Compare · 2 funds side by side · dividends reinvested

SMLF and IWM

SMLFiShares×IWMiShares×

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 IWM, 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 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$75.8B2.0

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 · IWM 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

IWM

iShares Russell 2000 ETF · $75.8B$13,509

$10,000 five years ago, dividends reinvested · they hold 28.5% in common

SMLFMeasureIWM

+16.7%Year to dateJan 1 → Nov 4+16.2%

+18.1%1 yearTotal return+16.9%

+23.1%3 years · per year$10,000 became $18,634 · $18,002+21.6%

+10.9%5 years · per year$10,000 became $16,794 · $13,509+6.2%

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

0.98%Trailing 12-mo yield$98 · $96 a year on $10k0.96%

−8.7%Worst dropSmaller is better−11.1%

16.9%VolatilityLower is calmer18.2%

SMLFIWM 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 IWM: Top 5 Holdings

Today

SMLF

3.5%in top 5

IWM

in top 51.9%

SMLFStockIWM

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

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

not top 5VSAT0.3%

Held in common28.5%

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

SMLF vs IWM Returns, Every Period

iSharesSMLF

+10.9%

5 years, per year

IWMiShares

+6.2%

5 years, per year

SMLFIWMFaded: behind in that period

4–0SMLF wins

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

SMLF vs IWM

YTD

iSharesSMLF

+16.7%

IWMiShares

+16.2%

+16.7%Year to date+16.2%

−8.7%Worst drop · 1Y−11.1%

16.9%Volatility · 1Y18.2%

1.0%Yield1.0%

$4.2BAssets$75.8B

3–0SMLF wins

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

Cost, Income and Risk

Fees: SMLF, IWM

Today

0.15%lowest, SMLF

FundExpense ratioFee$10k

SMLF0.15%$15

IWM0.19%$19

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

Yields: SMLF, IWM

0.98%highest, SMLF

FundTrailing yieldYield$10k

SMLF0.98%$98

IWM0.96%$96

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

Income After Fees on $10,000

$83most kept, SMLF

SMLF$98 − $15 = $83

IWM$96 − $19 = $77

KeptFee

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

Overlap: SMLF, IWM

Today

28.5%most shared, SMLF and IWM

SMLFIWM

SMLF—28.5%

IWM28.5%—

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

IWMWorst drop−11.1%18.2% vol

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

Paid More vs Made More

YTD

SMLFIWM

+16.7%Year to date+16.2%

1.0%Yield1.0%

+18.1%Past year+16.9%

0.15%Fee0.19%

3–0SMLF wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

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