Compare · 3 funds side by side · dividends reinvested

SVAL, IJR and VTV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,892VTV · best of the three

Story of the three · IncomeMost incomeSVAL · 2.19% · $219 a year on $10k

Story of the three · RiskSmallest drop

SVAL, IJR and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.4

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.19%+25.9%+30.9%+19.3%+7.8%−9.0%15.5%$162M1.8

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%$107B2.9

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: SVAL 2020 · IJR 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares US Small Cap Value Factor ETF · $162M$14,577

SVAL

IJR

iShares Core S&P Small-Cap ETF · $107B$13,039

$10,000 five years ago, dividends reinvested · they hold 14.8% in common

SVALMeasure

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SVAL vs IJR: Top 5 Holdings

Today

SVAL

4.1%in top 5

IJR

in top 52.7%

SVALStockIJR

0.9%NSITnot top 5

0.9%MGNInot top 5

0.8%CBRLnot top 5

0.8%PGNYnot top 5

0.8%LFSTnot top 5

Cost, Income and Risk

Fees: SVAL, IJR, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJR0.06%$6

SVAL0.20%$20

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

Yields: SVAL, IJR, VTV

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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%

IJR

+25.9%Year to dateJan 1 → Nov 11+19.4%

+30.9%1 yearTotal return+21.0%

+19.3%3 years · per year$10,000 became $16,990 · $15,982+16.9%

+7.8%5 years · per year$10,000 became $14,577 · $13,039+5.5%

0.20%Expense ratio$20 · $6 a year on $10k · lower is better0.06%

2.19%Trailing 12-mo yield$219 · $120 a year on $10k1.20%

−9.0%Worst dropSmaller is better−9.7%

15.5%VolatilityLower is calmer16.3%

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

7–1SVAL wins

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

not top 5VSAT0.6%

not top 5RHP0.5%

not top 5MTCH0.5%

not top 5PAYC0.5%

not top 5TGTX0.5%

Held in common14.8%

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

SVAL vs IJR Returns, Every Period

5Y

iSharesSVAL

+7.8%

5 years, per year

IJRiShares

+5.5%

5 years, per year

SVALIJRFaded: behind in that period

4–0SVAL wins

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

SVAL vs VTV

YTD

iSharesSVAL

+25.9%

VTVVanguard

+22.3%

+25.9%Year to date+22.3%

−9.0%Worst drop · 1Y−6.4%

15.5%Volatility · 1Y10.8%

2.2%Yield1.8%

$162MAssets$184B

2–2level

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

1Y

2.19%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.19%$219

VTV1.81%$181

IJR1.20%$120

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

Income After Fees on $10,000

1Y

$199most kept, SVAL

SVAL$219 − $20 = $199

VTV$181 − $3 = $178

IJR$120 − $6 = $114

KeptFee

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

Overlap: SVAL, IJR, VTV

Today

14.8%most shared, SVAL and IJR

SVALIJRVTV

SVAL—14.8%0.0%

IJR14.8%—0.0%

VTV0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+30.9%SVAL, at 15.5% volatility

VTVWorst drop−6.4%10.8% vol

SVALWorst drop−9.0%15.5% vol

IJRWorst drop−9.7%16.3% vol

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

Paid More vs Made More

YTD

SVALVTV

+25.9%Year to date+22.3%

2.2%Yield1.8%

+30.9%Past year+25.5%

0.20%Fee0.03%

3–1SVAL 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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SVAL, IJR and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three