Compare · 3 funds side by side · dividends reinvested

VB, IWM and VUG

VBVanguard×IWMiShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

VB, IWM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.2%+14.6%+18.5%+5.9%−9.0%16.2%$76.9B1.4

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$75.4B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$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 5, 2026 · returns include dividends · since: VB 2004 · IWM 2000 · VUG 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 · $75.4B$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 IWM

YTD

VanguardVB

+11.2%

IWMiShares

+10.8%

+11.2%Year to date+10.8%

−9.0%Worst drop · 1Y−11.1%

16.2%Volatility · 1Y18.7%

1.3%Yield1.0%

$76.9BAssets$75.4B

4–0VB wins

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

Cost, Income and Risk

Fees: VB, IWM, VUG

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VUG0.03%$3

IWM0.19%$19

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

Yields: VB, IWM, VUG

1.28%highest, VB

FundTrailing yieldYield$10k

VB1.28%$129

IWM1.01%$101

VUG0.43%$43

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

Income After Fees on $10,000

$126most kept, VB

VB$129 − $3 = $126

IWM$101 − $19 = $82

VUG$43 − $3 = $40

KeptFee

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

Overlap: VB, IWM, VUG

Today

24.6%most shared, VB and IWM

VBIWMVUG

VB—24.6%0.4%

IWM24.6%—0.0%

VUG0.4%0.0%—

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

Return vs Bumpiness: 3 ETFs

+14.6%VB, at 16.2% volatility

VBWorst drop−9.0%16.2% vol

IWMWorst drop−11.1%18.7% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

VBIWM

+11.2%Year to date+10.8%

1.3%Yield1.0%

+14.6%Past year+13.5%

0.03%Fee0.19%

4–0VB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026