Compare · 3 funds side by side · dividends reinvested

SVAL, FSEV and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,697IWF · best of the three

Story of the three · IncomeMost incomeSVAL · 2.20% · $220 a year on $10k

Story of the three · RiskSmallest drop

SVAL, FSEV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+25.0%+29.4%+19.6%+7.8%−9.0%15.5%$162M1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B1.9

Fidelity Enhanced Small Cap Value ETFUS Stock Styles · Small cap0.28%0.63%[…][…][…][…][…][…]$8M2.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: SVAL 2020 · FSEV 2026 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity Enhanced Small Cap Value ETF · $8M[…]

FSEV

SVAL

iShares US Small Cap Value Factor ETF · $162M$14,574

$10,000 five years ago, dividends reinvested · they hold 19.8% in common

FSEV

More Ways to See the Pairs

FSEV vs SVAL: Top 5 Holdings

Today

FSEV

4.4%in top 5

SVAL

in top 54.2%

FSEVStockSVAL

0.9%CMCnot top 5

0.8%NSIT0.9%

0.9%HOMBnot top 5

not top 5MGNI0.9%

0.9%UMBF

Cost, Income and Risk

Fees: SVAL, FSEV, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

SVAL0.20%$20

FSEV0.28%$28

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: SVAL, FSEV, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

SVAL

[…]Year to dateJan 1 → Nov 12+25.0%

[…]1 yearTotal return+29.4%

[…]3 years · per year$10,000 became […] · $17,116+19.6%

[…]5 years · per year$10,000 became […] · $14,574+7.8%

0.28%Expense ratio$28 · $20 a year on $10k · lower is better0.20%

0.63%Trailing 12-mo yield$63 · $220 a year on $10k2.20%

[…]Worst dropSmaller is better−9.0%

[…]VolatilityLower is calmer15.5%

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

0–2SVAL wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

0.9%PECOnot top 5

not top 5CBRL0.8%

not top 5IBEX0.8%

not top 5AZTA0.8%

Held in common19.8%

End-of-day Nov 12, 2026 · share of each fund

FSEV vs SVAL Returns, Every Period

1Y

FidelityFSEV

[…]

past year

SVALiShares

+29.4%

past year

Returns […]

FSEVSVALFaded: behind in that period

0–0Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

FSEV vs SVAL

YTD

FidelityFSEV

[…]

SVALiShares

+25.0%

[…]Year to date+25.0%

[…]Worst drop · 1Y−9.0%

[…]Volatility · 1Y15.5%

0.6%Yield2.2%

$7.9MAssets$162M

1–0SVAL wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

FSEV0.63%$63

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$200most kept, SVAL

SVAL$220 − $20 = $200

FSEV$63 − $28 = $35

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SVAL, FSEV, IWF

Today

19.8%most shared, SVAL and FSEV

SVALFSEVIWF

SVAL—19.8%0.0%

FSEV19.8%—0.0%

IWF0.0%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+29.4%SVAL, at 15.5% volatility

SVALWorst drop−9.0%15.5% vol

IWFWorst drop−14.6%19.6% vol

FSEVWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SVALIWF

+25.0%Year to date−1.5%

2.2%Yield0.4%

+29.4%Past year−3.0%

0.20%Fee0.18%

3–1SVAL wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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SVAL, FSEV and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three