Compare · 3 funds side by side · dividends reinvested

SVAL, IWM and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

SVAL, IWM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+25.3%+32.5%+19.7%+8.1%−9.0%15.5%$158M1.6

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+15.5%+18.7%+19.8%+5.1%−11.1%18.8%$76.6B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: SVAL 2020 · IWM 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares US Small Cap Value Factor ETF · $158M$14,772

SVAL

IWM

iShares Russell 2000 ETF · $76.6B$12,845

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

SVALMeasureIWM

+25.3%Year to dateJan 1 → Nov 9+15.5%

+32.5%1 yearTotal return+18.7%

+19.7%3 years · per year$10,000 became $17,153 · $17,194+19.8%

+8.1%5 years · per year$10,000 became $14,772 · $12,845+5.1%

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

6–2SVAL wins

End-of-day Nov 9, 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

4.1%in top 5

IWM

in top 51.9%

SVALStockIWM

0.9%NSITnot top 5

0.9%MGNInot top 5

0.8%CBRLnot top 5

0.8%OCFCnot top 5

0.8%PGNYnot top 5

not top 5GKOS0.4%

not top 5BTSG0.4%

not top 5FROG0.4%

not top 5UMBF0.3%

not top 5MOG-A0.3%

Held in common14.3%

End-of-day Nov 9, 2026 · share of each fund

SVAL vs IWM Returns, Every Period

iSharesSVAL

+8.1%

5 years, per year

IWMiShares

+5.1%

5 years, per year

SVALIWMFaded: behind in that period

3–1SVAL wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SVAL vs IWM

YTD

iSharesSVAL

+25.3%

IWMiShares

+15.5%

+25.3%Year to date+15.5%

−9.0%Worst drop · 1Y−11.1%

15.5%Volatility · 1Y18.8%

2.2%Yield1.0%

$158MAssets$76.6B

4–0SVAL wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SVAL, IWM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWM0.19%$19

SVAL0.20%$20

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SVAL, IWM, VUG

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

IWM0.97%$97

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$200most kept, SVAL

SVAL$220 − $20 = $200

IWM$97 − $19 = $78

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SVAL, IWM, VUG

Today

14.3%most shared, SVAL and IWM

SVALIWMVUG

SVAL—14.3%0.0%

IWM14.3%—0.0%

VUG0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+32.5%SVAL, at 15.5% volatility

SVALWorst drop−9.0%15.5% vol

IWMWorst drop−11.1%18.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SVALIWM

+25.3%Year to date+15.5%

2.2%Yield1.0%

+32.5%Past year+18.7%

0.20%Fee0.19%

3–1SVAL wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026