Compare · 3 funds side by side · dividends reinvested

SMMV, IWM and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

SMMV, IWM and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$76.6B1.8

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.58%+8.8%+11.9%+14.5%+5.9%−7.0%9.8%$277M1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: SMMV 2016 · IWM 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Small-Cap Min Vol Factor ETF · $277M$13,312

SMMV

IWM

iShares Russell 2000 ETF · $76.6B$12,766

$10,000 five years ago, dividends reinvested · they hold 17.3% in common

SMMVMeasureIWM

+8.8%Year to dateJan 1 → Nov 6+11.9%

+11.9%1 yearTotal return+13.0%

+14.5%3 years · per year$10,000 became $15,003 · $17,100+19.6%

+5.9%5 years · per year$10,000 became $13,312 · $12,766+5.0%

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

1.58%Trailing 12-mo yield$158 · $100 a year on $10k1.00%

−7.0%Worst dropSmaller is better−11.1%

9.8%VolatilityLower is calmer18.7%

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

4–4Level

End-of-day Nov 6, 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

6.9%in top 5

IWM

in top 51.8%

SMMVStockIWM

1.5%PNWnot top 5

1.5%RNRnot top 5

1.4%OHInot top 5

1.3%THGnot top 5

1.3%ADCnot top 5

not top 5GKOS0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5RHP0.3%

Held in common17.3%

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

SMMV vs IWM Returns, Every Period

iSharesSMMV

+5.9%

5 years, per year

IWMiShares

+5.0%

5 years, per year

SMMVIWMFaded: behind in that period

1–3IWM wins

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

SMMV vs IWM

YTD

iSharesSMMV

+8.8%

IWMiShares

+11.9%

+8.8%Year to date+11.9%

−7.0%Worst drop · 1Y−11.1%

9.8%Volatility · 1Y18.7%

1.6%Yield1.0%

$277MAssets$76.6B

3–1SMMV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMMV, IWM, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

IWM0.19%$19

SMMV0.20%$20

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

Yields: SMMV, IWM, IWF

1.58%highest, SMMV

FundTrailing yieldYield$10k

SMMV1.58%$158

IWM1.00%$100

IWF0.39%$39

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

Income After Fees on $10,000

$138most kept, SMMV

SMMV$158 − $20 = $138

IWM$100 − $19 = $81

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SMMV, IWM, IWF

Today

17.3%most shared, SMMV and IWM

SMMVIWMIWF

SMMV—17.3%0.6%

IWM17.3%—0.0%

IWF0.6%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.0%IWM, at 18.7% volatility

SMMVWorst drop−7.0%9.8% vol

IWMWorst drop−11.1%18.7% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

SMMVIWM

+8.8%Year to date+11.9%

1.6%Yield1.0%

+11.9%Past year+13.0%

0.20%Fee0.19%

3–1IWM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$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