Compare · 3 funds side by side · dividends reinvested

SMLF, IWM and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,151VUG · best of the three

Story of the three · IncomeMost incomeSMLF · 0.99% · $99 a year on $10k

Story of the three · RiskSmallest drop

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%0.99%+14.8%+15.6%+20.8%+8.8%−8.7%17.5%$4.3B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B2.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+13.5%+15.1%+19.1%+4.1%−11.1%18.9%$76.6B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: SMLF 2015 · IWM 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares U.S. Small-Cap Equity Factor ETF · $4.3B$15,267

SMLF

IWM

iShares Russell 2000 ETF · $76.6B$12,210

$10,000 five years ago, dividends reinvested · they hold 28.4% in common

SMLFMeasure

More Ways to See the Pairs

SMLF vs IWM: Top 5 Holdings

Today

SMLF

3.3%in top 5

IWM

in top 51.9%

SMLFStockIWM

0.8%EMEnot top 5

0.7%WSMnot top 5

0.6%JBLnot top 5

0.6%NVTnot top 5

0.6%RSnot top 5

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 13, 2026 · fee on $10,000 a year

Yields: SMLF, IWM, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

IWM vs VB

YTD

iSharesIWM

+13.5%

VBVanguard

+14.0%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

IWM

+14.8%Year to dateJan 1 → Nov 13+13.5%

+15.6%1 yearTotal return+15.1%

+20.8%3 years · per year$10,000 became $17,640 · $16,891+19.1%

+8.8%5 years · per year$10,000 became $15,267 · $12,210+4.1%

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

0.99%Trailing 12-mo yield$99 · $98 a year on $10k0.98%

−8.7%Worst dropSmaller is better−11.1%

17.5%VolatilityLower is calmer18.9%

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

8–0SMLF wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5FROG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

Held in common28.4%

End-of-day Nov 13, 2026 · share of each fund

SMLF vs IWM Returns, Every Period

5Y

iSharesSMLF

+8.8%

5 years, per year

IWMiShares

+4.1%

5 years, per year

SMLFIWMFaded: behind in that period

4–0SMLF wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

SMLF vs IWM

YTD

iSharesSMLF

+14.8%

IWMiShares

+13.5%

+14.8%Year to date+13.5%

−8.7%Worst drop · 1Y−11.1%

17.5%Volatility · 1Y18.9%

1.0%Yield1.0%

$4.3BAssets$76.6B

3–0SMLF wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

0.99%highest, SMLF

FundTrailing yieldYield$10k

SMLF0.99%$99

IWM0.98%$98

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$84most kept, SMLF

SMLF$99 − $15 = $84

IWM$98 − $19 = $79

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SMLF, IWM, VUG

Today

28.4%most shared, SMLF and IWM

SMLFIWMVUG

SMLF—28.4%0.3%

IWM28.4%—0.0%

VUG0.3%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.6%SMLF, at 17.5% volatility

SMLFWorst drop−8.7%17.5% vol

IWMWorst drop−11.1%18.9% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SMLFIWM

+14.8%Year to date+13.5%

1.0%Yield1.0%

+15.6%Past year+15.1%

0.15%Fee0.19%

3–0SMLF wins

End-of-day Nov 13, 2026

+13.5%Year to date+14.0%

1.0%Yield1.3%

$76.6BAssets$76.9B

2–0VB wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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SMLF, IWM and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three