Compare · 4 funds side by side · dividends reinvested

VB, SVAL, IWF and VTV

VBVanguard×SVALiShares×IWFiShares×VTVVanguard×

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

02 / 04

VB, SVAL, IWF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.4

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.15%+28.3%+34.2%+22.4%+9.7%−9.0%14.9%$165M2.0

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.23%+15.8%+17.9%+20.5%+7.1%−9.0%15.7%$76.9B3.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B3.5

Rank among the four1st → 4thFee, 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 · SVAL 2020 · IWF 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SVAL

iShares US Small Cap Value Factor ETF · $165M$14,959

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

VBMeasureSVAL

+15.8%Year to dateJan 1 → Nov 5+28.3%

+17.9%1 yearTotal return+34.2%

+20.5%3 years · per year$10,000 became $17,489 · $18,358+22.4%

+7.1%5 years · per year$10,000 became $14,105 · $15,861+9.7%

0.03%Expense ratio$3 · $20 a year on $10k · lower is better0.20%

1.23%Trailing 12-mo yield$123 · $215 a year on $10k2.15%

−9.0%Worst dropSmaller is better−9.0%

15.7%VolatilityLower is calmer14.9%

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

1–6SVAL 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 SVAL: Top 5 Holdings

Today

2.9%in top 5

SVAL

in top 54.2%

VBStockSVAL

not top 5NSIT0.9%

not top 5AMN0.9%

not top 5CBRL0.8%

not top 5OSPN0.8%

not top 5FIVN0.8%

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 common3.5%

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

VB vs SVAL Returns, Every Period

VanguardVB

+7.1%

5 years, per year

SVALiShares

+9.7%

5 years, per year

VBSVALFaded: behind in that period

0–4SVAL wins

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

VB vs SVAL

YTD

VanguardVB

+15.8%

SVALiShares

+28.3%

+15.8%Year to date+28.3%

−9.0%Worst drop · 1Y−9.0%

15.7%Volatility · 1Y14.9%

1.2%Yield2.1%

$76.9BAssets$165M

3–0SVAL wins

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

Cost, Income and Risk

Fees: VB, SVAL, IWF, VTV

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VTV0.03%$3

IWF0.18%$18

SVAL0.20%$20

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

Yields: VB, SVAL, IWF, VTV

2.15%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.15%$215

VTV1.80%$180

VB1.23%$123

IWF0.37%$37

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

Income After Fees on $10,000

$195most kept, SVAL

SVAL$215 − $20 = $195

VTV$180 − $3 = $177

VB$123 − $3 = $120

IWF$37 − $18 = $19

KeptFee

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

Overlap: VB, SVAL, IWF, VTV

Today

12.1%most shared, IWF and VTV

VBSVALIWFVTV

VB—3.5%4.0%0.7%

SVAL3.5%—0.0%0.0%

IWF4.0%0.0%—12.1%

VTV0.7%0.0%12.1%—

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

Return vs Bumpiness: 4 ETFs

+34.2%SVAL, at 14.9% volatility

VTVWorst drop−6.4%10.2% vol

SVALWorst drop−9.0%14.9% vol

VBWorst drop−9.0%15.7% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

SVALVTV

+28.3%Year to date+22.8%

2.1%Yield1.8%

+34.2%Past year+27.5%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 5, 2026