three

02 / 04

SMLF, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%1.02%+11.7%+14.6%+21.0%+9.5%−8.7%17.4%$4.1B1.5

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.8

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: SMLF 2015 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Small-Cap Equity Factor ETF · $4.1B$15,777

SMLF

IWF

iShares Russell 1000 Growth ETF · $113B$15,330

$10,000 five years ago, dividends reinvested · they hold 2.9% in common

SMLFMeasureIWF

+11.7%Year to dateJan 1 → Nov 5−6.5%

+14.6%1 yearTotal return−7.6%

+21.0%3 years · per year$10,000 became $17,700 · $17,073+19.5%

+9.5%5 years · per year$10,000 became $15,777 · $15,330+8.9%

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

1.02%Trailing 12-mo yield$102 · $39 a year on $10k0.39%

−8.7%Worst dropSmaller is better−14.6%

17.4%VolatilityLower is calmer19.3%

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

8–0SMLF wins

End-of-day Nov 5, 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

3.3%in top 5

IWF

in top 539.6%

SMLFStockIWF

not top 5NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

0.8%EMEnot top 5

0.7%WSMnot top 5

0.6%JBLnot top 5

0.6%RSnot top 5

0.6%NVTnot top 5

Held in common2.9%

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

SMLF vs IWF Returns, Every Period

iSharesSMLF

+9.5%

5 years, per year

IWFiShares

+8.9%

5 years, per year

SMLFIWFFaded: behind in that period

4–0SMLF wins

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

SMLF vs VO

YTD

iSharesSMLF

+11.7%

VOVanguard

+10.7%

+11.7%Year to date+10.7%

−8.7%Worst drop · 1Y−8.2%

17.4%Volatility · 1Y12.9%

1.0%Yield1.4%

$4.1BAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: SMLF, IWF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SMLF0.15%$15

IWF0.18%$18

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

Yields: SMLF, IWF, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

SMLF1.02%$102

IWF0.39%$39

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

SMLF$102 − $15 = $87

IWF$39 − $18 = $21

KeptFee

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

Overlap: SMLF, IWF, VO

Today

9.2%most shared, IWF and VO

SMLFIWFVO

SMLF—2.9%0.9%

IWF2.9%—9.2%

VO0.9%9.2%—

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

Return vs Bumpiness: 3 ETFs

+14.6%SMLF, at 17.4% volatility

VOWorst drop−8.2%12.9% vol

SMLFWorst drop−8.7%17.4% 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

VOSMLF

+10.7%Year to date+11.7%

1.4%Yield1.0%

+12.4%Past year+14.6%

0.03%Fee0.15%

2–2level

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$59.1B

1–1level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026