Compare · 4 funds side by side · dividends reinvested

VB, SVAL, IWF and VO

VBVanguard×SVALiShares×IWFiShares×VOVanguard×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,697IWF · best of the four

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

Story of the four · RiskSmallest drop

VB, SVAL, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+25.0%+29.4%+19.6%+7.8%−9.0%15.5%$163M1.8

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.4%+6.7%−8.2%13.2%$103B2.1

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.25%+14.1%+15.6%+18.0%+5.9%−9.0%16.4%$76.9B2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B3.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: VB 2004 · SVAL 2020 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Small-Cap ETF · $76.9B$13,289

VB

More Ways to See the Pairs

VB vs IWF: Top 5 Holdings

Today

VB

2.9%in top 5

IWF

in top 538.2%

VBStockIWF

not top 5NVDA12.8%

not top 5AAPL8.8%

not top 5MSFT6.1%

not top 5GOOGL5.4%

not top 5AVGO5.1%

Cost, Income and Risk

Fees: VB, SVAL, IWF, VO

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VO0.03%$3

IWF0.18%$18

SVAL0.20%$20

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

IWM vs VB

YTD

iSharesIWM

+13.9%

VBVanguard

+14.1%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

IWF

iShares Russell 1000 Growth ETF · $119B$15,697

$10,000 five years ago, dividends reinvested · they hold 3.9% in common

VBMeasureIWF

+14.1%Year to dateJan 1 → Nov 12−1.5%

+15.6%1 yearTotal return−3.0%

+18.0%3 years · per year$10,000 became $16,444 · $16,957+19.2%

+5.9%5 years · per year$10,000 became $13,289 · $15,697+9.4%

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

1.25%Trailing 12-mo yield$125 · $37 a year on $10k0.37%

−9.0%Worst dropSmaller is better−14.6%

16.4%VolatilityLower is calmer19.6%

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

6–2VB wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

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

Held in common3.9%

End-of-day Nov 12, 2026 · share of each fund

VB vs IWF Returns, Every Period

5Y

VanguardVB

+5.9%

5 years, per year

IWFiShares

+9.4%

5 years, per year

VBIWFFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

VB vs SVAL

YTD

VanguardVB

+14.1%

SVALiShares

+25.0%

+14.1%Year to date+25.0%

−9.0%Worst drop · 1Y−9.0%

16.4%Volatility · 1Y15.5%

1.3%Yield2.2%

$76.9BAssets$163M

3–0SVAL wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: VB, SVAL, IWF, VO

1Y

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

VO1.35%$135

VB1.25%$125

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$200most kept, SVAL

SVAL$220 − $20 = $200

VO$135 − $3 = $132

VB$125 − $3 = $122

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: VB, SVAL, IWF, VO

Today

9.4%most shared, IWF and VO

VBSVALIWFVO

VB—3.5%3.9%2.5%

SVAL3.5%—0.0%0.0%

IWF3.9%0.0%—9.4%

VO2.5%0.0%9.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+29.4%SVAL, at 15.5% volatility

VOWorst drop−8.2%13.2% vol

SVALWorst drop−9.0%15.5% vol

VBWorst drop−9.0%16.4% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVB

+25.0%Year to date+14.1%

2.2%Yield1.3%

+29.4%Past year+15.6%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 12, 2026

+13.9%Year to date+14.1%

1.0%Yield1.3%

$76.6BAssets$76.9B

2–0VB wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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VB, SVAL, IWF and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four