Compare · 3 funds side by side · dividends reinvested

SMLF, IWM and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

SMLF, IWM and VUG, 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%$4.3B1.4

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

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$77.4B2.4

Rank among the three1st → 3rdFee, 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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Small-Cap Equity Factor ETF · $4.3B$16,794

SMLF

IWM

iShares Russell 2000 ETF · $77.4B$13,509

$10,000 five years ago, dividends reinvested · they hold 28.6% 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

3.3%in top 5

IWM

in top 51.8%

SMLFStockIWM

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

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5TWST0.3%

Held in common28.6%

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%

$4.3BAssets$77.4B

3–0SMLF wins

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

Cost, Income and Risk

Fees: SMLF, IWM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SMLF0.15%$15

IWM0.19%$19

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

Yields: SMLF, IWM, VUG

0.98%highest, SMLF

FundTrailing yieldYield$10k

SMLF0.98%$98

IWM0.96%$96

VUG0.40%$40

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

VUG$40 − $3 = $37

KeptFee

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

Overlap: SMLF, IWM, VUG

Today

28.6%most shared, SMLF and IWM

SMLFIWMVUG

SMLF—28.6%0.3%

IWM28.6%—0.0%

VUG0.3%0.0%—

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

Return vs Bumpiness: 3 ETFs

+18.1%SMLF, at 16.9% volatility

SMLFWorst drop−8.7%16.9% vol

IWMWorst drop−11.1%18.2% vol

VUGWorst drop−16.1%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 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 4, 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 4, 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 4, 2026