Compare · 2 funds side by side · dividends reinvested

VBK and IWM

VBKVanguard×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,509IWM · best of the two

02 / 04

VBK and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+14.4%+14.8%+21.3%+5.5%−11.1%18.1%$75.8B1.1

Vanguard Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.05%0.42%+10.4%+10.0%+19.9%+3.1%−11.4%20.5%$22.8B1.9

Rank among the two1st → 2ndFee, 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: VBK 2004 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap Growth ETF · $22.8B$11,893

VBK

IWM

iShares Russell 2000 ETF · $75.8B$13,509

$10,000 five years ago, dividends reinvested · they hold 23.8% in common

VBKMeasureIWM

+10.4%Year to dateJan 1 → Nov 4+14.4%

+10.0%1 yearTotal return+14.8%

+19.9%3 years · per year$10,000 became $17,233 · $17,832+21.3%

+3.1%5 years · per year$10,000 became $11,659 · $13,064+5.5%

0.05%Expense ratio$5 · $19 a year on $10k · lower is better0.19%

0.42%Trailing 12-mo yield$42 · $98 a year on $10k0.98%

−11.4%Worst dropSmaller is better−11.1%

20.5%VolatilityLower is calmer18.1%

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

1–7IWM wins

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

More Ways to See the Pairs

VBK vs IWM: Top 5 Holdings

Today

VBK

6.4%in top 5

IWM

in top 51.9%

VBKStockIWM

1.6%NTRAnot top 5

1.3%TWLOnot top 5

1.2%RVMDnot top 5

1.2%ILMNnot top 5

1.2%Pnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

not top 5VSAT0.3%

Held in common23.8%

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

VBK vs IWM Returns, Every Period

VanguardVBK

+3.1%

5 years, per year

IWMiShares

+5.5%

5 years, per year

VBKIWMFaded: behind in that period

0–4IWM wins

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

VBK vs IWM

YTD

VanguardVBK

+10.4%

IWMiShares

+14.4%

+10.4%Year to date+14.4%

−11.4%Worst drop · 1Y−11.1%

20.5%Volatility · 1Y18.1%

0.4%Yield1.0%

$22.8BAssets$75.8B

4–0IWM wins

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

Cost, Income and Risk

Fees: VBK, IWM

Today

0.05%lowest, VBK

FundExpense ratioFee$10k

VBK0.05%$5

IWM0.19%$19

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: VBK, IWM

0.98%highest, IWM

FundTrailing yieldYield$10k

IWM0.98%$98

VBK0.42%$42

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

Income After Fees on $10,000

$79most kept, IWM

IWM$98 − $19 = $79

VBK$42 − $5 = $37

KeptFee

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

Overlap: VBK, IWM

Today

23.8%most shared, VBK and IWM

VBKIWM

VBK—23.8%

IWM23.8%—

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

Return vs Bumpiness: 2 ETFs

+14.8%IWM, at 18.1% volatility

IWMWorst drop−11.1%18.1% vol

VBKWorst drop−11.4%20.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWMVBK

+14.4%Year to date+10.4%

1.0%Yield0.4%

+14.8%Past year+10.0%

0.19%Fee0.05%

3–1IWM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026