Compare · 3 funds side by side · dividends reinvested

VB, SVAL and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,559IWF · best of the three

02 / 04

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%2.15%+28.3%+34.2%+22.4%+9.7%−9.0%14.9%$165M1.4

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.23%+15.8%+17.9%+20.5%+7.1%−9.0%15.7%$76.9B2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: VB 2004 · SVAL 2020 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares US Small Cap Value Factor ETF · $165M$15,861

SVAL

Vanguard Morningstar Small-Cap ETF · $76.9B$14,105

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

SVALMeasureVB

+28.3%Year to dateJan 1 → Nov 4+15.8%

+34.2%1 yearTotal return+17.9%

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

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

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

2.15%Trailing 12-mo yield$215 · $123 a year on $10k1.23%

−9.0%Worst dropSmaller is better−9.0%

14.9%VolatilityLower is calmer15.7%

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

6–1SVAL wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SVAL vs VB: Top 5 Holdings

Today

SVAL

4.2%in top 5

in top 52.9%

SVALStockVB

0.9%NSITnot top 5

0.9%AMNnot top 5

0.8%CBRLnot top 5

0.8%OSPNnot top 5

0.8%FIVNnot top 5

not top 5NTRA0.7%

not top 5TWLO0.6%

not top 5RVMD0.5%

not top 5ILMN0.5%

not top 5P0.5%

Held in common3.5%

End-of-day Nov 4, 2026 · share of each fund

SVAL vs VB Returns, Every Period

iSharesSVAL

+9.7%

5 years, per year

VBVanguard

+7.1%

5 years, per year

SVALVBFaded: behind in that period

4–0SVAL wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SVAL vs VB

YTD

iSharesSVAL

+28.3%

VBVanguard

+15.8%

+28.3%Year to date+15.8%

−9.0%Worst drop · 1Y−9.0%

14.9%Volatility · 1Y15.7%

2.1%Yield1.2%

$165MAssets$76.9B

3–0SVAL wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

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 4, 2026 · fee on $10,000 a year

Yields: VB, SVAL, IWF

2.15%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.15%$215

VB1.23%$123

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$195most kept, SVAL

SVAL$215 − $20 = $195

VB$123 − $3 = $120

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: VB, SVAL, IWF

Today

4.0%most shared, VB and IWF

VBSVALIWF

VB—3.5%4.0%

SVAL3.5%—0.0%

IWF4.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+34.2%SVAL, at 14.9% volatility

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 4, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVB

+28.3%Year to date+15.8%

2.1%Yield1.2%

+34.2%Past year+17.9%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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 4, 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 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026