Compare · 3 funds side by side · dividends reinvested

SVAL, IWM and IWF

SVALiShares×IWMiShares×IWFiShares×
$5k$7.5k$10k$12.5k$15k$17.5kLow $7,088 · 2022IWF$15,330SVAL$14,959IWM$12,637Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three
02 / 04

SVAL, IWM and IWF, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.23%+23.2%+29.8%+20.6%+8.4%−9.0%15.4%$165M1.4
iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$77.4B2.3
iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.4
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 5, 2026 · returns include dividends · since: SVAL 2020 · IWM 2000 · IWF 2000
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Head to Head

5Y
iShares US Small Cap Value Factor ETF · $165M$14,959
SVAL
IWM
iShares Russell 2000 ETF · $77.4B$12,637

$10,000 five years ago, dividends reinvested · they hold 14.3% in common

SVALMeasureIWM
+23.2%Year to dateJan 1 → Nov 5+10.8%
+29.8%1 yearTotal return+13.5%
+20.6%3 years · per year$10,000 became $17,555 · $17,029+19.4%
+8.4%5 years · per year$10,000 became $14,959 · $12,637+4.8%
0.20%Expense ratio$20 · $19 a year on $10k · lower is better0.19%
2.23%Trailing 12-mo yield$223 · $101 a year on $10k1.01%
−9.0%Worst dropSmaller is better−11.1%
15.4%VolatilityLower is calmer18.7%
SVALIWM Winner of the row, in its colourEach row: the bigger of the two fills its side
7–1SVAL wins
End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

SVAL vs IWM: Top 5 Holdings

Today
SVAL
4.3%in top 5
IWM
in top 51.8%
SVALStockIWM
0.9%NSITnot top 5
0.9%AMNnot top 5
0.9%CBRLnot top 5
0.8%FIVNnot top 5
0.8%OSPNnot top 5
not top 5GKOS0.5%
not top 5BTSG0.4%
not top 5UMBF0.3%
not top 5EAT0.3%
not top 5TWST0.3%
Held in common14.3%
End-of-day Nov 5, 2026 · share of each fund
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SVAL vs IWM Returns, Every Period

5Y
iSharesSVAL
+8.4%
5 years, per year
IWMiShares
+4.8%
5 years, per year
0%+10%+20%+30%+23.2%+10.8%YTD+29.8%+13.5%1 year+20.6%+19.4%3 yrs · yr+8.4%+4.8%5 yrs · yr
SVALIWMFaded: behind in that period
4–0SVAL wins
End-of-day Nov 5, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

SVAL vs IWM

YTD
iSharesSVAL
+23.2%
IWMiShares
+10.8%
Jan 1Nov 5+23.2%+10.8%
+23.2%Year to date+10.8%
−9.0%Worst drop · 1Y−11.1%
15.4%Volatility · 1Y18.7%
2.2%Yield1.0%
$165MAssets$77.4B
4–0SVAL wins
End-of-day Nov 5, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: SVAL, IWM, IWF

Today
0.18%lowest, IWF
FundExpense ratioFee$10k
IWF0.18%$18
IWM0.19%$19
SVAL0.20%$20
End-of-day Nov 5, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: SVAL, IWM, IWF

1Y
2.23%highest, SVAL
FundTrailing yieldYield$10k
SVAL2.23%$223
IWM1.01%$101
IWF0.39%$39
End-of-day Nov 5, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$203most kept, SVAL
SVAL$223 − $20 = $203
IWM$101 − $19 = $82
IWF$39 − $18 = $21
KeptFee
End-of-day Nov 5, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: SVAL, IWM, IWF

Today
14.3%most shared, SVAL and IWM
SVALIWMIWF
SVAL—14.3%0.0%
IWM14.3%—0.0%
IWF0.0%0.0%—
End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+29.8%SVAL, at 15.4% volatility
−10%0%+10%+20%+30%+40%10%15%20%25%Volatility · 1 year → bumpierSVAL +29.8%IWM +13.5%IWF −7.6%
SVALWorst drop−9.0%15.4% vol
IWMWorst drop−11.1%18.7% vol
IWFWorst drop−14.6%19.3% vol
End-of-day Nov 5, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
SVALIWM
Jan 1Nov 5+23.2%+10.8%
+23.2%Year to date+10.8%
2.2%Yield1.0%
+29.8%Past year+13.5%
0.20%Fee0.19%
3–1SVAL wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

VUG vs SCHG

YTD
VanguardVUG
+0.5%
SCHGSchwab
+0.9%
Jan 1Nov 5+0.5%+0.9%
+0.5%Year to date+0.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$62.5B
1–1level
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

IWM vs VB

YTD
iSharesIWM
+10.8%
VBVanguard
+11.2%
Jan 1Nov 5+10.8%+11.2%
+10.8%Year to date+11.2%
1.0%Yield1.3%
$77.4BAssets$76.9B
2–0VB wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+32.3%
VIGVanguard
+12.5%
Jan 1Nov 5+32.3%+12.5%
+32.3%Year to date+12.5%
3.0%Yield1.5%
$123BAssets$109B
2–0SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com