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$16,394VUG · 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, 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%2.20%+24.9%+31.4%+18.6%+8.1%−9.0%15.5%$161M1.9

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.24%+14.8%+17.2%+17.8%+6.2%−9.0%16.3%$76.9B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B3.3

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

End-of-day Nov 10, 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

Vanguard Morningstar Growth ETF · $233B$16,394

VUG

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VUG vs SVAL: Top 5 Holdings

Today

VUG

45.2%in top 5

SVAL

in top 54.1%

VUGStockSVAL

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

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 10, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

IWM vs VB

YTD

iSharesIWM

+14.8%

VBVanguard

+14.8%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SVAL

iShares US Small Cap Value Factor ETF · $161M$14,792

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

VUGMeasureSVAL

+3.4%Year to dateJan 1 → Nov 10+24.9%

+4.2%1 yearTotal return+31.4%

+22.2%3 years · per year$10,000 became $18,230 · $16,673+18.6%

+10.4%5 years · per year$10,000 became $16,394 · $14,792+8.1%

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

0.41%Trailing 12-mo yield$41 · $220 a year on $10k2.20%

−15.1%Worst dropSmaller is better−9.0%

19.1%VolatilityLower is calmer15.5%

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

3–5SVAL wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MGNI0.9%

not top 5NSIT0.9%

not top 5CBRL0.8%

not top 5OSPN0.8%

not top 5PGNY0.8%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

VUG vs SVAL Returns, Every Period

5Y

VanguardVUG

+10.4%

5 years, per year

SVALiShares

+8.1%

5 years, per year

VUGSVALFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

VUG vs SVAL

YTD

VanguardVUG

+3.4%

SVALiShares

+24.9%

+3.4%Year to date+24.9%

−15.1%Worst drop · 1Y−9.0%

19.1%Volatility · 1Y15.5%

0.4%Yield2.2%

$233BAssets$161M

4–0SVAL wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: VB, SVAL, VUG, IWF

1Y

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

VB1.24%$124

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$200most kept, SVAL

SVAL$220 − $20 = $200

VB$124 − $3 = $121

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: VB, SVAL, VUG, IWF

Today

78.6%most shared, VUG and IWF

VBSVALVUGIWF

VB—3.5%0.4%3.9%

SVAL3.5%—0.0%0.0%

VUG0.4%0.0%—78.6%

IWF3.9%0.0%78.6%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+31.4%SVAL, at 15.5% volatility

SVALWorst drop−9.0%15.5% vol

VBWorst drop−9.0%16.3% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVB

+24.9%Year to date+14.8%

2.2%Yield1.2%

+31.4%Past year+17.2%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 10, 2026

Year to date

+14.8%

1.0%Yield1.2%

$77.9BAssets$76.9B

1–0VB wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 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