Compare · 3 funds side by side · dividends reinvested

SVAL, IJH 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

SVAL, IJH and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.25%+22.4%+27.6%+20.1%+8.2%−9.0%15.4%$159M1.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: SVAL 2020 · IJH 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares US Small Cap Value Factor ETF · $159M$14,844

SVAL

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 2.1% in common

SVALMeasureIJH

+22.4%Year to dateJan 1 → Nov 6+9.5%

+27.6%1 yearTotal return+12.9%

+20.1%3 years · per year$10,000 became $17,331 · $15,806+16.5%

+8.2%5 years · per year$10,000 became $14,844 · $13,830+6.7%

0.20%Expense ratio$20 · $5 a year on $10k · lower is better0.05%

2.25%Trailing 12-mo yield$225 · $126 a year on $10k1.26%

−9.0%Worst dropSmaller is better−8.8%

15.4%VolatilityLower is calmer15.5%

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

6–2SVAL wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SVAL vs IJH: Top 5 Holdings

Today

SVAL

4.2%in top 5

IJH

in top 53.5%

SVALStockIJH

0.9%AMNnot top 5

0.9%CBRLnot top 5

0.9%MGNInot top 5

0.8%NSITnot top 5

0.8%FIVNnot top 5

not top 5UTHR0.7%

not top 5FTI0.7%

not top 5USFD0.7%

not top 5THC0.7%

not top 5ATI0.7%

Held in common2.1%

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

SVAL vs IJH Returns, Every Period

iSharesSVAL

+8.2%

5 years, per year

IJHiShares

+6.7%

5 years, per year

SVALIJHFaded: behind in that period

4–0SVAL wins

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

SVAL vs IJH

YTD

iSharesSVAL

+22.4%

IJHiShares

+9.5%

+22.4%Year to date+9.5%

−9.0%Worst drop · 1Y−8.8%

15.4%Volatility · 1Y15.5%

2.2%Yield1.3%

$159MAssets$121B

3–1SVAL wins

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

Cost, Income and Risk

Fees: SVAL, IJH, IWF

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWF0.18%$18

SVAL0.20%$20

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

Yields: SVAL, IJH, IWF

2.25%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.25%$225

IJH1.26%$126

IWF0.39%$39

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

Income After Fees on $10,000

$205most kept, SVAL

SVAL$225 − $20 = $205

IJH$126 − $5 = $121

IWF$39 − $18 = $21

KeptFee

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

Overlap: SVAL, IJH, IWF

Today

2.1%most shared, SVAL and IJH

SVALIJHIWF

SVAL—2.1%0.0%

IJH2.1%—1.9%

IWF0.0%1.9%—

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

Return vs Bumpiness: 3 ETFs

+27.6%SVAL, at 15.4% volatility

SVALWorst drop−9.0%15.4% vol

IJHWorst drop−8.8%15.5% 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

SVALIJH

+22.4%Year to date+9.5%

2.2%Yield1.3%

+27.6%Past year+12.9%

0.20%Fee0.05%

3–1SVAL 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$59.1B

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