Compare · 3 funds side by side · dividends reinvested

VBK, IWM and VUG

VBKVanguard×IWMiShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

VBK, IWM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$77.4B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.1

Vanguard Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.05%0.44%+5.0%+6.9%+17.3%+2.0%−13.6%21.2%$22.8B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: VBK 2004 · IWM 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap Growth ETF · $22.8B$11,025

VBK

IWM

iShares Russell 2000 ETF · $77.4B$12,637

$10,000 five years ago, dividends reinvested · they hold 23.6% in common

VBKMeasureIWM

+5.0%Year to dateJan 1 → Nov 5+10.8%

+6.9%1 yearTotal return+13.5%

+17.3%3 years · per year$10,000 became $16,156 · $17,029+19.4%

+2.0%5 years · per year$10,000 became $11,025 · $12,637+4.8%

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

0.44%Trailing 12-mo yield$44 · $101 a year on $10k1.01%

−13.6%Worst dropSmaller is better−11.1%

21.2%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 5, 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 5GKOS0.5%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5TWST0.3%

Held in common23.6%

End-of-day Nov 5, 2026 · share of each fund

VBK vs IWM Returns, Every Period

VanguardVBK

+2.0%

5 years, per year

IWMiShares

+4.8%

5 years, per year

VBKIWMFaded: behind in that period

0–4IWM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VBK vs IWM

YTD

VanguardVBK

+5.0%

IWMiShares

+10.8%

+5.0%Year to date+10.8%

−13.6%Worst drop · 1Y−11.1%

21.2%Volatility · 1Y18.7%

0.4%Yield1.0%

$22.8BAssets$77.4B

4–0IWM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VBK, IWM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VBK0.05%$5

IWM0.19%$19

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VBK, IWM, VUG

1.01%highest, IWM

FundTrailing yieldYield$10k

IWM1.01%$101

VBK0.44%$44

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$82most kept, IWM

IWM$101 − $19 = $82

VUG$43 − $3 = $40

VBK$44 − $5 = $39

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VBK, IWM, VUG

Today

23.6%most shared, VBK and IWM

VBKIWMVUG

VBK—23.6%0.4%

IWM23.6%—0.0%

VUG0.4%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%IWM, at 18.7% volatility

IWMWorst drop−11.1%18.7% vol

VUGWorst drop−15.1%19.0% vol

VBKWorst drop−13.6%21.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IWMVBK

+10.8%Year to date+5.0%

1.0%Yield0.4%

+13.5%Past year+6.9%

0.19%Fee0.05%

3–1IWM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026