Compare · 4 funds side by side · dividends reinvested

VB, SMLF, VTV and IWF

VBVanguard×SMLFiShares×VTVVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,585VTV · best of the four

02 / 04

VB, SMLF, VTV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.0

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%1.02%+12.3%+13.5%+20.9%+9.5%−8.7%17.3%$4.1B2.5

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.8%+14.0%+18.5%+6.0%−9.0%16.2%$76.9B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: VB 2004 · SMLF 2015 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap ETF · $76.9B$13,413

SMLF

iShares U.S. Small-Cap Equity Factor ETF · $4.1B$15,772

$10,000 five years ago, dividends reinvested · they hold 48.7% in common

VBMeasureSMLF

+11.8%Year to dateJan 1 → Nov 6+12.3%

+14.0%1 yearTotal return+13.5%

+18.5%3 years · per year$10,000 became $16,654 · $17,680+20.9%

+6.0%5 years · per year$10,000 became $13,413 · $15,772+9.5%

0.03%Expense ratio$3 · $15 a year on $10k · lower is better0.15%

1.28%Trailing 12-mo yield$128 · $102 a year on $10k1.02%

−9.0%Worst dropSmaller is better−8.7%

16.2%VolatilityLower is calmer17.3%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VB vs SMLF: Top 5 Holdings

Today

2.9%in top 5

SMLF

in top 53.3%

VBStockSMLF

not top 5EME0.7%

not top 5WSM0.7%

0.7%NTRAnot top 5

not top 5TPR0.6%

not top 5RS0.6%

not top 5JBL0.6%

0.6%TWLOnot top 5

0.5%RVMDnot top 5

0.5%ILMNnot top 5

0.5%Pnot top 5

Held in common48.7%

End-of-day Nov 6, 2026 · share of each fund

VB vs SMLF Returns, Every Period

VanguardVB

+6.0%

5 years, per year

SMLFiShares

+9.5%

5 years, per year

VBSMLFFaded: behind in that period

1–3SMLF wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VB vs VTV

YTD

VanguardVB

+11.8%

VTVVanguard

+18.5%

+11.8%Year to date+18.5%

−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 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VB, SMLF, VTV, IWF

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VTV0.03%$3

SMLF0.15%$15

IWF0.18%$18

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VB, SMLF, VTV, IWF

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

VB1.28%$128

SMLF1.02%$102

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VB$128 − $3 = $125

SMLF$102 − $15 = $87

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VB, SMLF, VTV, IWF

Today

48.7%most shared, VB and SMLF

VBSMLFVTVIWF

VB—48.7%0.7%3.9%

SMLF48.7%—0.1%2.9%

VTV0.7%0.1%—11.8%

IWF3.9%2.9%11.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

VBWorst drop−9.0%16.2% vol

SMLFWorst drop−8.7%17.3% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSMLF

+18.5%Year to date+12.3%

1.9%Yield1.0%

+22.9%Past year+13.5%

0.03%Fee0.15%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

End-of-day Nov 6, 2026