Compare · 3 funds side by side · dividends reinvested

VB, SVAL and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,927IWF · best of the three

Story of the three · IncomeMost incomeSVAL · 2.19% · $219 a year on $10k

Story of the three · RiskSmallest drop

VB, SVAL and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.19%+25.9%+30.9%+19.3%+7.8%−9.0%15.5%$161M1.5

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.24%+15.6%+17.3%+18.5%+6.0%−9.0%16.4%$76.9B2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B2.4

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

End-of-day Nov 11, 2026 · returns include dividends · since: VB 2004 · SVAL 2020 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Growth ETF · $117B$15,927

IWF

VB

Vanguard Morningstar Small-Cap ETF · $76.9B$13,405

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

IWFMeasure

More Ways to See the Pairs

IWF vs VB: Top 5 Holdings

Today

IWF

38.3%in top 5

VB

in top 52.9%

IWFStockVB

12.7%NVDAnot top 5

8.8%AAPLnot top 5

6.4%MSFTnot top 5

5.4%GOOGLnot top 5

5.0%AVGOnot top 5

Cost, Income and Risk

Fees: VB, SVAL, IWF

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

IWF0.18%$18

SVAL0.20%$20

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: VB, SVAL, IWF

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

IWM vs VB

YTD

iSharesIWM

+15.8%

VBVanguard

+15.6%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

VB

−1.2%Year to dateJan 1 → Nov 11+15.6%

−2.8%1 yearTotal return+17.3%

+19.8%3 years · per year$10,000 became $17,180 · $16,635+18.5%

+9.8%5 years · per year$10,000 became $15,927 · $13,405+6.0%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

0.37%Trailing 12-mo yield$37 · $124 a year on $10k1.24%

−14.6%Worst dropSmaller is better−9.0%

19.6%VolatilityLower is calmer16.4%

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

2–6VB wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NTRA0.7%

not top 5TWLO0.6%

not top 5RVMD0.5%

not top 5ILMN0.5%

not top 5P0.5%

Held in common3.9%

End-of-day Nov 11, 2026 · share of each fund

IWF vs VB Returns, Every Period

5Y

iSharesIWF

+9.8%

5 years, per year

VBVanguard

+6.0%

5 years, per year

IWFVBFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

IWF vs SVAL

YTD

iSharesIWF

−1.2%

SVALiShares

+25.9%

−1.2%Year to date+25.9%

−14.6%Worst drop · 1Y−9.0%

19.6%Volatility · 1Y15.5%

0.4%Yield2.2%

$117BAssets$161M

4–0SVAL wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

2.19%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.19%$219

VB1.24%$124

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$199most kept, SVAL

SVAL$219 − $20 = $199

VB$124 − $3 = $121

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: VB, SVAL, IWF

Today

3.9%most shared, VB and IWF

VBSVALIWF

VB—3.5%3.9%

SVAL3.5%—0.0%

IWF3.9%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+30.9%SVAL, at 15.5% volatility

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 11, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVB

+25.9%Year to date+15.6%

2.2%Yield1.2%

+30.9%Past year+17.3%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 11, 2026

+15.8%Year to date+15.6%

1.0%Yield1.2%

$77.8BAssets$76.9B

1–1level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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VB, SVAL and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three