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$15,772SMLF · 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%1.02%+12.3%+13.5%+20.9%+9.5%−8.7%17.3%$4.1B1.0

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$75.4B2.0

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 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Small-Cap Equity Factor ETF · $4.1B$15,772

SMLF

IWM

iShares Russell 2000 ETF · $75.4B$12,766

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

SMLFMeasureIWM

+12.3%Year to dateJan 1 → Nov 6+11.9%

+13.5%1 yearTotal return+13.0%

+20.9%3 years · per year$10,000 became $17,680 · $17,100+19.6%

+9.5%5 years · per year$10,000 became $15,772 · $12,766+5.0%

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

1.02%Trailing 12-mo yield$102 · $100 a year on $10k1.00%

−8.7%Worst dropSmaller is better−11.1%

17.3%VolatilityLower is calmer18.7%

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

8–0SMLF wins

End-of-day Nov 6, 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

0.7%EMEnot top 5

0.7%WSMnot top 5

0.6%TPRnot top 5

0.6%RSnot top 5

0.6%JBLnot top 5

not top 5GKOS0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5RHP0.3%

Held in common28.5%

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

SMLF vs IWM Returns, Every Period

iSharesSMLF

+9.5%

5 years, per year

IWMiShares

+5.0%

5 years, per year

SMLFIWMFaded: behind in that period

4–0SMLF wins

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

SMLF vs IWM

YTD

iSharesSMLF

+12.3%

IWMiShares

+11.9%

+12.3%Year to date+11.9%

−8.7%Worst drop · 1Y−11.1%

17.3%Volatility · 1Y18.7%

1.0%Yield1.0%

$4.1BAssets$75.4B

3–0SMLF wins

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

Yields: SMLF, IWM

1.02%highest, SMLF

FundTrailing yieldYield$10k

SMLF1.02%$102

IWM1.00%$100

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

Income After Fees on $10,000

$87most kept, SMLF

SMLF$102 − $15 = $87

IWM$100 − $19 = $81

KeptFee

End-of-day Nov 6, 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 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

IWMWorst drop−11.1%18.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SMLFIWM

+12.3%Year to date+11.9%

1.0%Yield1.0%

+13.5%Past year+13.0%

0.15%Fee0.19%

3–0SMLF wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026