Compare · 3 funds side by side · dividends reinvested

SVAL, IWM and IWF

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,699IWF · best of the three

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

Story of the three · RiskSmallest drop

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%2.20%+24.9%+31.4%+18.6%+8.1%−9.0%15.5%$161M1.5

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+14.8%+17.3%+18.5%+4.9%−11.1%18.8%$77.9B2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: SVAL 2020 · IWM 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares US Small Cap Value Factor ETF · $161M$14,792

SVAL

IWM

iShares Russell 2000 ETF · $77.9B$12,731

$10,000 five years ago, dividends reinvested · they hold 14.1% in common

SVALMeasure

More Ways to See the Pairs

SVAL vs IWM: Top 5 Holdings

Today

SVAL

4.1%in top 5

IWM

in top 51.9%

SVALStockIWM

0.9%MGNInot top 5

0.9%NSITnot top 5

0.8%CBRLnot top 5

0.8%OSPNnot top 5

0.8%PGNYnot top 5

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 10, 2026 · fee on $10,000 a year

Yields: SVAL, IWM, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

IWM vs VB

YTD

iSharesIWM

+14.8%

VBVanguard

+14.8%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

IWM

+24.9%Year to dateJan 1 → Nov 10+14.8%

+31.4%1 yearTotal return+17.3%

+18.6%3 years · per year$10,000 became $16,673 · $16,624+18.5%

+8.1%5 years · per year$10,000 became $14,792 · $12,731+4.9%

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

2.20%Trailing 12-mo yield$220 · $97 a year on $10k0.97%

−9.0%Worst dropSmaller is better−11.1%

15.5%VolatilityLower is calmer18.8%

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

7–1SVAL wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GKOS0.5%

not top 5FROG0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5MOG-A0.3%

Held in common14.1%

End-of-day Nov 10, 2026 · share of each fund

SVAL vs IWM Returns, Every Period

5Y

iSharesSVAL

+8.1%

5 years, per year

IWMiShares

+4.9%

5 years, per year

SVALIWMFaded: behind in that period

4–0SVAL wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

SVAL vs IWM

YTD

iSharesSVAL

+24.9%

IWMiShares

+14.8%

+24.9%Year to date+14.8%

−9.0%Worst drop · 1Y−11.1%

15.5%Volatility · 1Y18.8%

2.2%Yield1.0%

$161MAssets$77.9B

4–0SVAL wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

IWM0.97%$97

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$200most kept, SVAL

SVAL$220 − $20 = $200

IWM$97 − $19 = $78

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SVAL, IWM, IWF

Today

14.1%most shared, SVAL and IWM

SVALIWMIWF

SVAL—14.1%0.0%

IWM14.1%—0.0%

IWF0.0%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+31.4%SVAL, at 15.5% volatility

SVALWorst drop−9.0%15.5% vol

IWMWorst drop−11.1%18.8% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SVALIWM

+24.9%Year to date+14.8%

2.2%Yield1.0%

+31.4%Past year+17.3%

0.20%Fee0.19%

3–1SVAL wins

End-of-day Nov 10, 2026

Year to date

+14.8%

1.0%Yield1.2%

$77.9BAssets$76.9B

1–0VB wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

Loading…

SVAL, IWM and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three