Compare · 4 funds side by side · dividends reinvested

VB, SVAL, VUG and IWF

VBVanguard×SVALiShares×VUGVanguard×IWFiShares×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,557VUG · best of the four

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

Story of the four · RiskSmallest drop

VB, SVAL, VUG 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%$162M1.9

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.24%+15.6%+17.3%+18.5%+6.0%−9.0%16.4%$76.9B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−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 11, 2026 · returns include dividends · since: VB 2004 · SVAL 2020 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares US Small Cap Value Factor ETF · $162M$14,577

SVAL

More Ways to See the Pairs

SVAL vs IWF: Top 5 Holdings

Today

SVAL

4.1%in top 5

IWF

in top 538.3%

SVALStockIWF

not top 5NVDA12.7%

not top 5AAPL8.8%

not top 5MSFT6.4%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: VB, SVAL, VUG, IWF

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VUG0.03%$3

IWF0.18%$18

SVAL0.20%$20

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

Popular Pairs Near These Four

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%

IWF

iShares Russell 1000 Growth ETF · $119B$15,927

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SVALMeasureIWF

+25.9%Year to dateJan 1 → Nov 11−1.2%

+30.9%1 yearTotal return−2.8%

+19.3%3 years · per year$10,000 became $16,990 · $17,180+19.8%

+7.8%5 years · per year$10,000 became $14,577 · $15,927+9.8%

0.20%Expense ratio$20 · $18 a year on $10k · lower is better0.18%

2.19%Trailing 12-mo yield$219 · $37 a year on $10k0.37%

−9.0%Worst dropSmaller is better−14.6%

15.5%VolatilityLower is calmer19.6%

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

5–3SVAL wins

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

5.0%

0.9%NSITnot top 5

0.9%MGNInot top 5

0.8%CBRLnot top 5

0.8%PGNYnot top 5

0.8%LFSTnot top 5

Held in common0.0%

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

SVAL vs IWF Returns, Every Period

5Y

iSharesSVAL

+7.8%

5 years, per year

IWFiShares

+9.8%

5 years, per year

SVALIWFFaded: behind in that period

2–2Level

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

SVAL vs VB

YTD

iSharesSVAL

+25.9%

VBVanguard

+15.6%

+25.9%Year to date+15.6%

−9.0%Worst drop · 1Y−9.0%

15.5%Volatility · 1Y16.4%

2.2%Yield1.2%

$162MAssets$76.9B

3–0SVAL wins

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

Yields: VB, SVAL, VUG, IWF

1Y

2.19%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.19%$219

VB1.24%$124

VUG0.41%$41

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

VUG$41 − $3 = $38

IWF$37 − $18 = $19

KeptFee

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

Overlap: VB, SVAL, VUG, IWF

Today

78.0%most shared, VUG and IWF

VBSVALVUGIWF

VB—3.5%0.4%3.9%

SVAL3.5%—0.0%0.0%

VUG0.4%0.0%—78.0%

IWF3.9%0.0%78.0%—

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

Return vs Bumpiness: 4 ETFs

1Y

+30.9%SVAL, at 15.5% volatility

SVALWorst drop−9.0%15.5% vol

VBWorst drop−9.0%16.4% vol

VUGWorst drop−15.1%19.1% 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%

$78.1BAssets$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, VUG and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four