Compare · 3 funds side by side · dividends reinvested

SMMD, IWF and IJR

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,927IWF · best of the three

Story of the three · IncomeMost incomeIJR · 1.20% · $120 a year on $10k

Story of the three · RiskSmallest drop

SMMD, IWF and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.4%+21.0%+16.9%+5.5%−9.7%16.3%$107B1.5

iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.13%+18.4%+20.2%+19.8%+6.3%−9.7%17.2%$4.3B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B2.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: SMMD 2017 · IWF 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 2500 ETF · $4.3B$13,592

SMMD

IWF

iShares Russell 1000 Growth ETF · $119B$15,927

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

SMMDMeasure

More Ways to See the Pairs

SMMD vs IWF: Top 5 Holdings

Today

SMMD

1.7%in top 5

IWF

in top 538.3%

SMMDStockIWF

not top 5NVDA12.7%

not top 5AAPL8.8%

not top 5MSFT6.4%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: SMMD, IWF, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IWF0.18%$18

SMMD0.23%$23

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SMMD, IWF, IJR

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

IWF

+18.4%Year to dateJan 1 → Nov 11−1.2%

+20.2%1 yearTotal return−2.8%

+19.8%3 years · per year$10,000 became $17,210 · $17,180+19.8%

+6.3%5 years · per year$10,000 became $13,592 · $15,927+9.8%

0.23%Expense ratio$23 · $18 a year on $10k · lower is better0.18%

1.13%Trailing 12-mo yield$113 · $37 a year on $10k0.37%

−9.7%Worst dropSmaller is better−14.6%

17.2%VolatilityLower is calmer19.6%

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

5–2SMMD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.0%

0.3%ATInot top 5

0.3%VTRSnot top 5

0.3%USFDnot top 5

0.3%RGLDnot top 5

0.3%THCnot top 5

Held in common2.4%

End-of-day Nov 11, 2026 · share of each fund

SMMD vs IWF Returns, Every Period

5Y

iSharesSMMD

+6.3%

5 years, per year

IWFiShares

+9.8%

5 years, per year

SMMDIWFFaded: behind in that period

2–1SMMD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

SMMD vs IJR

YTD

iSharesSMMD

+18.4%

IJRiShares

+19.4%

+18.4%Year to date+19.4%

−9.7%Worst drop · 1Y−9.7%

17.2%Volatility · 1Y16.3%

1.1%Yield1.2%

$4.3BAssets$107B

3–0IJR wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

SMMD1.13%$113

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$114most kept, IJR

IJR$120 − $6 = $114

SMMD$113 − $23 = $90

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SMMD, IWF, IJR

Today

23.6%most shared, SMMD and IJR

SMMDIWFIJR

SMMD—2.4%23.6%

IWF2.4%—0.1%

IJR23.6%0.1%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.0%IJR, at 16.3% volatility

IJRWorst drop−9.7%16.3% vol

SMMDWorst drop−9.7%17.2% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IJRSMMD

+19.4%Year to date+18.4%

1.2%Yield1.1%

+21.0%Past year+20.2%

0.06%Fee0.23%

4–0IJR wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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SMMD, IWF and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three