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$15,772SMLF · 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%1.02%+12.3%+13.5%+20.9%+9.5%−8.7%17.3%$4.2B1.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: SMLF 2015 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $115B$15,441

IWF

SMLF

iShares U.S. Small-Cap Equity Factor ETF · $4.2B$15,772

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

IWFMeasureSMLF

−5.3%Year to dateJan 1 → Nov 6+12.3%

−6.5%1 yearTotal return+13.5%

+19.4%3 years · per year$10,000 became $17,022 · $17,680+20.9%

+9.1%5 years · per year$10,000 became $15,442 · $15,772+9.5%

0.18%Expense ratio$18 · $15 a year on $10k · lower is better0.15%

0.39%Trailing 12-mo yield$39 · $102 a year on $10k1.02%

−14.6%Worst dropSmaller is better−8.7%

19.4%VolatilityLower is calmer17.3%

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

0–8SMLF wins

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

More Ways to See the Pairs

IWF vs SMLF: Top 5 Holdings

Today

IWF

39.8%in top 5

SMLF

in top 53.3%

IWFStockSMLF

14.1%NVDAnot top 5

9.0%AAPLnot top 5

6.6%MSFTnot top 5

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

not top 5EME0.7%

not top 5WSM0.7%

not top 5TPR0.6%

not top 5RS0.6%

not top 5JBL0.6%

Held in common2.9%

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

IWF vs SMLF Returns, Every Period

iSharesIWF

+9.1%

5 years, per year

SMLFiShares

+9.5%

5 years, per year

IWFSMLFFaded: behind in that period

0–4SMLF wins

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

IWF vs SMLF

YTD

iSharesIWF

−5.3%

SMLFiShares

+12.3%

−5.3%Year to date+12.3%

−14.6%Worst drop · 1Y−8.7%

19.4%Volatility · 1Y17.3%

0.4%Yield1.0%

$115BAssets$4.2B

4–0SMLF wins

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

Yields: SMLF, IWF

1.02%highest, SMLF

FundTrailing yieldYield$10k

SMLF1.02%$102

IWF0.39%$39

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

Income After Fees on $10,000

$87most kept, SMLF

SMLF$102 − $15 = $87

IWF$39 − $18 = $21

KeptFee

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

Overlap: SMLF, IWF

Today

2.9%most shared, SMLF and IWF

SMLFIWF

SMLF—2.9%

IWF2.9%—

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

Return vs Bumpiness: 2 ETFs

+13.5%SMLF, at 17.3% volatility

SMLFWorst drop−8.7%17.3% 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

SMLFIWF

+12.3%Year to date−5.3%

1.0%Yield0.4%

+13.5%Past year−6.5%

0.15%Fee0.18%

4–0SMLF wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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$59.7B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026