Compare · 2 funds side by side · dividends reinvested

SVAL and IWM

SVALiShares×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,301SVAL · best of the two

02 / 04

SVAL and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.17%+26.6%+33.2%+22.3%+8.9%−9.0%14.8%$163M1.1

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+14.4%+14.8%+21.3%+5.5%−11.1%18.1%$75.8B1.9

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: SVAL 2020 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares US Small Cap Value Factor ETF · $163M$15,301

SVAL

IWM

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

$10,000 five years ago, dividends reinvested · they hold 14.7% in common

SVALMeasureIWM

+26.6%Year to dateJan 1 → Nov 3+14.4%

+33.2%1 yearTotal return+14.8%

+22.3%3 years · per year$10,000 became $18,272 · $17,832+21.3%

+8.9%5 years · per year$10,000 became $15,301 · $13,064+5.5%

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

2.17%Trailing 12-mo yield$217 · $98 a year on $10k0.98%

−9.0%Worst dropSmaller is better−11.1%

14.8%VolatilityLower is calmer18.1%

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

7–1SVAL wins

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

More Ways to See the Pairs

SVAL vs IWM: Top 5 Holdings

Today

SVAL

4.3%in top 5

IWM

in top 51.9%

SVALStockIWM

0.9%NSITnot top 5

0.9%AMNnot top 5

0.9%CBRLnot top 5

0.8%OSPNnot top 5

0.8%FIVNnot 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 common14.7%

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

SVAL vs IWM Returns, Every Period

iSharesSVAL

+8.9%

5 years, per year

IWMiShares

+5.5%

5 years, per year

SVALIWMFaded: behind in that period

4–0SVAL wins

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

SVAL vs IWM

YTD

iSharesSVAL

+26.6%

IWMiShares

+14.4%

+26.6%Year to date+14.4%

−9.0%Worst drop · 1Y−11.1%

14.8%Volatility · 1Y18.1%

2.2%Yield1.0%

$163MAssets$75.8B

4–0SVAL wins

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

Cost, Income and Risk

Fees: SVAL, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

SVAL0.20%$20

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

Yields: SVAL, IWM

2.17%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.17%$217

IWM0.98%$98

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

Income After Fees on $10,000

$197most kept, SVAL

SVAL$217 − $20 = $197

IWM$98 − $19 = $79

KeptFee

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

Overlap: SVAL, IWM

Today

14.7%most shared, SVAL and IWM

SVALIWM

SVAL—14.7%

IWM14.7%—

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

Return vs Bumpiness: 2 ETFs

+33.2%SVAL, at 14.8% volatility

SVALWorst drop−9.0%14.8% 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

SVALIWM

+26.6%Year to date+14.4%

2.2%Yield1.0%

+33.2%Past year+14.8%

0.20%Fee0.19%

3–1SVAL 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