Compare · 2 funds side by side · dividends reinvested

SMMV and IWM

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,382SMMV · best of the two

02 / 04

SMMV and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.57%+9.8%+13.8%+15.6%+6.0%−7.0%9.4%$280M1.5

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+14.4%+14.8%+21.3%+5.5%−11.1%18.1%$75.8B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: SMMV 2016 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Small-Cap Min Vol Factor ETF · $280M$13,382

SMMV

IWM

iShares Russell 2000 ETF · $75.8B$13,064

$10,000 five years ago, dividends reinvested · they hold 17.1% in common

SMMVMeasureIWM

+9.8%Year to dateJan 1 → Nov 3+14.4%

+13.8%1 yearTotal return+14.8%

+15.6%3 years · per year$10,000 became $15,435 · $17,832+21.3%

+6.0%5 years · per year$10,000 became $13,382 · $13,064+5.5%

0.20%Expense ratio$20 · $19 a year on $10k · lower is better0.19%

1.57%Trailing 12-mo yield$157 · $98 a year on $10k0.98%

−7.0%Worst dropSmaller is better−11.1%

9.4%VolatilityLower is calmer18.1%

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

4–4Level

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

More Ways to See the Pairs

SMMV vs IWM: Top 5 Holdings

Today

SMMV

6.8%in top 5

IWM

in top 51.9%

SMMVStockIWM

1.5%PNWnot top 5

1.4%RNRnot top 5

1.4%OHInot top 5

1.3%THGnot top 5

1.2%OGEnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5FROG0.3%

not top 5TWST0.3%

not top 5MOG-A0.3%

Held in common17.1%

End-of-day Nov 3, 2026 · share of each fund

SMMV vs IWM Returns, Every Period

iSharesSMMV

+6.0%

5 years, per year

IWMiShares

+5.5%

5 years, per year

SMMVIWMFaded: behind in that period

1–3IWM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SMMV vs IWM

YTD

iSharesSMMV

+9.8%

IWMiShares

+14.4%

+9.8%Year to date+14.4%

−7.0%Worst drop · 1Y−11.1%

9.4%Volatility · 1Y18.1%

1.6%Yield1.0%

$280MAssets$75.8B

3–1SMMV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMMV, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

SMMV0.20%$20

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SMMV, IWM

1.57%highest, SMMV

FundTrailing yieldYield$10k

SMMV1.57%$157

IWM0.98%$98

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$137most kept, SMMV

SMMV$157 − $20 = $137

IWM$98 − $19 = $79

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SMMV, IWM

Today

17.1%most shared, SMMV and IWM

SMMVIWM

SMMV—17.1%

IWM17.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.8%IWM, at 18.1% volatility

SMMVWorst drop−7.0%9.4% vol

IWMWorst drop−11.1%18.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SMMVIWM

+9.8%Year to date+14.4%

1.6%Yield1.0%

+13.8%Past year+14.8%

0.20%Fee0.19%

3–1IWM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026