Compare · 3 funds side by side · dividends reinvested

VBK, IWM and VTV

VBKVanguard×IWMiShares×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

VBK, IWM and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.0

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$76.6B2.1

Vanguard Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.05%0.44%+6.3%+6.9%+17.7%+2.2%−13.6%21.1%$22.8B2.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: VBK 2004 · IWM 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap Growth ETF · $22.8B$11,151

VBK

IWM

iShares Russell 2000 ETF · $76.6B$12,766

$10,000 five years ago, dividends reinvested · they hold 23.2% in common

VBKMeasureIWM

+6.3%Year to dateJan 1 → Nov 6+11.9%

+6.9%1 yearTotal return+13.0%

+17.7%3 years · per year$10,000 became $16,320 · $17,100+19.6%

+2.2%5 years · per year$10,000 became $11,151 · $12,766+5.0%

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

0.44%Trailing 12-mo yield$44 · $100 a year on $10k1.00%

−13.6%Worst dropSmaller is better−11.1%

21.1%VolatilityLower is calmer18.7%

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

1–7IWM wins

End-of-day Nov 6, 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 51.8%

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 5GKOS0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5RHP0.3%

Held in common23.2%

End-of-day Nov 6, 2026 · share of each fund

VBK vs IWM Returns, Every Period

VanguardVBK

+2.2%

5 years, per year

IWMiShares

+5.0%

5 years, per year

VBKIWMFaded: behind in that period

0–4IWM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VBK vs VTV

YTD

VanguardVBK

+6.3%

VTVVanguard

+18.5%

+6.3%Year to date+18.5%

−13.6%Worst drop · 1Y−6.4%

21.1%Volatility · 1Y10.7%

0.4%Yield1.9%

$22.8BAssets$184B

4–0VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VBK, IWM, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VBK0.05%$5

IWM0.19%$19

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VBK, IWM, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

IWM1.00%$100

VBK0.44%$44

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IWM$100 − $19 = $81

VBK$44 − $5 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VBK, IWM, VTV

Today

23.2%most shared, VBK and IWM

VBKIWMVTV

VBK—23.2%0.1%

IWM23.2%—0.0%

VTV0.1%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

IWMWorst drop−11.1%18.7% vol

VBKWorst drop−13.6%21.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVIWM

+18.5%Year to date+11.9%

1.9%Yield1.0%

+22.9%Past year+13.0%

0.03%Fee0.19%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026