Compare · 3 funds side by side · dividends reinvested

VBR, IWM and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,559IWF · best of the three

02 / 04

VBR, IWM and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.77%+19.4%+23.4%+20.8%+9.6%−8.9%13.9%$35.1B1.4

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$77.4B2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: VBR 2004 · IWM 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,849

VBR

IWM

iShares Russell 2000 ETF · $77.4B$13,509

$10,000 five years ago, dividends reinvested · they hold 24.7% in common

VBRMeasureIWM

+19.4%Year to dateJan 1 → Nov 4+16.2%

+23.4%1 yearTotal return+16.9%

+20.8%3 years · per year$10,000 became $17,630 · $18,002+21.6%

+9.6%5 years · per year$10,000 became $15,849 · $13,509+6.2%

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

1.77%Trailing 12-mo yield$177 · $96 a year on $10k0.96%

−8.9%Worst dropSmaller is better−11.1%

13.9%VolatilityLower is calmer18.2%

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

7–1VBR wins

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

More Ways to See the Pairs

VBR vs IWM: Top 5 Holdings

Today

VBR

3.3%in top 5

IWM

in top 51.9%

VBRStockIWM

0.8%MRNAnot top 5

0.7%JBLnot top 5

0.6%WSMnot top 5

0.6%ATOnot top 5

0.6%FFIVnot 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 common24.7%

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

VBR vs IWM Returns, Every Period

VanguardVBR

+9.6%

5 years, per year

IWMiShares

+6.2%

5 years, per year

VBRIWMFaded: behind in that period

3–1VBR wins

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

VBR vs IWM

YTD

VanguardVBR

+19.4%

IWMiShares

+16.2%

+19.4%Year to date+16.2%

−8.9%Worst drop · 1Y−11.1%

13.9%Volatility · 1Y18.2%

1.8%Yield1.0%

$35.1BAssets$77.4B

4–0VBR wins

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

Cost, Income and Risk

Fees: VBR, IWM, IWF

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

IWF0.18%$18

IWM0.19%$19

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

Yields: VBR, IWM, IWF

1.77%highest, VBR

FundTrailing yieldYield$10k

VBR1.77%$177

IWM0.96%$96

IWF0.37%$37

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

Income After Fees on $10,000

$172most kept, VBR

VBR$177 − $5 = $172

IWM$96 − $19 = $77

IWF$37 − $18 = $19

KeptFee

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

Overlap: VBR, IWM, IWF

Today

24.7%most shared, VBR and IWM

VBRIWMIWF

VBR—24.7%0.7%

IWM24.7%—0.0%

IWF0.7%0.0%—

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

Return vs Bumpiness: 3 ETFs

+23.4%VBR, at 13.9% volatility

VBRWorst drop−8.9%13.9% vol

IWMWorst drop−11.1%18.2% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

VBRIWM

+19.4%Year to date+16.2%

1.8%Yield1.0%

+23.4%Past year+16.9%

0.05%Fee0.19%

4–0VBR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026