Compare · 3 funds side by side · dividends reinvested

VB, IWM and VTV

VBVanguard×IWMiShares×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,626VTV · best of the three

02 / 04

VB, IWM and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.0

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.2%+14.6%+18.5%+5.9%−9.0%16.2%$76.9B2.0

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$77.4B2.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: VB 2004 · IWM 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap ETF · $76.9B$13,310

IWM

iShares Russell 2000 ETF · $77.4B$12,637

$10,000 five years ago, dividends reinvested · they hold 24.6% in common

VBMeasureIWM

+11.2%Year to dateJan 1 → Nov 5+10.8%

+14.6%1 yearTotal return+13.5%

+18.5%3 years · per year$10,000 became $16,641 · $17,029+19.4%

+5.9%5 years · per year$10,000 became $13,310 · $12,637+4.8%

0.03%Expense ratio$3 · $19 a year on $10k · lower is better0.19%

1.28%Trailing 12-mo yield$129 · $101 a year on $10k1.01%

−9.0%Worst dropSmaller is better−11.1%

16.2%VolatilityLower is calmer18.7%

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

7–1VB wins

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

More Ways to See the Pairs

VB vs IWM: Top 5 Holdings

Today

2.9%in top 5

IWM

in top 51.8%

VBStockIWM

0.7%NTRAnot top 5

0.6%TWLOnot top 5

0.5%RVMDnot top 5

0.5%ILMNnot top 5

0.5%Pnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5TWST0.3%

Held in common24.6%

End-of-day Nov 5, 2026 · share of each fund

VB vs IWM Returns, Every Period

VanguardVB

+5.9%

5 years, per year

IWMiShares

+4.8%

5 years, per year

VBIWMFaded: behind in that period

3–1VB wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VB vs VTV

YTD

VanguardVB

+11.2%

VTVVanguard

+19.0%

+11.2%Year to date+19.0%

−9.0%Worst drop · 1Y−6.4%

16.2%Volatility · 1Y10.7%

1.3%Yield1.9%

$76.9BAssets$184B

4–0VTV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VB, IWM, VTV

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VTV0.03%$3

IWM0.19%$19

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VB, IWM, VTV

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

VB1.28%$129

IWM1.01%$101

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

VB$129 − $3 = $126

IWM$101 − $19 = $82

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VB, IWM, VTV

Today

24.6%most shared, VB and IWM

VBIWMVTV

VB—24.6%0.7%

IWM24.6%—0.0%

VTV0.7%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

VBWorst drop−9.0%16.2% vol

IWMWorst drop−11.1%18.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VTVVB

+19.0%Year to date+11.2%

1.9%Yield1.3%

+24.0%Past year+14.6%

0.03%Fee0.03%

3–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026